Simon Quick Advisors’s Yum! Brands YUM Stock Holding History

Simon Quick Advisors’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,516	Closed	-$396K	–	662
2025 Q1	$396K	Buy	+2,516	New	+$362K	0.02%	354
2022 Q2	–	Sell	-500	Closed	-$59K	–	408
2022 Q1	$59K	Hold	500	–	–	0.02%	194
2021 Q4	$69K	Sell	500 -55	-10%	-$7.03K	0.02%	200
2021 Q3	$67K	Sell	555 -338	-38%	-$42.9K	0.02%	212
2021 Q2	$102K	Buy	893 +2	+0.2%	+$236	0.03%	148
2021 Q1	$96K	Sell	891 -81	-8%	-$8.57K	0.03%	151
2020 Q4	$106K	Sell	972 -41	-4%	-$4.18K	0.03%	137
2020 Q3	$93K	Buy	1,013 +1	+0.1%	+$92	0.03%	138
2020 Q2	$88K	Buy	1,012 +386	+62%	+$33K	0.03%	138
2020 Q1	$43K	Sell	626 -32	-5%	-$2.99K	0.02%	202
2019 Q4	$66K	Hold	658	–	–	0.02%	189
2019 Q3	$75K	Buy	658 +500	+316%	+$57.1K	0.03%	139
2019 Q2	$17.5K	Sell	158 -500	-76%	-$51.9K	0.01%	186
2019 Q1	$66K	Hold	658	–	–	0.03%	164
2018 Q4	$60K	Sell	658 -41	-6%	-$3.67K	0.02%	170
2018 Q3	$64K	Hold	699	–	–	0.03%	152
2018 Q2	$54K	Sell	699 -500	-42%	-$41.7K	0.02%	173
2018 Q1	$102K	Buy	1,199 +500	+72%	+$41K	0.04%	136
2017 Q4	$59K	Sell	699 -194	-22%	-$15.3K	0.03%	212
2017 Q3	$66K	Buy	893 +500	+127%	+$37.6K	0.02%	235
2017 Q2	$29K	Hold	393	–	–	0.02%	157
2017 Q1	$25K	Buy	+393	New	+$25.6K	0.01%	199

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simon Quick Advisors's YUM Position: Q2 2025 in Review

Simon Quick Advisors sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 2,516 shares — an estimated $396K sold.

Simon Quick Advisors first reported a position in YUM in Q1 2017 and held it in 22 quarters. The position peaked at $396K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

Simon Quick Advisors reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 2,516 Yum! Brands shares in Q2 2025, an estimated $396K.
Simon Quick Advisors first reported a position in Yum! Brands in Q1 2017 and held it in 22 quarters.
Simon Quick Advisors's Yum! Brands position peaked at $396K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.