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Simplicity Wealth’s Yum! Brands YUM Stock Holding History

Simplicity Wealth’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
2026
Q1 		$1M Buy
6,461
+4,990
+339% +$790K 0.06% 295
2025
Q4 		$222K Buy
1,471
+48
+3% +$7.11K 0.01% 641
2025
Q3 		$216K Buy
+1,423
New +$210K 0.01% 658
2024
Q3 		– Sell
-13,636
Closed -$1.81M – 1241
2024
Q2 		$1.81M Sell
13,636
-115
-0.8% -$15.8K 0.04% 370
2024
Q1 		$1.91M Buy
+13,751
New +$1.84M 0.05% 359

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's YUM Position: Q1 2026 in Review

Simplicity Wealth increased its Yum! Brands (YUM) stake by 339% in Q1 2026, buying an estimated $790K and bringing the position to 6,461 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #295.

Simplicity Wealth first reported a position in YUM in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2024. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Simplicity Wealth held 6,461 shares of Yum! Brands worth $1M as of Q1 2026.
  • Simplicity Wealth bought 4,990 Yum! Brands shares in Q1 2026, an estimated $790K.
  • Yum! Brands made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #295 holding.
  • Simplicity Wealth first reported a position in Yum! Brands in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Yum! Brands position peaked at $1.91M in Q1 2024.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.