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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
Q2 		$1.11M Buy
6,932
+471
+7% +$72.9K 0.04% 393
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Wealth's YUM Position: Q2 2026 in Review

Simplicity Wealth increased its Yum! Brands (YUM) stake by 7.3% in Q2 2026, buying an estimated $72.9K and bringing the position to 6,932 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #393.

Simplicity Wealth first reported a position in YUM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2024. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Simplicity Wealth held 6,932 shares of Yum! Brands worth $1.11M as of Q2 2026.
  • Simplicity Wealth bought 471 Yum! Brands shares in Q2 2026, an estimated $72.9K.
  • Yum! Brands made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #393 holding.
  • Simplicity Wealth first reported a position in Yum! Brands in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Yum! Brands position peaked at $1.91M in Q1 2024.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.