SWIM
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Smallwood Wealth Investment Management’s Yum! Brands YUM Stock Holding History

Smallwood Wealth Investment Management’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 		$61.1K Hold
382
– – 0.03% 174
2026
Q1 		$59.4K Hold
382
– – 0.03% 161
2025
Q4 		$57.8K Hold
382
– – 0.03% 162
2025
Q3 		$58.1K Hold
382
– – 0.03% 166
2025
Q2 		$56.6K Hold
382
– – 0.03% 154
2025
Q1 		$60.1K Buy
+382
New +$55K 0.04% 142

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

Smallwood Wealth Investment Management's YUM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Yum! Brands (YUM) position steady in Q2 2026 at 382 shares worth $61.1K. The position accounts for 0.03% of the portfolio, ranked #174.

Smallwood Wealth Investment Management first reported a position in YUM in Q1 2025 and has held it in 6 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Smallwood Wealth Investment Management held 382 shares of Yum! Brands worth $61.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #174 holding.
  • Smallwood Wealth Investment Management first reported a position in Yum! Brands in Q1 2025 and has held it in 6 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.