Smith Salley Wealth Management’s Yum! Brands YUM Stock Holding History

Smith Salley Wealth 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	$916K	Sell	5,732 -281	-5%	-$43.5K	0.04%	162
2026 Q1	$935K	Hold	6,013	–	–	0.05%	156
2025 Q4	$910K	Hold	6,013	–	–	0.05%	156
2025 Q3	$914K	Hold	6,013	–	–	0.05%	152
2025 Q2	$891K	Sell	6,013 -2	-0%	-$292	0.05%	148
2025 Q1	$947K	Sell	6,015 -42	-0.7%	-$6.05K	0.06%	145
2024 Q4	$813K	Hold	6,057	–	–	0.05%	152
2024 Q3	$846K	Buy	6,057 +44	+0.7%	+$5.85K	0.06%	151
2024 Q2	$796K	Sell	6,013 -211	-3%	-$29K	0.06%	148
2024 Q1	$863K	Buy	6,224 +102	+2%	+$13.6K	0.07%	138
2023 Q4	$800K	Buy	6,122 +24	+0.4%	+$3K	0.05%	154
2023 Q3	$762K	Sell	6,098 -116	-2%	-$15.3K	0.06%	144
2023 Q2	$861K	Buy	6,214 +131	+2%	+$17.8K	0.06%	135
2023 Q1	$803K	Sell	6,083 -166	-3%	-$21.4K	0.06%	139
2022 Q4	$800K	Buy	6,249 +118	+2%	+$14.3K	0.07%	141
2022 Q3	$652K	Sell	6,131 -134	-2%	-$15.6K	0.06%	147
2022 Q2	$711K	Hold	6,265	–	–	0.06%	146
2022 Q1	$743K	Sell	6,265 -4	-0.1%	-$493	0.06%	158
2021 Q4	$871K	Hold	6,269	–	–	0.06%	153
2021 Q3	$767K	Buy	6,269 +70	+1%	+$8.88K	0.06%	158
2021 Q2	$713K	Buy	6,199 +36	+0.6%	+$4.24K	0.06%	164
2021 Q1	$667K	Buy	+6,163	New	+$652K	0.06%	152

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Smith Salley Wealth Management's YUM Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Yum! Brands (YUM) stake by 4.7% in Q2 2026, selling an estimated $43.5K and leaving 5,732 shares worth $916K. The position accounts for 0.04% of the portfolio, ranked #162.

Smith Salley Wealth Management first reported a position in YUM in Q1 2021 and has held it in 22 quarters since. The position peaked at $947K in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Smith Salley Wealth Management held 5,732 shares of Yum! Brands worth $916K as of Q2 2026.
Smith Salley Wealth Management sold 281 Yum! Brands shares in Q2 2026, an estimated $43.5K.
Yum! Brands made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #162 holding.
Smith Salley Wealth Management first reported a position in Yum! Brands in Q1 2021 and has held it in 22 quarters since.
Smith Salley Wealth Management's Yum! Brands position peaked at $947K in Q1 2025.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

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