SOA Wealth Advisors
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SOA Wealth Advisors’s Yum! Brands YUM Stock Holding History

SOA Wealth 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
2026
Q3 		$30.1K Buy
221
+1
+0.5% +$150 0.01% 447
2026
Q2 		$35.1K Sell
220
-92
-29% -$14.2K 0.01% 442
2026
Q1 		$48.6K Buy
312
+1
+0.3% +$158 0.01% 374
2025
Q4 		$47K Sell
311
-369
-54% -$54.7K 0.01% 382
2025
Q3 		$103K Sell
680
-434
-39% -$63.9K 0.02% 290
2025
Q2 		$165K Sell
1,114
-21
-2% -$3.07K 0.03% 215
2025
Q1 		$179K Sell
1,135
-159
-12% -$22.9K 0.04% 201
2024
Q4 		$174K Sell
1,294
-723
-36% -$97.8K 0.03% 198
2024
Q3 		$282K Sell
2,017
-28
-1% -$3.72K 0.05% 152
2024
Q2 		$271K Sell
2,045
-84
-4% -$11.6K 0.05% 150
2024
Q1 		$295K Buy
2,129
+8
+0.4% +$1.07K 0.06% 145
2023
Q4 		$277K Buy
2,121
+8
+0.4% +$998 0.06% 145
2023
Q3 		$264K Buy
2,113
+8
+0.4% +$1.05K 0.07% 142
2023
Q2 		$292K Sell
2,105
-74
-3% -$10K 0.07% 133
2023
Q1 		$288K Sell
2,179
-4
-0.2% -$515 0.07% 126
2022
Q4 		$280K Buy
2,183
+8
+0.4% +$969 0.08% 125
2022
Q3 		$231K Buy
2,175
+8
+0.4% +$929 0.07% 134
2022
Q2 		$245K Sell
2,167
-140
-6% -$16.3K 0.07% 128
2022
Q1 		$273K Buy
2,307
+9
+0.4% +$1.11K 0.07% 136
2021
Q4 		$318K Buy
2,298
+6
+0.3% +$767 0.08% 127
2021
Q3 		$280K Sell
2,292
-51
-2% -$6.47K 0.07% 132
2021
Q2 		$269K Sell
2,343
-205
-8% -$24.2K 0.07% 131
2021
Q1 		$275K Buy
2,548
+180
+8% +$19.1K 0.08% 126
2020
Q4 		$248K Buy
+2,368
New +$242K 0.07% 123

Other funds holding YUM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

SOA Wealth Advisors's YUM Position: Q3 2026 in Review

SOA Wealth Advisors increased its Yum! Brands (YUM) stake by 0.45% in Q3 2026, buying an estimated $150 and bringing the position to 221 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #447.

SOA Wealth Advisors first reported a position in YUM in Q4 2020 and has held it in 24 quarters since. The position peaked at $318K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • SOA Wealth Advisors held 221 shares of Yum! Brands worth $30.1K as of Q3 2026.
  • SOA Wealth Advisors bought 1 Yum! Brands share in Q3 2026, an estimated $150.
  • Yum! Brands made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #447 holding.
  • SOA Wealth Advisors first reported a position in Yum! Brands in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Yum! Brands position peaked at $318K in Q4 2021.
  • 1,160 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.