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Sowell Financial Services’s Yum! Brands YUM Stock Holding History

Sowell Financial Services’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 		$971K Sell
6,073
-80
-1% -$12.4K 0.03% 475
2026
Q1 		$957K Buy
6,153
+840
+16% +$133K 0.04% 449
2025
Q4 		$804K Hold
5,313
– – 0.03% 499
2025
Q3 		$808K Sell
5,313
-601
-10% -$88.5K 0.03% 489
2025
Q2 		$876K Sell
5,914
-56
-0.9% -$8.18K 0.04% 451
2025
Q1 		$939K Buy
+5,970
New +$860K 0.04% 407
2023
Q2 		– Sell
-5,250
Closed -$693K – 847
2023
Q1 		$693K Buy
+5,250
New +$676K 0.05% 370
2021
Q2 		– Sell
-3,604
Closed -$437K – 2798
2021
Q1 		$437K Buy
3,604
+135
+4% +$14.3K 0.02% 703
2020
Q4 		$377K Sell
3,469
-4
-0.1% -$408 0.02% 609
2020
Q3 		$317K Sell
3,473
-7
-0.2% -$645 0.02% 598
2020
Q2 		$302K Sell
3,480
-4,145
-54% -$354K 0.02% 599
2020
Q1 		$523K Sell
7,625
-1,709
-18% -$159K 0.04% 391
2019
Q4 		$940K Sell
9,334
-1,715
-16% -$178K 0.07% 278
2019
Q3 		$1.25M Buy
+11,049
New +$1.26M 0.1% 209
2019
Q1 		$478K Buy
4,787
+525
+12% +$49.7K 0.05% 342
2018
Q4 		$392K Sell
4,262
-398
-9% -$35.6K 0.06% 324
2018
Q3 		$424K Buy
4,660
+18
+0.4% +$1.5K 0.06% 221
2018
Q2 		$382K Buy
4,642
+13
+0.3% +$1.08K 0.08% 201
2018
Q1 		$371K Buy
4,629
+1
+0% +$82 0.09% 189
2017
Q4 		$385K Buy
4,628
+1,586
+52% +$125K 0.09% 183
2017
Q3 		$226K Sell
3,042
-76
-2% -$5.72K 0.06% 224
2017
Q2 		$231K Buy
3,118
+1
+0% +$70 0.07% 220
2017
Q1 		$224K Buy
3,117
+2
+0.1% +$130 0.07% 224
2016
Q4 		$214K Buy
+3,115
New +$196K 0.07% 186

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

Sowell Financial Services's YUM Position: Q2 2026 in Review

Sowell Financial Services reduced its Yum! Brands (YUM) stake by 1.3% in Q2 2026, selling an estimated $12.4K and leaving 6,073 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #475.

Sowell Financial Services first reported a position in YUM in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.25M in Q3 2019. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Sowell Financial Services held 6,073 shares of Yum! Brands worth $971K as of Q2 2026.
  • Sowell Financial Services sold 80 Yum! Brands shares in Q2 2026, an estimated $12.4K.
  • Yum! Brands made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #475 holding.
  • Sowell Financial Services first reported a position in Yum! Brands in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Yum! Brands position peaked at $1.25M in Q3 2019.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.