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Spire Wealth Management’s Yum! Brands YUM Stock Holding History

Spire 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 		$498K Buy
3,112
+417
+15% +$64.6K 0.02% 551
2026
Q1 		$419K Hold
2,695
– – 0.01% 586
2025
Q4 		$408K Sell
2,695
-16
-0.6% -$2.37K 0.01% 591
2025
Q3 		$412K Sell
2,711
-182
-6% -$26.8K 0.01% 580
2025
Q2 		$429K Sell
2,893
-2,201
-43% -$321K 0.02% 548
2025
Q1 		$802K Buy
5,094
+298
+6% +$42.9K 0.03% 453
2024
Q4 		$643K Buy
4,796
+54
+1% +$7.3K 0.02% 498
2024
Q3 		$663K Buy
4,742
+476
+11% +$63.3K 0.02% 459
2024
Q2 		$565K Sell
4,266
-42
-1% -$5.78K 0.02% 466
2024
Q1 		$597K Sell
4,308
-234
-5% -$31.2K 0.01% 481
2023
Q4 		$601K Buy
4,542
+5
+0.1% +$624 0.02% 474
2023
Q3 		$567K Sell
4,537
-538
-11% -$70.8K 0.02% 452
2023
Q2 		$703K Sell
5,075
-865
-15% -$117K 0.03% 422
2023
Q1 		$785K Buy
5,940
+1,931
+48% +$248K 0.03% 387
2022
Q4 		$513K Buy
4,009
+165
+4% +$20K 0.03% 359
2022
Q3 		$409K Sell
3,844
-4,679
-55% -$543K 0.02% 370
2022
Q2 		$967K Sell
8,523
-254
-3% -$29.5K 0.04% 335
2022
Q1 		$1.04M Sell
8,777
-4,315
-33% -$532K 0.03% 381
2021
Q4 		$1.82M Buy
13,092
+2,737
+26% +$350K 0.04% 327
2021
Q3 		$1.27M Buy
10,355
+240
+2% +$30.4K 0.03% 359
2021
Q2 		$1.16M Sell
10,115
-5,479
-35% -$646K 0.03% 386
2021
Q1 		$1.69M Buy
+15,594
New +$1.65M 0.04% 322

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

Spire Wealth Management's YUM Position: Q2 2026 in Review

Spire Wealth Management increased its Yum! Brands (YUM) stake by 15% in Q2 2026, buying an estimated $64.6K and bringing the position to 3,112 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #551.

Spire Wealth Management first reported a position in YUM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.82M in Q4 2021. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Spire Wealth Management held 3,112 shares of Yum! Brands worth $498K as of Q2 2026.
  • Spire Wealth Management bought 417 Yum! Brands shares in Q2 2026, an estimated $64.6K.
  • Yum! Brands made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Spire Wealth Management first reported a position in Yum! Brands in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Yum! Brands position peaked at $1.82M in Q4 2021.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.