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

StoneCrest 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
2025 Q4	–	Sell	-1,373	Closed	-$209K	–	77
2025 Q3	$209K	Sell	1,373 -117	-8%	-$17.2K	0.09%	70
2025 Q2	$221K	Sell	1,490 -10	-0.7%	-$1.46K	0.11%	69
2025 Q1	$236K	Hold	1,500	–	–	0.15%	63
2024 Q4	$201K	Hold	1,500	–	–	0.13%	63
2024 Q3	$210K	Sell	1,500 -624	-29%	-$83K	0.15%	60
2024 Q2	$281K	Sell	2,124 -18	-0.8%	-$2.48K	0.21%	51
2024 Q1	$297K	Hold	2,142	–	–	0.26%	50
2023 Q4	$280K	Buy	+2,142	New	+$267K	0.27%	48

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

StoneCrest Wealth Management's YUM Position: Q4 2025 in Review

StoneCrest Wealth Management sold out of Yum! Brands (YUM) in Q4 2025, closing a stake of 1,373 shares — an estimated $209K sold.

StoneCrest Wealth Management first reported a position in YUM in Q4 2023 and held it in 8 quarters. The position peaked at $297K in Q1 2024. 1,401 funds tracked by Wall St. Rank hold YUM as of Q4 2025.

StoneCrest Wealth Management reported no remaining Yum! Brands position as of Q4 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 1,373 Yum! Brands shares in Q4 2025, an estimated $209K.
StoneCrest Wealth Management first reported a position in Yum! Brands in Q4 2023 and held it in 8 quarters.
StoneCrest Wealth Management's Yum! Brands position peaked at $297K in Q1 2024.
1,401 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2025.

Based on StoneCrest Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.