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Stonegate Investment Group’s Yum! Brands YUM Stock Holding History

Stonegate Investment Group’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
Q3 		$272K Hold
1,788
– – 0.01% 334
2025
Q2 		$265K Hold
1,788
– – 0.01% 327
2025
Q1 		$281K Hold
1,788
– – 0.01% 282
2024
Q4 		$240K Buy
+1,788
New +$242K 0.01% 303

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonegate Investment Group's YUM Position: Q3 2025 in Review

Stonegate Investment Group held its Yum! Brands (YUM) position steady in Q3 2025 at 1,788 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #334.

Stonegate Investment Group first reported a position in YUM in Q4 2024 and has held it in 4 quarters since. The position peaked at $281K in Q1 2025. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • Stonegate Investment Group held 1,788 shares of Yum! Brands worth $272K as of Q3 2025.
  • Stonegate Investment Group left its Yum! Brands share count unchanged in Q3 2025.
  • Yum! Brands made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #334 holding.
  • Stonegate Investment Group first reported a position in Yum! Brands in Q4 2024 and has held it in 4 quarters since.
  • Stonegate Investment Group's Yum! Brands position peaked at $281K in Q1 2025.
  • 1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.