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Strategic Wealth Partners’s Yum! Brands YUM Stock Holding History

Strategic Wealth Partners’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
Q1 		$62.5K Hold
402
– – ﹤0.01% 474
2025
Q4 		$60.8K Hold
402
– – ﹤0.01% 489
2025
Q3 		$61.1K Sell
402
-215
-35% -$31.7K ﹤0.01% 514
2025
Q2 		$91.4K Buy
+617
New +$90.1K 0.01% 406
2019
Q1 		– Sell
-40
Closed -$5K – 824
2018
Q4 		$5K Buy
+40
New +$3.58K ﹤0.01% 566

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's YUM Position: Q1 2026 in Review

Strategic Wealth Partners held its Yum! Brands (YUM) position steady in Q1 2026 at 402 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Strategic Wealth Partners first reported a position in YUM in Q4 2018 and has held it in 5 quarters since. The position peaked at $91.4K in Q2 2025. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Strategic Wealth Partners held 402 shares of Yum! Brands worth $62.5K as of Q1 2026.
  • Strategic Wealth Partners left its Yum! Brands share count unchanged in Q1 2026.
  • Yum! Brands made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #474 holding.
  • Strategic Wealth Partners first reported a position in Yum! Brands in Q4 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Yum! Brands position peaked at $91.4K in Q2 2025.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.