Summit Financial’s Yum! Brands YUM Stock Holding History

Summit Financial’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	$586K	Buy	3,769 +829	+28%	+$131K	0.01%	943
2025 Q4	$445K	Buy	2,940 +54	+2%	+$8K	0.01%	924
2025 Q3	$439K	Buy	2,886 +224	+8%	+$33K	0.01%	923
2025 Q2	$395K	Sell	2,662 -38	-1%	-$5.55K	0.01%	619
2025 Q1	$425K	Sell	2,700 -365	-12%	-$52.6K	0.01%	552
2024 Q4	$411K	Buy	3,065 +985	+47%	+$133K	0.01%	476
2024 Q3	$291K	Buy	2,080 +65	+3%	+$8.64K	0.01%	466
2024 Q2	$267K	Buy	+2,015	New	+$277K	0.01%	436
2024 Q1	–	Sell	-1,548	Closed	-$202K	–	406
2023 Q4	$202K	Sell	1,548 -104,368	-99%	-$13M	0.01%	344
2023 Q3	$13.2M	Buy	105,916 +184	+0.2%	+$24.2K	0.98%	14
2023 Q2	$14.6M	Buy	105,732 +340	+0.3%	+$46.1K	1.07%	14
2023 Q1	$13.9M	Buy	105,392 +304	+0.3%	+$39.1K	1.22%	13
2022 Q4	$13.5M	Sell	105,088 -18	-0%	-$2.18K	1.27%	12
2022 Q3	$11.2M	Buy	105,106 +155	+0.1%	+$18K	1.06%	15
2022 Q2	$11.9M	Sell	104,951 -19,914	-16%	-$2.32M	1.12%	16
2022 Q1	$14.8M	Buy	124,865 +20,039	+19%	+$2.47M	1.15%	16
2021 Q4	$14.6M	Buy	104,826 +71	+0.1%	+$9.08K	1.11%	15
2021 Q3	$12.8M	Buy	104,755 +17	+0%	+$2.16K	1.1%	17
2021 Q2	$12M	Buy	+104,738	New	+$12.3M	1.19%	13

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return