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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
Q2 		$596K Sell
3,729
-40
-1% -$6.2K 0.01% 1029
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
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

Summit Financial's YUM Position: Q2 2026 in Review

Summit Financial reduced its Yum! Brands (YUM) stake by 1.1% in Q2 2026, selling an estimated $6.2K and leaving 3,729 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #1029.

Summit Financial first reported a position in YUM in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.8M in Q1 2022. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Summit Financial held 3,729 shares of Yum! Brands worth $596K as of Q2 2026.
  • Summit Financial sold 40 Yum! Brands shares in Q2 2026, an estimated $6.2K.
  • Yum! Brands made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1029 holding.
  • Summit Financial first reported a position in Yum! Brands in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Yum! Brands position peaked at $14.8M in Q1 2022.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.