Summit Global Investments’s Yum! Brands YUM Stock Holding History

Summit Global Investments’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	-23,834	Closed	-$3.62M	–	553
2025 Q3	$3.62M	Sell	23,834 -9,743	-29%	-$1.43M	0.21%	70
2025 Q2	$4.97M	Buy	+33,577	New	+$4.9M	0.29%	61
2025 Q1	–	Sell	-2,462	Closed	-$337K	–	599
2024 Q4	$337K	Hold	2,462	–	–	0.02%	427
2024 Q3	$344K	Hold	2,462	–	–	0.02%	410
2024 Q2	$344K	Hold	2,462	–	–	0.02%	402
2024 Q1	$344K	Sell	2,462 -12,806	-84%	-$1.71M	0.03%	384
2023 Q4	$2M	Sell	15,268 -10,730	-41%	-$1.34M	0.13%	124
2023 Q3	$3.25M	Sell	25,998 -57,329	-69%	-$7.54M	0.22%	99
2023 Q2	$11.5M	Buy	83,327 +14,948	+22%	+$2.03M	0.76%	30
2023 Q1	$9.03M	Buy	+68,379	New	+$8.8M	0.7%	30
2020 Q1	–	Sell	-55,441	Closed	-$5.58M	–	316
2019 Q4	$5.58M	Buy	+55,441	New	+$5.74M	0.61%	56

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

Summit Global Investments's YUM Position: Q4 2025 in Review

Summit Global Investments sold out of Yum! Brands (YUM) in Q4 2025, closing a stake of 23,834 shares — an estimated $3.62M sold.

Summit Global Investments first reported a position in YUM in Q4 2019 and held it in 11 quarters. The position peaked at $11.5M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold YUM as of Q4 2025.

Summit Global Investments reported no remaining Yum! Brands position as of Q4 2025 after selling out during the quarter.
Summit Global Investments sold 23,834 Yum! Brands shares in Q4 2025, an estimated $3.62M.
Summit Global Investments first reported a position in Yum! Brands in Q4 2019 and held it in 11 quarters.
Summit Global Investments's Yum! Brands position peaked at $11.5M in Q2 2023.
1,401 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.