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Summit Place Financial Advisors’s Yum! Brands YUM Stock Holding History

Summit Place Financial Advisors’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 		$498K Sell
3,200
-364
-10% -$57.6K 0.24% 74
2025
Q4 		$539K Sell
3,564
-10,021
-74% -$1.48M 0.26% 69
2025
Q3 		$2.06M Hold
13,585
– – 0.97% 40
2025
Q2 		$2.01M Hold
13,585
– – 1.01% 41
2025
Q1 		$2.14M Hold
13,585
– – 1.21% 35
2024
Q4 		$1.82M Buy
+13,585
New +$1.84M 1.04% 41
2024
Q2 		– Sell
-13,585
Closed -$1.88M – 94
2024
Q1 		$1.88M Hold
13,585
– – 1.1% 39
2023
Q4 		$1.78M Hold
13,585
– – 1.16% 39
2023
Q3 		$1.7M Buy
13,585
+5
+0% +$658 1.21% 41
2023
Q2 		$1.88M Hold
13,580
– – 1.22% 41
2023
Q1 		$1.79M Buy
+13,580
New +$1.75M 1.27% 39

Other funds holding YUM

BlackRock
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
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 $653B AUM 32.41% 1-Year Est. Return