Summit Trail Advisors’s Yum! Brands YUM Stock Holding History

Summit Trail 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 Q2	$2.45M	Buy	15,298 +2,260	+17%	+$350K	0.03%	477
2026 Q1	$2.03M	Buy	13,038 +1,405	+12%	+$223K	0.03%	512
2025 Q4	$1.76M	Sell	11,633 -1,991	-15%	-$295K	0.03%	487
2025 Q3	$2.07M	Buy	13,624 +4,783	+54%	+$704K	0.03%	429
2025 Q2	$1.31M	Buy	+8,841	New	+$1.29M	0.02%	380
2024 Q4	–	Sell	-2,164	Closed	-$302K	–	795
2024 Q3	$302K	Sell	2,164 -93	-4%	-$12.4K	0.01%	543
2024 Q2	$299K	Sell	2,257 -464	-17%	-$63.9K	0.01%	496
2024 Q1	$377K	Buy	2,721 +651	+31%	+$86.9K	0.01%	405
2023 Q4	$270K	Buy	2,070 +248	+14%	+$31K	0.01%	424
2023 Q3	$228K	Buy	+1,822	New	+$240K	0.01%	469
2018 Q1	–	Sell	-2,311	Closed	-$196K	–	1696
2017 Q4	$196K	Buy	+2,311	New	+$183K	0.02%	429

Other funds holding YUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's YUM Position: Q2 2026 in Review

Summit Trail Advisors increased its Yum! Brands (YUM) stake by 17% in Q2 2026, buying an estimated $350K and bringing the position to 15,298 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #477.

Summit Trail Advisors first reported a position in YUM in Q4 2017 and has held it in 11 quarters since. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Summit Trail Advisors held 15,298 shares of Yum! Brands worth $2.45M as of Q2 2026.
Summit Trail Advisors bought 2,260 Yum! Brands shares in Q2 2026, an estimated $350K.
Yum! Brands made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #477 holding.
Summit Trail Advisors first reported a position in Yum! Brands in Q4 2017 and has held it in 11 quarters since.
1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.