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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
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 – 1697
2017
Q4 		$196K Buy
+2,311
New +$183K 0.02% 429

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