Synergy Asset Management’s Yum! Brands YUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
1,400
-10
-0.7% -$1.55K 0.02% 245
2026
Q1
$219K Buy
1,410
+10
+0.7% +$1.58K 0.02% 233
2025
Q4
$212K Sell
1,400
-2,800
-67% -$415K 0.02% 212
2025
Q3
$628K Buy
4,200
+2,800
+200% +$412K 0.02% 195
2025
Q2
$207K Buy
+1,400
New +$204K 0.02% 178
2025
Q1
Sell
-40
Closed -$5.59K 891
2024
Q4
$5.59K Buy
+40
New +$5.41K ﹤0.01% 554
2021
Q3
Sell
-1,965
Closed -$226K 140
2021
Q2
$226K Sell
1,965
-150
-7% -$17.7K 0.06% 91
2021
Q1
$229K Hold
2,115
0.07% 79
2020
Q4
$230K Buy
+2,115
New +$216K 0.07% 70

Other funds holding YUM

Synergy Asset Management's YUM Position: Q2 2026 in Review

Synergy Asset Management reduced its Yum! Brands (YUM) stake by 0.71% in Q2 2026, selling an estimated $1.55K and leaving 1,400 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #245.

Synergy Asset Management first reported a position in YUM in Q4 2020 and has held it in 9 quarters since. The position peaked at $628K in Q3 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Synergy Asset Management held 1,400 shares of Yum! Brands worth $224K as of Q2 2026.
  • Synergy Asset Management sold 10 Yum! Brands shares in Q2 2026, an estimated $1.55K.
  • Yum! Brands made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #245 holding.
  • Synergy Asset Management first reported a position in Yum! Brands in Q4 2020 and has held it in 9 quarters since.
  • Synergy Asset Management's Yum! Brands position peaked at $628K in Q3 2025.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.