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

Synergy Investment Management’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 		$4.1K Buy
27
+26
+2,600% +$4.03K ﹤0.01% 795
2026
Q1 		$155 Buy
+1
New +$158 ﹤0.01% 892

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Synergy Investment Management increased its Yum! Brands (YUM) stake by 2,600% in Q2 2026, buying an estimated $4.03K and bringing the position to 27 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Synergy Investment Management first reported a position in YUM in Q1 2026 and has held it in 2 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Synergy Investment Management held 27 shares of Yum! Brands worth $4.1K as of Q2 2026.
  • Synergy Investment Management bought 26 Yum! Brands shares in Q2 2026, an estimated $4.03K.
  • Yum! Brands made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #795 holding.
  • Synergy Investment Management first reported a position in Yum! Brands in Q1 2026 and has held it in 2 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.