Tom Gayner’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
$39.2M Hold
245,213
0.3% 64
2026
Q1
$38.1M Buy
245,213
+18,762
+8% +$2.97M 0.32% 64
2025
Q4
$34.3M Hold
226,451
0.27% 66
2025
Q3
$34.4M Hold
226,451
0.28% 64
2025
Q2
$33.6M Buy
226,451
+1,000
+0.4% +$146K 0.28% 64
2025
Q1
$35.5M Buy
225,451
+19,949
+10% +$2.87M 0.32% 65
2024
Q4
$27.6M Buy
205,502
+49,000
+31% +$6.63M 0.24% 71
2024
Q3
$21.9M Buy
156,502
+70,000
+81% +$9.31M 0.2% 75
2024
Q2
$11.5M Buy
86,502
+70,350
+436% +$9.68M 0.11% 94
2024
Q1
$2.24M Buy
+16,152
New +$2.16M 0.02% 123

Other funds holding YUM

Tom Gayner's YUM Position: Q2 2026 in Review

Tom Gayner held its Yum! Brands (YUM) position steady in Q2 2026 at 245,213 shares worth $39.2M. The position accounts for 0.3% of the portfolio, ranked #64.

Tom Gayner first reported a position in YUM in Q1 2024 and has held it in 10 quarters since. 1,425 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Tom Gayner held 245,213 shares of Yum! Brands worth $39.2M as of Q2 2026.
  • Tom Gayner left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.3% of Tom Gayner's portfolio in Q2 2026, its #64 holding.
  • Tom Gayner first reported a position in Yum! Brands in Q1 2024 and has held it in 10 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.