Trellis Wealth Advisors’s Yum! Brands YUM Stock Holding History

Trellis Wealth 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	$320K	Hold	2,000	–	–	0.11%	41
2026 Q1	$311K	Hold	2,000	–	–	0.12%	40
2025 Q4	$303K	Buy	+2,000	New	+$296K	0.12%	38

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

Trellis Wealth Advisors's YUM Position: Q2 2026 in Review

Trellis Wealth Advisors held its Yum! Brands (YUM) position steady in Q2 2026 at 2,000 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #41.

Trellis Wealth Advisors first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Trellis Wealth Advisors held 2,000 shares of Yum! Brands worth $320K as of Q2 2026.
Trellis Wealth Advisors left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up 0.11% of Trellis Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Trellis Wealth Advisors first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.