Trellis Wealth Advisors
YUM icon

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
Q3 		$273K Hold
2,000
– – 0.09% 44
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Trellis Wealth Advisors's YUM Position: Q3 2026 in Review

Trellis Wealth Advisors held its Yum! Brands (YUM) position steady in Q3 2026 at 2,000 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #44.

Trellis Wealth Advisors first reported a position in YUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $320K in Q2 2026. 1,160 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Trellis Wealth Advisors held 2,000 shares of Yum! Brands worth $273K as of Q3 2026.
  • Trellis Wealth Advisors left its Yum! Brands share count unchanged in Q3 2026.
  • Yum! Brands made up 0.09% of Trellis Wealth Advisors's portfolio in Q3 2026, its #44 holding.
  • Trellis Wealth Advisors first reported a position in Yum! Brands in Q4 2025 and has held it in 4 quarters since.
  • Trellis Wealth Advisors's Yum! Brands position peaked at $320K in Q2 2026.
  • 1,160 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.