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Triad Wealth Partners’s Yum! Brands YUM Stock Holding History

Triad Wealth Partners’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 		$336K Sell
2,256
-2,180
-49% -$338K 0.02% 417
2026
Q1 		$690K Buy
4,436
+410
+10% +$64.9K 0.05% 220
2025
Q4 		$609K Buy
+4,026
New +$596K 0.06% 227

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Triad Wealth Partners's YUM Position: Q2 2026 in Review

Triad Wealth Partners reduced its Yum! Brands (YUM) stake by 49% in Q2 2026, selling an estimated $338K and leaving 2,256 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #417.

Triad Wealth Partners first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $690K in Q1 2026. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Triad Wealth Partners held 2,256 shares of Yum! Brands worth $336K as of Q2 2026.
  • Triad Wealth Partners sold 2,180 Yum! Brands shares in Q2 2026, an estimated $338K.
  • Yum! Brands made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #417 holding.
  • Triad Wealth Partners first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Yum! Brands position peaked at $690K in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.