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United Financial Planning Group’s Yum! Brands YUM Stock Holding History

United Financial Planning Group’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 		$3.68K Sell
23
-14
-38% -$2.17K ﹤0.01% 416
2026
Q1 		$5.75K Buy
37
+20
+118% +$3.17K ﹤0.01% 293
2025
Q4 		$2.57K Buy
+17
New +$2.52K ﹤0.01% 321

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

United Financial Planning Group's YUM Position: Q2 2026 in Review

United Financial Planning Group reduced its Yum! Brands (YUM) stake by 38% in Q2 2026, selling an estimated $2.17K and leaving 23 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

United Financial Planning Group first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.75K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • United Financial Planning Group held 23 shares of Yum! Brands worth $3.68K as of Q2 2026.
  • United Financial Planning Group sold 14 Yum! Brands shares in Q2 2026, an estimated $2.17K.
  • Yum! Brands made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #416 holding.
  • United Financial Planning Group first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Yum! Brands position peaked at $5.75K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.