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Valmark Advisers’s Yum! Brands YUM Stock Holding History

Valmark Advisers’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 		$306K Hold
1,915
– – ﹤0.01% 613
2026
Q1 		$298K Hold
1,915
– – ﹤0.01% 578
2025
Q4 		$290K Sell
1,915
-50
-3% -$7.41K ﹤0.01% 568
2025
Q3 		$299K Buy
1,965
+50
+3% +$7.36K ﹤0.01% 557
2025
Q2 		$284K Buy
1,915
+69
+4% +$10.1K ﹤0.01% 562
2025
Q1 		$290K Buy
1,846
+116
+7% +$16.7K ﹤0.01% 522
2024
Q4 		$232K Buy
+1,730
New +$234K ﹤0.01% 561

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

Valmark Advisers's YUM Position: Q2 2026 in Review

Valmark Advisers held its Yum! Brands (YUM) position steady in Q2 2026 at 1,915 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Valmark Advisers first reported a position in YUM in Q4 2024 and has held it in 7 quarters since. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Valmark Advisers held 1,915 shares of Yum! Brands worth $306K as of Q2 2026.
  • Valmark Advisers left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #613 holding.
  • Valmark Advisers first reported a position in Yum! Brands in Q4 2024 and has held it in 7 quarters since.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.