WA
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Waddell & Associates’s Yum! Brands YUM Stock Holding History

Waddell & Associates’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
Q1 		$323K Sell
2,079
-114
-5% -$18.1K 0.02% 323
2025
Q4 		$332K Buy
2,193
+60
+3% +$8.89K 0.02% 256
2025
Q3 		$324K Buy
2,133
+58
+3% +$8.54K 0.03% 199
2025
Q2 		$307K Hold
2,075
– – 0.03% 162
2025
Q1 		$327K Hold
2,075
– – 0.04% 118
2024
Q4 		$278K Hold
2,075
– – 0.03% 129
2024
Q3 		$290K Hold
2,075
– – 0.04% 123
2024
Q2 		$275K Hold
2,075
– – 0.04% 118
2024
Q1 		$288K Buy
2,075
+1
+0% +$134 0.04% 113
2023
Q4 		$271K Sell
2,074
-258
-11% -$32.2K 0.04% 124
2023
Q3 		$291K Hold
2,332
– – 0.04% 129
2023
Q2 		$323K Buy
+2,332
New +$316K 0.05% 114

Other funds holding YUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return