WA
YUM icon

Waverly Advisors’s Yum! Brands YUM Stock Holding History

Waverly 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
Q2 		$2.59M Buy
16,206
+1,798
+12% +$278K 0.02% 635
2026
Q1 		$2.24M Buy
14,408
+3,347
+30% +$530K 0.02% 623
2025
Q4 		$1.67M Buy
11,061
+5,311
+92% +$787K 0.01% 630
2025
Q3 		$874K Sell
5,750
-153
-3% -$22.5K 0.01% 683
2025
Q2 		$875K Buy
5,903
+18
+0.3% +$2.63K 0.01% 649
2025
Q1 		$926K Buy
5,885
+773
+15% +$111K 0.01% 622
2024
Q4 		$686K Sell
5,112
-622
-11% -$84.1K 0.01% 603
2024
Q3 		$801K Buy
5,734
+1,650
+40% +$219K 0.01% 489
2024
Q2 		$541K Buy
4,084
+789
+24% +$109K 0.01% 567
2024
Q1 		$457K Sell
3,295
-267
-7% -$35.7K 0.01% 499
2023
Q4 		$465K Buy
3,562
+20
+0.6% +$2.5K 0.02% 308
2023
Q3 		$443K Buy
+3,542
New +$466K 0.02% 277
2018
Q1 		– Sell
-88
Closed -$7K – 363
2017
Q4 		$7K Buy
+88
New +$6.96K ﹤0.01% 354
2016
Q4 		– Sell
-4,888
Closed -$319K – 127
2016
Q3 		$319K Buy
4,888
+1,224
+33% +$78.1K 0.13% 67
2016
Q2 		$218K Sell
3,664
-139
-4% -$8.19K 0.1% 72
2016
Q1 		$224K Buy
+3,803
New +$200K 0.14% 76
2015
Q4 		– Sell
-729
Closed -$42K – 397
2015
Q3 		$42K Hold
729
– – 0.03% 158
2015
Q2 		$47K Buy
729
+345
+90% +$21.9K 0.03% 149
2015
Q1 		$22K Hold
384
– – 0.01% 189
2014
Q4 		$20K Sell
384
-174
-31% -$9.06K 0.01% 215
2014
Q3 		$29K Hold
558
– – 0.02% 288
2014
Q2 		$33K Sell
558
-12
-2% -$667 0.01% 274
2014
Q1 		$31K Buy
570
+117
+26% +$6.16K 0.01% 267
2013
Q4 		$25K Hold
453
– – 0.01% 429
2013
Q3 		$23K Buy
+453
New +$23.5K 0.01% 342

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

Waverly Advisors's YUM Position: Q2 2026 in Review

Waverly Advisors increased its Yum! Brands (YUM) stake by 12% in Q2 2026, buying an estimated $278K and bringing the position to 16,206 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #635.

Waverly Advisors first reported a position in YUM in Q3 2013 and has held it in 25 quarters since. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Waverly Advisors held 16,206 shares of Yum! Brands worth $2.59M as of Q2 2026.
  • Waverly Advisors bought 1,798 Yum! Brands shares in Q2 2026, an estimated $278K.
  • Yum! Brands made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #635 holding.
  • Waverly Advisors first reported a position in Yum! Brands in Q3 2013 and has held it in 25 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.