WBI Investments’s Yum! Brands YUM Stock Holding History

WBI Investments’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	$1.27M	Buy	8,166 +2,914	+55%	+$462K	0.35%	68
2025 Q4	$795K	Buy	5,252 +3,246	+162%	+$481K	0.21%	139
2025 Q3	$305K	Buy	+2,006	New	+$295K	0.08%	251
2025 Q2	–	Sell	-8,396	Closed	-$1.32M	–	334
2025 Q1	$1.32M	Buy	+8,396	New	+$1.21M	0.35%	80
2023 Q2	–	Sell	-11,366	Closed	-$1.5M	–	235
2023 Q1	$1.5M	Buy	+11,366	New	+$1.46M	0.3%	90
2021 Q2	–	Sell	-2,987	Closed	-$323K	–	253
2021 Q1	$323K	Sell	2,987 -39,421	-93%	-$4.17M	0.05%	165
2020 Q4	$4.6M	Buy	+42,408	New	+$4.33M	0.7%	29
2015 Q2	–	Sell	-95,188	Closed	-$5.39M	–	285
2015 Q1	$5.39M	Sell	95,188 -2,539	-3%	-$139K	0.13%	120
2014 Q4	$5.12M	Sell	97,727 -946,662	-91%	-$49.3M	0.14%	104
2014 Q3	$54M	Buy	+1,044,389	New	+$55.6M	1.61%	22

Other funds holding YUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return