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 Q2	–	Sell	-8,166	Closed	-$1.27M	–	376
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	1.6%	22

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WBI Investments's YUM Position: Q2 2026 in Review

WBI Investments sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 8,166 shares — an estimated $1.27M sold.

WBI Investments first reported a position in YUM in Q3 2014 and held it in 10 quarters. The position peaked at $54M in Q3 2014. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

WBI Investments reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 8,166 Yum! Brands shares in Q2 2026, an estimated $1.27M.
WBI Investments first reported a position in Yum! Brands in Q3 2014 and held it in 10 quarters.
WBI Investments's Yum! Brands position peaked at $54M in Q3 2014.
1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.