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Wealthquest’s Yum! Brands YUM Stock Holding History

Wealthquest’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 		$204K Sell
1,278
-103
-7% -$16K 0.01% 171
2026
Q1 		$215K Sell
1,381
-153
-10% -$24.2K 0.02% 144
2025
Q4 		$232K Buy
+1,534
New +$227K 0.02% 131

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

Wealthquest's YUM Position: Q2 2026 in Review

Wealthquest reduced its Yum! Brands (YUM) stake by 7.5% in Q2 2026, selling an estimated $16K and leaving 1,278 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #171.

Wealthquest first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Wealthquest held 1,278 shares of Yum! Brands worth $204K as of Q2 2026.
  • Wealthquest sold 103 Yum! Brands shares in Q2 2026, an estimated $16K.
  • Yum! Brands made up 0.01% of Wealthquest's portfolio in Q2 2026, its #171 holding.
  • Wealthquest first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
  • Wealthquest's Yum! Brands position peaked at $232K in Q4 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.