WFA
YUM icon

West Financial Advisors’s Yum! Brands YUM Stock Holding History

West Financial 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
2025
Q3 		– Sell
-62
Closed -$9.19K – 211
2025
Q2 		$9.19K Hold
62
– – ﹤0.01% 155
2025
Q1 		$9.76K Hold
62
– – ﹤0.01% 152
2024
Q4 		$8.32K Hold
62
– – ﹤0.01% 159
2024
Q3 		$8.66K Hold
62
– – ﹤0.01% 154
2024
Q2 		$8.21K Hold
62
– – ﹤0.01% 128
2024
Q1 		$8.6K Hold
62
– – ﹤0.01% 124
2023
Q4 		$8.1K Hold
62
– – ﹤0.01% 130
2023
Q3 		$7.75K Hold
62
– – ﹤0.01% 137
2023
Q2 		$8.59K Buy
+62
New +$8.41K ﹤0.01% 132

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Financial Advisors's YUM Position: Q3 2025 in Review

West Financial Advisors sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 62 shares — an estimated $9.19K sold.

West Financial Advisors first reported a position in YUM in Q2 2023 and held it in 9 quarters. The position peaked at $9.76K in Q1 2025. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • West Financial Advisors reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 62 Yum! Brands shares in Q3 2025, an estimated $9.19K.
  • West Financial Advisors first reported a position in Yum! Brands in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's Yum! Brands position peaked at $9.76K in Q1 2025.
  • 1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.