Westbourne Investment Advisors’s Yum! Brands YUM Stock Holding History

Westbourne Investment 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	$253K	Hold	1,585	–	–	0.07%	102
2026 Q1	$246K	Hold	1,585	–	–	0.07%	102
2025 Q4	$240K	Hold	1,585	–	–	0.07%	103
2025 Q3	$241K	Hold	1,585	–	–	0.07%	102
2025 Q2	$235K	Hold	1,585	–	–	0.07%	99
2025 Q1	$249K	Hold	1,585	–	–	0.09%	78
2024 Q4	$213K	Hold	1,585	–	–	0.07%	83
2024 Q3	$221K	Hold	1,585	–	–	0.08%	85
2024 Q2	$210K	Sell	1,585 -1,585	-50%	-$218K	0.08%	82
2024 Q1	$427K	Buy	3,170 +1,585	+100%	+$212K	0.16%	71
2023 Q4	$207K	Buy	+1,585	New	+$198K	0.08%	87
2023 Q3	–	Sell	-1,585	Closed	-$220K	–	91
2023 Q2	$220K	Hold	1,585	–	–	0.1%	85
2023 Q1	$209K	Hold	1,585	–	–	0.1%	89
2022 Q4	$203K	Buy	+1,585	New	+$192K	0.1%	89
2022 Q1	–	Sell	-1,585	Closed	-$220K	–	103
2021 Q4	$220K	Buy	+1,585	New	+$203K	0.09%	96

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

Westbourne Investment Advisors's YUM Position: Q2 2026 in Review

Westbourne Investment Advisors held its Yum! Brands (YUM) position steady in Q2 2026 at 1,585 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #102.

Westbourne Investment Advisors first reported a position in YUM in Q4 2021 and has held it in 15 quarters since. The position peaked at $427K in Q1 2024. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Westbourne Investment Advisors held 1,585 shares of Yum! Brands worth $253K as of Q2 2026.
Westbourne Investment Advisors left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up 0.07% of Westbourne Investment Advisors's portfolio in Q2 2026, its #102 holding.
Westbourne Investment Advisors first reported a position in Yum! Brands in Q4 2021 and has held it in 15 quarters since.
Westbourne Investment Advisors's Yum! Brands position peaked at $427K in Q1 2024.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.