Whalerock Point Partners’s Yum! Brands YUM Stock Holding History

Whalerock Point Partners’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	$511K	Hold	3,194	–	–	0.09%	132
2026 Q1	$497K	Hold	3,194	–	–	0.1%	125
2025 Q4	$483K	Hold	3,194	–	–	0.09%	122
2025 Q3	$485K	Hold	3,194	–	–	0.1%	108
2025 Q2	$473K	Hold	3,194	–	–	0.1%	114
2025 Q1	$503K	Hold	3,194	–	–	0.12%	102
2024 Q4	$429K	Hold	3,194	–	–	0.1%	113
2024 Q3	$446K	Hold	3,194	–	–	0.11%	116
2024 Q2	$423K	Hold	3,194	–	–	0.11%	101
2024 Q1	$443K	Sell	3,194 -400	-11%	-$53.4K	0.12%	112
2023 Q4	$470K	Hold	3,594	–	–	0.15%	99
2023 Q3	$449K	Hold	3,594	–	–	0.16%	90
2023 Q2	$498K	Buy	3,594 +44	+1%	+$5.96K	0.17%	88
2023 Q1	$469K	Hold	3,550	–	–	0.17%	85
2022 Q4	$455K	Hold	3,550	–	–	0.18%	83
2022 Q3	$378K	Hold	3,550	–	–	0.17%	94
2022 Q2	$403K	Hold	3,550	–	–	0.17%	87
2022 Q1	$421K	Hold	3,550	–	–	0.15%	97
2021 Q4	$493K	Hold	3,550	–	–	0.17%	89
2021 Q3	$434K	Hold	3,550	–	–	0.17%	91
2021 Q2	$408K	Hold	3,550	–	–	0.16%	96
2021 Q1	$384K	Hold	3,550	–	–	0.17%	91
2020 Q4	$385K	Buy	3,550 +3,226	+996%	+$329K	0.18%	88
2020 Q3	$324K	Sell	324 -3,226	-91%	-$297K	0.18%	89
2020 Q2	$309K	Hold	3,550	–	–	0.18%	88
2020 Q1	$243K	Hold	3,550	–	–	0.17%	96
2019 Q4	$358K	Hold	3,550	–	–	0.19%	101
2019 Q3	$403K	Hold	3,550	–	–	0.22%	87
2019 Q2	$393K	Hold	3,550	–	–	0.22%	90
2019 Q1	$354K	Buy	+3,550	New	+$336K	0.23%	90
2018 Q2	–	Sell	-8,700	Closed	-$740K	–	181
2018 Q1	$740K	Hold	8,700	–	–	0.24%	78
2017 Q4	$710K	Hold	8,700	–	–	0.22%	79
2017 Q3	$641K	Buy	8,700 +200	+2%	+$15K	0.23%	77
2017 Q2	$627K	Buy	8,500 +250	+3%	+$17.4K	0.23%	81
2017 Q1	$527K	Sell	8,250 -375	-4%	-$24.4K	0.2%	85
2016 Q4	$546K	Sell	8,625 -938	-10%	-$58.9K	0.21%	75
2016 Q3	$623K	Buy	+9,563	New	+$610K	0.26%	70
2016 Q1	$553K	Sell	9,424 -139	-1%	-$7.29K	0.24%	75
2015 Q4	$502K	Buy	9,563 +5,390	+129%	+$282K	0.22%	82
2015 Q3	$239K	Hold	4,173	–	–	0.1%	137
2015 Q2	$270K	Hold	4,173	–	–	0.11%	123
2015 Q1	$236K	Hold	4,173	–	–	0.1%	140
2014 Q4	$218K	Hold	4,173	–	–	0.09%	132
2014 Q3	$215K	Hold	4,173	–	–	0.1%	140
2014 Q2	$243K	Hold	4,173	–	–	0.12%	125
2014 Q1	$226K	Hold	4,173	–	–	0.12%	118
2013 Q4	$226K	Buy	+4,173	New	+$215K	0.12%	110

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

Whalerock Point Partners's YUM Position: Q2 2026 in Review

Whalerock Point Partners held its Yum! Brands (YUM) position steady in Q2 2026 at 3,194 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #132.

Whalerock Point Partners first reported a position in YUM in Q4 2013 and has held it in 47 quarters since. The position peaked at $740K in Q1 2018. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Whalerock Point Partners held 3,194 shares of Yum! Brands worth $511K as of Q2 2026.
Whalerock Point Partners left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up 0.09% of Whalerock Point Partners's portfolio in Q2 2026, its #132 holding.
Whalerock Point Partners first reported a position in Yum! Brands in Q4 2013 and has held it in 47 quarters since.
Whalerock Point Partners's Yum! Brands position peaked at $740K in Q1 2018.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.