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Whipplewood Advisors’s Yum! Brands YUM Stock Holding History

Whipplewood 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 		– Sell
-133
Closed -$20.7K – 1044
2026
Q1 		$20.7K Buy
+133
New +$21.1K 0.01% 388
2025
Q3 		– Sell
-159
Closed -$23.6K – 1179
2025
Q2 		$23.6K Buy
159
+88
+124% +$12.8K 0.01% 430
2025
Q1 		$26.9K Sell
71
-89
-56% -$12.8K 0.02% 398
2024
Q4 		$21.5K Buy
+160
New +$21.6K 0.01% 435

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

Whipplewood Advisors's YUM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 133 shares — an estimated $20.7K sold.

Whipplewood Advisors first reported a position in YUM in Q4 2024 and held it in 4 quarters. The position peaked at $26.9K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Whipplewood Advisors reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 133 Yum! Brands shares in Q2 2026, an estimated $20.7K.
  • Whipplewood Advisors first reported a position in Yum! Brands in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Yum! Brands position peaked at $26.9K in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

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