Williams Jones Wealth Management’s Yum! Brands YUM Stock Holding History

Williams Jones Wealth Management’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	$2.03M	Buy	12,698 +42	+0.3%	+$6.5K	0.02%	206
2026 Q1	$1.97M	Sell	12,656 -374	-3%	-$59.2K	0.02%	196
2025 Q4	$1.97M	Buy	13,030 +374	+3%	+$55.4K	0.02%	195
2025 Q3	$1.92M	Hold	12,656	–	–	0.02%	192
2025 Q2	$1.88M	Hold	12,656	–	–	0.02%	196
2025 Q1	$1.99M	Buy	12,656 +26	+0.2%	+$3.75K	0.03%	183
2024 Q4	$1.69M	Hold	12,630	–	–	0.02%	203
2024 Q3	$1.76M	Sell	12,630 -9	-0.1%	-$1.2K	0.02%	206
2024 Q2	$1.67M	Sell	12,639 -898	-7%	-$124K	0.02%	210
2024 Q1	$1.88M	Buy	13,537 +509	+4%	+$68K	0.02%	199
2023 Q4	$1.7M	Hold	13,028	–	–	0.02%	204
2023 Q3	$1.63M	Sell	13,028 -58	-0.4%	-$7.63K	0.03%	207
2023 Q2	$1.81M	Sell	13,086 -20	-0.2%	-$2.71K	0.03%	205
2023 Q1	$1.73M	Sell	13,106 -127	-1%	-$16.3K	0.03%	217
2022 Q4	$1.69M	Sell	13,233 -101	-0.8%	-$12.2K	0.03%	214
2022 Q3	$1.42M	Sell	13,334 -129	-1%	-$15K	0.02%	233
2022 Q2	$1.53M	Buy	13,463 +6,187	+85%	+$719K	0.02%	230
2022 Q1	$862K	Buy	7,276 +951	+15%	+$117K	0.01%	278
2021 Q4	$878K	Buy	6,325 +20	+0.3%	+$2.56K	0.01%	272
2021 Q3	$771K	Sell	6,305 -125	-2%	-$15.9K	0.01%	273
2021 Q2	$740K	Sell	6,430 -95	-1%	-$11.2K	0.01%	274
2021 Q1	$706K	Sell	6,525 -100	-2%	-$10.6K	0.01%	276
2020 Q4	$719K	Buy	6,625 +970	+17%	+$99K	0.01%	252
2020 Q3	$516K	Hold	5,655	–	–	0.01%	266
2020 Q2	$491K	Hold	5,655	–	–	0.01%	263
2020 Q1	$388K	Hold	5,655	–	–	0.01%	258
2019 Q4	$570K	Sell	5,655 -70	-1%	-$7.25K	0.01%	261
2019 Q3	$649K	Buy	+5,725	New	+$654K	0.01%	239

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

Williams Jones Wealth Management's YUM Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Yum! Brands (YUM) stake by 0.33% in Q2 2026, buying an estimated $6.5K and bringing the position to 12,698 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #206.

Williams Jones Wealth Management first reported a position in YUM in Q3 2019 and has held it in 28 quarters since. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Williams Jones Wealth Management held 12,698 shares of Yum! Brands worth $2.03M as of Q2 2026.
Williams Jones Wealth Management bought 42 Yum! Brands shares in Q2 2026, an estimated $6.5K.
Yum! Brands made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #206 holding.
Williams Jones Wealth Management first reported a position in Yum! Brands in Q3 2019 and has held it in 28 quarters since.
1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.