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Willner & Heller’s Yum! Brands YUM Stock Holding History

Willner & Heller’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 		$345K Buy
2,159
+10
+0.5% +$1.55K 0.22% 124
2026
Q1 		$334K Buy
2,149
+10
+0.5% +$1.58K 0.25% 118
2025
Q4 		$324K Buy
2,139
+10
+0.5% +$1.48K 0.23% 125
2025
Q3 		$324K Hold
2,129
– – 0.25% 116
2025
Q2 		$315K Sell
2,129
-238
-10% -$34.7K 0.27% 112
2025
Q1 		$372K Sell
2,367
-108
-4% -$15.6K 0.34% 100
2024
Q4 		$332K Sell
2,475
-269
-10% -$36.4K 0.29% 110
2024
Q3 		$383K Buy
2,744
+126
+5% +$16.8K 0.34% 100
2024
Q2 		$347K Buy
2,618
+10
+0.4% +$1.38K 0.33% 101
2024
Q1 		$362K Buy
2,608
+11
+0.4% +$1.47K 0.36% 99
2023
Q4 		$339K Buy
+2,597
New +$324K 0.38% 93
2022
Q4 		$329K Buy
2,568
+10
+0.4% +$1.21K 0.47% 81
2022
Q3 		$272K Buy
2,558
+10
+0.4% +$1.16K 0.44% 87
2022
Q2 		$289K Hold
2,548
– – 0.45% 79
2022
Q1 		$354K Sell
2,548
-149
-6% -$18.4K 0.44% 83
2021
Q4 		$330K Buy
+2,697
New +$345K 0.44% 84

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

Willner & Heller's YUM Position: Q2 2026 in Review

Willner & Heller increased its Yum! Brands (YUM) stake by 0.47% in Q2 2026, buying an estimated $1.55K and bringing the position to 2,159 shares worth $345K. The position accounts for 0.22% of the portfolio, ranked #124.

Willner & Heller first reported a position in YUM in Q4 2021 and has held it in 16 quarters since. The position peaked at $383K in Q3 2024. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Willner & Heller held 2,159 shares of Yum! Brands worth $345K as of Q2 2026.
  • Willner & Heller bought 10 Yum! Brands shares in Q2 2026, an estimated $1.55K.
  • Yum! Brands made up 0.22% of Willner & Heller's portfolio in Q2 2026, its #124 holding.
  • Willner & Heller first reported a position in Yum! Brands in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Yum! Brands position peaked at $383K in Q3 2024.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.