WH
YUM icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return