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Wiser Advisor Group’s Yum! Brands YUM Stock Holding History

Wiser Advisor Group’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 		$29.1K Sell
182
-4
-2% -$620 0.03% 115
2026
Q1 		$28.9K Buy
186
+1
+0.5% +$158 0.04% 108
2025
Q4 		$28K Hold
185
– – 0.03% 117
2025
Q3 		$28.1K Buy
+185
New +$27.2K 0.03% 116
2025
Q2 		– Sell
-203
Closed -$31.9K – 267
2025
Q1 		$31.9K Buy
203
+1
+0.5% +$144 0.05% 118
2024
Q4 		$27.1K Buy
202
+1
+0.5% +$135 0.04% 129
2024
Q3 		$28.1K Sell
201
-77
-28% -$10.2K 0.04% 132
2024
Q2 		$36.7K Buy
278
+3
+1% +$413 0.06% 113
2024
Q1 		$38.3K Hold
275
– – 0.06% 110
2023
Q4 		$35.9K Buy
+275
New +$34.3K 0.06% 115

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

Wiser Advisor Group's YUM Position: Q2 2026 in Review

Wiser Advisor Group reduced its Yum! Brands (YUM) stake by 2.2% in Q2 2026, selling an estimated $620 and leaving 182 shares worth $29.1K. The position accounts for 0.03% of the portfolio, ranked #115.

Wiser Advisor Group first reported a position in YUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.3K in Q1 2024. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Wiser Advisor Group held 182 shares of Yum! Brands worth $29.1K as of Q2 2026.
  • Wiser Advisor Group sold 4 Yum! Brands shares in Q2 2026, an estimated $620.
  • Yum! Brands made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #115 holding.
  • Wiser Advisor Group first reported a position in Yum! Brands in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Yum! Brands position peaked at $38.3K in Q1 2024.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.