WAG
YUM icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return