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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

YUM holding history

Yum Brands Inc in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

YUM overviewAll 13F holders of YUMFull Q2 2026 holdings

Shares (Q2 2026)
5,401
Value
$863.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of YUM by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,401$863.4K<0.1%+40+0.7%AddedHolders
Q1 20265,361$833.6K<0.1%+6+0.1%AddedHolders
Q4 20255,355$810.1K<0.1%00.0%UnchangedHolders
Q3 20255,355$814.0K<0.1%+208+4.0%AddedHolders
Q2 20255,147$762.7K<0.1%−225−4.2%ReducedHolders
Q1 20255,372$845.4K<0.1%00.0%UnchangedHolders
Q4 20245,372$720.7K<0.1%+42+0.8%AddedHolders
Q3 20245,330$744.7K<0.1%−739−12.2%ReducedHolders
Q2 20246,069$803.9K<0.1%−387−6.0%ReducedHolders
Q1 20246,456$895.2K<0.1%+678+11.7%AddedHolders
Q4 20235,778$755.0K<0.1%+486+9.2%AddedHolders
Q3 20235,292$661.2K<0.1%+4+0.1%AddedHolders
Q2 20235,288$732.7K0.1%+4+0.1%AddedHolders
Q1 20235,284$698.0K0.1%+4+0.1%AddedHolders
Q4 20225,280$676.3K0.1%+58+1.1%AddedHolders
Q3 20225,222$555.0K0.1%−51−1.0%ReducedHolders
Q2 20225,273$599.0K0.1%−4,741−47.3%ReducedHolders
Q1 202210,014$1.28M0.2%+5,269+111.0%AddedHolders
Q4 20214,745$659.0K0.1%+3+0.1%AddedHolders
Q3 20214,742$580.0K0.1%+4+0.1%AddedHolders
Q2 20214,738$545.0K0.1%+627+15.3%AddedHolders
Q1 20214,111$445.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.