Yum Brands Inc
YUM- Exchange
- NYSE
- Industry
- Retail-Eating Places
- SEC CIK
- 0001041061
In the last 90 days, Yum Brands Inc insiders filed 0 open-market purchases and 6 sales; 1,439 institutions reported holding it in 13F filings for Q2 2026, worth $39.0B in total; superinvestors Fundsmith and Markel Group hold it.
13F holders, Q1 2023
Institutional positions in Yum Brands Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,181
- +29 vs. Q4 2022
- Shares held
- 263.9M
- +44.8M (+20.4%) vs. Q4 2022
- Total value
- $29.1B
- +$1.05B (+3.8%) vs. Q4 2022
- New holders
- 100
- 397 more added
- Sold out
- 71
- 395 more reduced
26 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YUM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,439 | $39.0B |
| Q1 2026 | 1,445 | $36.6B |
| Q4 2025 | 1,402 | $36.4B |
| Q3 2025 | 1,329 | $34.8B |
| Q2 2025 | 1,342 | $34.7B |
| Q1 2025 | 1,348 | $36.7B |
| Q4 2024 | 1,261 | $31.8B |
| Q3 2024 | 1,236 | $33.1B |
| Q2 2024 | 1,208 | $31.9B |
| Q1 2024 | 1,236 | $33.1B |
| Q4 2023 | 1,215 | $30.2B |
| Q3 2023 | 1,130 | $28.2B |
| Q2 2023 | 1,172 | $31.5B |
| Q1 2023 | 1,181 | $29.1B |
| Q4 2022 | 1,178 | $28.1B |
| Q3 2022 | 1,075 | $23.5B |
| Q2 2022 | 1,095 | $25.1B |
| Q1 2022 | 1,149 | $26.3B |
| Q4 2021 | 1,173 | $31.8B |
| Q3 2021 | 1,094 | $28.6B |
| Q2 2021 | 1,086 | $27.0B |
| Q1 2021 | 1,060 | $25.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Yum Brands Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 2,538 | $335.0K | 0.05% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 44,256,970 | $335.1K | 1.73% | +44,256,970 | New |
| 44 Wealth Management LLC | 2,550 | $336.8K | 0.11% | −86−3.3% | Reduced |
| RFG Advisory, LLC | 2,554 | $337.3K | 0.02% | +10+0.4% | Added |
| Brown Brothers Harriman & Co | 2,558 | $337.9K | 0.00% | +10.0% | Added |
| Wintrust Investments LLC | 2,556 | $338.0K | 0.04% | −48−1.8% | Reduced |
| Dover Advisors, LLC | 2,560 | $338.1K | 0.33% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,573 | $339.8K | 0.06% | +178+7.4% | Added |
| Rocky Mountain Advisers, LLC | 2,590 | $342.0K | 0.18% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,591 | $342.2K | 0.09% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,596 | $342.9K | 0.15% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,600 | $343.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,607 | $344.3K | 0.02% | +88+3.5% | Added |
| Joel Isaacson & Co., LLC | 2,613 | $345.1K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 2,614 | $345.3K | 0.01% | −26−1.0% | Reduced |
| Family Firm, Inc. | 2,621 | $346.2K | 0.10% | +10.0% | Added |
| Briggs Advisory Group, Inc. | 2,625 | $346.7K | 0.21% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,629 | $347.2K | 0.03% | +857+48.4% | Added |
| Kinneret Advisory, LLC | 2,629 | $347.2K | 0.04% | −141−5.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,637 | $348.3K | 0.26% | +12+0.5% | Added |
| Trust Co of Vermont | 2,648 | $349.7K | 0.02% | +473+21.7% | Added |
| Tower Bridge Advisors | 2,651 | $350.1K | 0.03% | −67−2.5% | Reduced |
| Howard Financial Services, Ltd. | 2,688 | $355.0K | 0.09% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,693 | $356.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,723 | $359.7K | 0.04% | −279−9.3% | Reduced |
| Empower Advisory Group, LLC | 2,722 | $362.6K | 0.00% | +2,722 | New |
| Gladstone Institutional Advisory LLC | 2,752 | $363.5K | 0.02% | +470+20.6% | Added |
| NBT Bank N A | 2,756 | $364.0K | 0.05% | −75−2.6% | Reduced |
| Daymark Wealth Partners, LLC | 2,756 | $364.0K | 0.05% | +151+5.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,775 | $367.0K | 0.02% | −90−3.1% | Reduced |
| Lazard Asset Management LLC | 2,784 | $367.0K | 0.00% | +2,764+13,820.0% | Added |
| Quantamental Technologies LLC | 2,787 | $368.1K | 0.20% | −1,944−41.1% | Reduced |
| Lincoln National Corp | 2,789 | $368.3K | 0.01% | +43+1.6% | Added |
| Peachtree Investment Partners, LLC | 2,811 | $371.3K | 0.23% | +4+0.1% | Added |
| Grimes & Company, Inc. | 2,815 | $371.8K | 0.02% | +5+0.2% | Added |
| Eudaimonia Partners, LLC | 2,816 | $371.9K | 0.09% | −55−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 2,828 | $373.5K | 0.03% | +235+9.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,832 | $374.1K | 0.00% | −181−6.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,849 | $376.3K | 0.07% | +2,849 | New |
| Echo Street Capital Management LLC | 2,862 | $378.0K | 0.00% | +2,862 | New |
| Clarius Group, LLC | 2,880 | $380.4K | 0.03% | +53+1.9% | Added |
| Great Diamond Partners, LLC | 2,882 | $380.7K | 0.11% | −63−2.1% | Reduced |
| Heritage Trust Co | 2,890 | $381.7K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,897 | $382.6K | 0.04% | −1,065−26.9% | Reduced |
| Elk River Wealth Management, LLC | 2,900 | $383.0K | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,924 | $386.2K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,924 | $386.3K | 0.01% | +48+1.7% | Added |
| AustralianSuper Pty Ltd | 2,935 | $387.7K | 0.00% | +2,935 | New |
| Pure Financial Advisors, Inc. | 2,940 | $388.3K | 0.02% | +921+45.6% | Added |
| Comerica Securities,inc. | 2,942 | $388.6K | 0.03% | −168−5.4% | Reduced |
| Round Rock Advisors, LLC | 2,942 | $388.6K | 0.15% | 00.0% | Unchanged |
| Country Club Bank | 3,011 | $389.4K | 0.03% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,910 | $390.1K | 0.24% | +200+7.4% | Added |
| Sigma Planning Corp | 2,961 | $391.1K | 0.01% | +10.0% | Added |
| Harbour Investments, Inc. | 2,962 | $391.3K | 0.02% | −9−0.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,975 | $393.0K | 0.15% | +2,975 | New |
| Carl P. Sherr & Co., LLC | 2,979 | $393.4K | 0.28% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,986 | $394.0K | 0.01% | −750−20.1% | Reduced |
| Centiva Capital, LP | 2,989 | $394.8K | 0.02% | −8,542−74.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,993 | $395.0K | 0.01% | +372+14.2% | Added |
| Chesley Taft & Associates LLC | 2,994 | $395.4K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,019 | $398.7K | 0.03% | −137−4.3% | Reduced |
| IMS Capital Management | 3,024 | $399.5K | 0.24% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,033 | $400.6K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,132 | $401.0K | 0.01% | +90+3.0% | Added |
| Institute for Wealth Management, LLC. | 3,039 | $401.4K | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 3,043 | $401.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,891 | $402.0K | 0.07% | −47−1.6% | Reduced |
| Spears Abacus Advisors LLC | 3,060 | $404.2K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,063 | $404.6K | 0.02% | +224+7.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,078 | $406.5K | 0.21% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,079 | $406.7K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,089 | $408.0K | 0.07% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,100 | $409.4K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,108 | $411.0K | 0.02% | −9−0.3% | Reduced |
| Essex Financial Services, Inc. | 3,112 | $411.1K | 0.04% | +349+12.6% | Added |
| Nicolet Bankshares Inc | 3,138 | $414.5K | 0.13% | −50−1.6% | Reduced |
| Pettee Investors, Inc. | 3,145 | $415.4K | 0.20% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,149 | $416.0K | 0.02% | +980+45.2% | Added |
| HBK Sorce Advisory LLC | 3,152 | $416.3K | 0.02% | −4,338−57.9% | Reduced |
| Investment Partners, Ltd. | 3,156 | $416.9K | 0.22% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,191 | $421.5K | 0.05% | −9−0.3% | Reduced |
| MSH Capital Advisors LLC | 3,195 | $422.0K | 0.18% | 00.0% | Unchanged |
| First County Bank | 3,204 | $423.2K | 0.21% | 00.0% | Unchanged |
| Diversified Trust Co | 3,207 | $423.6K | 0.02% | −1,936−37.6% | Reduced |
| Courier Capital LLC | 3,207 | $423.6K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 3,208 | $423.7K | 0.03% | −50−1.5% | Reduced |
| First Horizon Advisors, Inc. | 3,214 | $424.5K | 0.02% | −8−0.2% | Reduced |
| Trust Asset Management LLC | 3,231 | $426.8K | 0.05% | −3−0.1% | Reduced |
| Forbes J M & Co LLP | 3,235 | $427.0K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,261 | $430.7K | 0.20% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,267 | $431.5K | 0.05% | +166+5.4% | Added |
| Silvia McColl Wealth Management, LLC | 3,279 | $433.1K | 0.43% | +39+1.2% | Added |
| Grove Bank & Trust | 3,327 | $439.4K | 0.09% | −686−17.1% | Reduced |
| United Bank | 3,350 | $442.5K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,368 | $444.9K | 0.00% | −198−5.6% | Reduced |
| Cigna Investments Inc | 3,382 | $447.0K | 0.09% | −96−2.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,395 | $448.4K | 0.09% | +295+9.5% | Added |
| Kovack Advisors, Inc. | 3,397 | $448.7K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,421 | $451.9K | 0.03% | +1,393+68.7% | Added |