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, Q3 2023
Institutional positions in Yum Brands Inc as of Sep 30, 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
- 1,130
- −27 vs. Q2 2023
- Shares held
- 225.2M
- −2.25M (−1.0%) vs. Q2 2023
- Total value
- $28.2B
- −$3.29B (−10.4%) vs. Q2 2023
- New holders
- 79
- 363 more added
- Sold out
- 106
- 398 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Yum Brands Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 2,662 | $332.6K | 0.23% | +13+0.5% | Added |
| Howard Financial Services, Ltd. | 2,688 | $335.8K | 0.08% | −10.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,693 | $336.5K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,700 | $337.3K | 0.00% | −33,200−92.5% | Reduced |
| Trust Co of Vermont | 2,732 | $341.3K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,733 | $341.5K | 0.01% | +16+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,748 | $343.3K | 0.06% | −2−0.1% | Reduced |
| Lazard Asset Management LLC | 2,764 | $345.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,800 | $349.8K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,807 | $350.7K | 0.04% | −69−2.4% | Reduced |
| Parnassus Investments | 2,813 | $351.5K | 0.00% | +124+4.6% | Added |
| WealthShield Partners, LLC | 2,815 | $351.7K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,816 | $351.8K | 0.17% | −477−14.5% | Reduced |
| Eudaimonia Partners, LLC | 2,816 | $351.8K | 0.09% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,823 | $352.7K | 0.03% | −62−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 3,028 | $353.9K | 0.02% | +5+0.2% | Added |
| Grimes & Company, Inc. | 2,851 | $356.2K | 0.01% | +20+0.7% | Added |
| Triangle Securities Wealth Management | 2,853 | $356.5K | 0.13% | −71−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 2,863 | $357.7K | 0.07% | +312+12.2% | Added |
| Carl P. Sherr & Co., LLC | 2,877 | $359.5K | 0.24% | −102−3.4% | Reduced |
| Grove Bank & Trust | 2,879 | $359.7K | 0.07% | −448−13.5% | Reduced |
| FSM Wealth Advisors, LLC | 2,895 | $361.7K | 0.18% | +105+3.8% | Added |
| Elk River Wealth Management, LLC | 2,900 | $362.3K | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 2,935 | $366.7K | 0.01% | +1,035+54.5% | Added |
| Axxcess Wealth Management, LLC | 2,948 | $368.3K | 0.01% | +375+14.6% | Added |
| Round Rock Advisors, LLC | 2,958 | $369.6K | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,961 | $370.0K | 0.09% | −421−12.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,966 | $370.6K | 0.01% | +2,966 | New |
| Institute for Wealth Management, LLC. | 2,969 | $371.0K | 0.07% | −71−2.3% | Reduced |
| NEOS Investment Management LLC | 2,975 | $371.7K | 0.05% | +2,975 | New |
| Great Diamond Partners, LLC | 2,985 | $372.9K | 0.10% | −10.0% | Reduced |
| WealthBridge Capital Management, LLC | 2,985 | $372.9K | 0.15% | +33+1.1% | Added |
| Thompson Siegel & Walmsley LLC | 2,986 | $373.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,988 | $373.3K | 0.13% | +2,988 | New |
| Chesley Taft & Associates LLC | 2,994 | $374.1K | 0.02% | 00.0% | Unchanged |
| IMS Capital Management | 3,024 | $377.9K | 0.23% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,035 | $379.2K | 0.01% | +780+34.6% | Added |
| FineMark National Bank & Trust | 3,038 | $379.6K | 0.02% | +520+20.7% | Added |
| Country Club Bank | 3,061 | $379.8K | 0.03% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 3,042 | $380.1K | 0.01% | −540−15.1% | Reduced |
| Symmetry Partners, LLC | 3,055 | $382.0K | 0.02% | −464−13.2% | Reduced |
| Spears Abacus Advisors LLC | 3,060 | $382.3K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,066 | $383.1K | 0.04% | +2+0.1% | Added |
| Heritage Trust Co | 3,067 | $383.2K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,071 | $383.7K | 0.04% | −8−0.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,078 | $384.6K | 0.19% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,085 | $385.4K | 0.03% | −10.0% | Reduced |
| Lincoln National Corp | 3,093 | $386.4K | 0.01% | +477+18.2% | Added |
| Nicolet Bankshares Inc | 3,093 | $386.4K | 0.12% | −30−1.0% | Reduced |
| SPC Financial, Inc. | 3,100 | $387.3K | 0.04% | +9+0.3% | Added |
| CIBC World Markets Inc. | 3,125 | $390.0K | 0.00% | −9,421−75.1% | Reduced |
| Pure Financial Advisors, Inc. | 3,139 | $392.2K | 0.02% | +184+6.2% | Added |
| Pettee Investors, Inc. | 3,145 | $392.9K | 0.19% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 3,157 | $394.4K | 0.21% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,162 | $395.1K | 0.40% | −415−11.6% | Reduced |
| Mutual Advisors, LLC | 3,183 | $397.6K | 0.02% | +20+0.6% | Added |
| Daymark Wealth Partners, LLC | 3,189 | $398.4K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 3,207 | $400.7K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 3,208 | $400.8K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,213 | $401.5K | 0.02% | −63−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 3,214 | $401.6K | 0.02% | −917−22.2% | Reduced |
| MSH Capital Advisors LLC | 3,220 | $402.3K | 0.16% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,222 | $402.5K | 0.18% | −39−1.2% | Reduced |
| Jacobi Capital Management LLC | 3,223 | $402.7K | 0.05% | +537+20.0% | Added |
| Caxton Associates LP | 3,225 | $402.9K | 0.06% | −8,214−71.8% | Reduced |
| Trust Asset Management LLC | 3,231 | $403.7K | 0.04% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,235 | $404.2K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 3,246 | $405.6K | 0.05% | +3,246 | New |
| American Money Management, LLC | 3,261 | $407.4K | 0.10% | −88−2.6% | Reduced |
| V-Square Quantitative Management LLC | 3,282 | $410.1K | 0.18% | +1,574+92.2% | Added |
| Level Four Advisory Services, LLC | 3,301 | $412.5K | 0.03% | −198−5.7% | Reduced |
| Peachtree Investment Partners, LLC | 3,323 | $415.2K | 0.21% | −148−4.3% | Reduced |
| Kovack Advisors, Inc. | 3,328 | $415.8K | 0.06% | −70−2.1% | Reduced |
| Woodmont Investment Counsel LLC | 3,338 | $417.1K | 0.04% | −250−7.0% | Reduced |
| United Bank | 3,350 | $418.5K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,350 | $418.6K | 0.05% | −256−7.1% | Reduced |
| Lindbrook Capital, LLC | 3,351 | $418.7K | 0.05% | −153−4.4% | Reduced |
| SeaCrest Wealth Management, LLC | 3,367 | $420.6K | 0.05% | −634−15.8% | Reduced |
| Forum Financial Management, LP | 3,368 | $420.8K | 0.01% | −4−0.1% | Reduced |
| Northern Financial Advisors Inc | 3,407 | $425.7K | 0.39% | +86+2.6% | Added |
| Cary Street Partners Asset Management LLC | 3,420 | $427.3K | 0.08% | −240−6.6% | Reduced |
| Radnor Capital Management, LLC | 3,429 | $428.0K | 0.09% | +3,429 | New |
| Naples Global Advisors, LLC | 3,464 | $432.8K | 0.05% | +400+13.1% | Added |
| Hohimer Wealth Management, LLC | 3,480 | $434.8K | 0.12% | 00.0% | Unchanged |
| Old National Bancorp | 3,483 | $435.2K | 0.01% | −5−0.1% | Reduced |
| Hyman Charles D | 3,493 | $436.0K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,542 | $442.5K | 0.02% | +3,542 | New |
| IHT Wealth Management, LLC | 3,569 | $445.9K | 0.02% | +674+23.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,575 | $446.7K | 0.03% | 00.0% | Unchanged |
| Natixis | 3,587 | $448.2K | 0.00% | +2,717+312.3% | Added |
| Whalerock Point Partners, LLC | 3,594 | $449.0K | 0.16% | 00.0% | Unchanged |
| Key Financial Inc | 3,600 | $449.8K | 0.15% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,614 | $451.5K | 0.03% | +785+27.7% | Added |
| Ronald Blue Trust, Inc. | 3,266 | $453.0K | 0.01% | +196+6.4% | Added |
| Chilton Investment Co LLC | 3,634 | $454.0K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,636 | $454.3K | 0.37% | −1,007−21.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,659 | $457.2K | 0.05% | −180−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 3,667 | $457.8K | 0.02% | +28+0.8% | Added |
| Colonial Trust Co | 3,666 | $458.0K | 0.11% | −111−2.9% | Reduced |
| Notis-McConarty Edward | 3,680 | $459.8K | 0.19% | −200−5.2% | Reduced |