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, Q4 2023
Institutional positions in Yum Brands Inc as of Dec 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
- 1,215
- +104 vs. Q3 2023
- Shares held
- 231.2M
- +6.57M (+2.9%) vs. Q3 2023
- Total value
- $30.2B
- +$2.05B (+7.3%) vs. Q3 2023
- New holders
- 176
- 381 more added
- Sold out
- 72
- 398 more reduced
19 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Yum Brands Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 726 | $94.9K | 0.03% | −73−9.1% | Reduced |
| Tradewinds Capital Management, LLC | 728 | $95.1K | 0.04% | +2+0.3% | Added |
| Castleview Partners, LLC | 736 | $96.1K | 0.07% | +736 | New |
| Icon Wealth Advisors, LLC | 795 | $103.9K | 0.01% | +795 | New |
| Alta Advisers Ltd | 800 | $104.5K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 820 | $107.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 780 | $108.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 841 | $110.0K | 0.00% | −1−0.1% | Reduced |
| Tyler-Stone Wealth Management | 850 | $111.1K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 867 | $113.3K | 0.00% | +544+168.4% | Added |
| GPS Wealth Strategies Group, LLC | 869 | $113.5K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 880 | $115.0K | 0.02% | −586−40.0% | Reduced |
| Washington Trust Advisors, Inc. | 884 | $115.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 889 | $116.1K | 0.06% | +49+5.8% | Added |
| McClarren Financial Advisors, Inc. | 896 | $117.0K | 0.09% | +5+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 910 | $118.9K | 0.05% | −16−1.7% | Reduced |
| Scarborough Advisors, LLC | 917 | $119.8K | 0.02% | +917 | New |
| Geneos Wealth Management Inc. | 919 | $120.1K | 0.01% | −237−20.5% | Reduced |
| First United Bank Trust | 932 | $121.8K | 0.05% | +932 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,000 | $130.6K | 0.00% | −12−1.2% | Reduced |
| Monetary Management Group Inc | 1,000 | $130.7K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,031 | $134.7K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,032 | $134.8K | 0.04% | +1,032 | New |
| Citizens National Bank Trust Department | 1,080 | $141.1K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,086 | $141.9K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,094 | $142.9K | 0.12% | −27−2.4% | Reduced |
| Highlander Capital Management, LLC | 1,100 | $143.7K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,104 | $145.0K | 0.01% | +413+59.8% | Added |
| Johnson Financial Group, Inc. | 1,114 | $145.6K | 0.01% | +956+605.1% | Added |
| Steward Partners Investment Solutions, LLC | 1,122 | $146.6K | 0.06% | +1,122 | New |
| Rothschild Investment LLC | 1,140 | $149.0K | 0.01% | +1,140 | New |
| Benjamin Edwards Inc | 1,150 | $150.0K | 0.03% | +85+8.0% | Added |
| JFS Wealth Advisors, LLC | 1,182 | $154.4K | 0.01% | +7+0.6% | Added |
| Indiana Trust & Investment Management CO | 1,190 | $155.5K | 0.07% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,200 | $156.8K | 0.12% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,200 | $156.8K | 0.06% | +1,200 | New |
| Cetera Trust Company, N.A | 1,206 | $157.6K | 0.10% | +1,206 | New |
| HM Payson & Co | 1,218 | $159.1K | 0.00% | −40−3.2% | Reduced |
| Webster Bank, N. A. | 1,230 | $160.7K | 0.02% | −200−14.0% | Reduced |
| Anchor Investment Management, LLC | 1,237 | $161.6K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,257 | $164.3K | 0.04% | +2+0.2% | Added |
| Penserra Capital Management LLC | 1,299 | $169.0K | 0.00% | −272−17.3% | Reduced |
| Baystate Wealth Management LLC | 1,293 | $169.0K | 0.01% | −10−0.8% | Reduced |
| NBC Securities, Inc. | 1,342 | $175.0K | 0.02% | +37+2.8% | Added |
| Field & Main Bank | 1,360 | $177.7K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,387 | $181.2K | 0.00% | −3−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,399 | $182.8K | 0.02% | +161+13.0% | Added |
| Compass Wealth Management LLC | 1,408 | $184.0K | 0.05% | −345−19.7% | Reduced |
| Glen Eagle Advisors, LLC | 1,434 | $187.4K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,434 | $187.4K | 0.00% | +10+0.7% | Added |
| Eagle Bay Advisors LLC | 1,444 | $188.6K | 0.12% | −318−18.0% | Reduced |
| Bogart Wealth, LLC | 1,447 | $189.1K | 0.01% | +1+0.1% | Added |
| Tortoise Investment Management, LLC | 1,481 | $193.5K | 0.03% | +27+1.9% | Added |
| Tompkins Financial Corp | 1,500 | $196.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,515 | $197.9K | 0.04% | −28−1.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,516 | $198.1K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,537 | $200.9K | 0.02% | +1,537 | New |
| Marex Group plc | 1,539 | $201.1K | 0.01% | +1,539 | New |
| Fiduciary Group LLC | 1,544 | $201.7K | 0.02% | +1,544 | New |
| Summit Financial, LLC | 1,548 | $202.3K | 0.01% | −104,368−98.5% | Reduced |
| Bullseye Investment Management, LLC | 1,550 | $202.5K | 0.13% | +1,550 | New |
| Mather Group, LLC. | 1,551 | $202.6K | 0.00% | +1,551 | New |
| TCI Wealth Advisors, Inc. | 1,556 | $203.3K | 0.02% | +1,556 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,557 | $203.4K | 0.05% | +1,557 | New |
| Robinson Smith Wealth Advisors LLC | 1,558 | $203.6K | 0.20% | +1,558 | New |
| Stokes Family Office, LLC | 1,560 | $203.8K | 0.03% | −52−3.2% | Reduced |
| Pointe Capital Management LLC | 1,562 | $204.1K | 0.14% | +1,562 | New |
| Leonteq Securities AG | 1,567 | $204.7K | 0.03% | −1,240−44.2% | Reduced |
| Grandfield & Dodd, LLC | 1,568 | $204.9K | 0.01% | +1,568 | New |
| 9258 Wealth Management, LLC | 1,572 | $205.4K | 0.04% | +1,572 | New |
| Penobscot Investment Management Company, Inc. | 1,575 | $205.8K | 0.02% | +1,575 | New |
| Intrua Financial, LLC | 1,580 | $206.4K | 0.03% | −258−14.0% | Reduced |
| Lion Street Advisors, LLC | 1,582 | $206.7K | 0.08% | −24−1.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,585 | $207.0K | 0.08% | +1,585 | New |
| Schnieders Capital Management LLC | 1,585 | $207.1K | 0.05% | +1,585 | New |
| Girard Partners Ltd. | 1,586 | $207.3K | 0.02% | −91−5.4% | Reduced |
| Quest Partners LLC | 1,587 | $207.4K | 0.04% | +1,587 | New |
| Annandale Capital, LLC | 1,595 | $208.0K | 0.05% | +1,595 | New |
| Patten & Patten Inc | 1,592 | $208.0K | 0.02% | +1,592 | New |
| Carret Asset Management, LLC | 1,592 | $208.1K | 0.03% | +1,592 | New |
| Westwood Holdings Group Inc. | 1,600 | $209.0K | 0.00% | +1,600 | New |
| GW Henssler & Associates Ltd | 1,604 | $209.6K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,604 | $209.6K | 0.12% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,608 | $210.1K | 0.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,655 | $211.2K | 0.06% | +1,655 | New |
| Barlow Wealth Partners, Inc. | 1,617 | $211.3K | 0.03% | +1,617 | New |
| Ameritas Advisory Services, LLC | 1,616 | $211.5K | 0.01% | +1,616 | New |
| Monument Capital Management | 1,630 | $213.0K | 0.07% | −200−10.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,644 | $214.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,645 | $214.9K | 0.02% | +19+1.2% | Added |
| Buckingham Strategic Partners | 1,657 | $216.6K | 0.01% | −2,306−58.2% | Reduced |
| CX Institutional | 1,663 | $217.2K | 0.01% | −217−11.5% | Reduced |
| Aureus Asset Management, LLC | 1,666 | $217.7K | 0.02% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 1,668 | $217.9K | 0.20% | +1,668 | New |
| Novak & Powell Financial Services, Inc. | 1,670 | $218.1K | 0.15% | +1,670 | New |
| Laurel Wealth Advisors LLC | 1,670 | $218.2K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,676 | $219.0K | 0.02% | −12,070−87.8% | Reduced |
| Guyasuta Investment Advisors Inc | 1,680 | $219.5K | 0.02% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,682 | $219.7K | 0.11% | +1,682 | New |
| ARS Wealth Advisors Group, LLC | 1,682 | $219.9K | 0.03% | −299−15.1% | Reduced |