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 7 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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 1,757 | $229.6K | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,746 | $228.2K | 0.05% | −127−6.8% | Reduced |
| JB Capital LLC | 1,746 | $228.1K | 0.02% | +1,746 | New |
| Frisch Financial Group, Inc. | 1,738 | $227.0K | 0.09% | +1,738 | New |
| Paces Ferry Wealth Advisors, LLC | 1,734 | $226.6K | 0.16% | −22−1.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,733 | $226.4K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,730 | $226.0K | 0.00% | −54−3.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,725 | $225.4K | 0.14% | +1,725 | New |
| Harbor Investment Advisory, LLC | 1,710 | $223.4K | 0.03% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,709 | $223.3K | 0.24% | +1,709 | New |
| Addison Advisors LLC | 1,701 | $222.3K | 0.09% | +84+5.2% | Added |
| Flputnam Investment Management Co | 1,699 | $221.9K | 0.01% | −12−0.7% | Reduced |
| Calamos Wealth Management LLC | 1,692 | $221.1K | 0.01% | +80+5.0% | Added |
| Dechtman Wealth Management, LLC | 1,699 | $221.0K | 0.06% | +1+0.1% | Added |
| Ingalls & Snyder LLC | 1,680 | $220.0K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,682 | $219.9K | 0.03% | −299−15.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,682 | $219.7K | 0.11% | +1,682 | New |
| Guyasuta Investment Advisors Inc | 1,680 | $219.5K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,676 | $219.0K | 0.02% | −12,070−87.8% | Reduced |
| Laurel Wealth Advisors LLC | 1,670 | $218.2K | 0.04% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 1,670 | $218.1K | 0.15% | +1,670 | New |
| Elevate Wealth Advisory, Inc | 1,668 | $217.9K | 0.20% | +1,668 | New |
| Aureus Asset Management, LLC | 1,666 | $217.7K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,663 | $217.2K | 0.01% | −217−11.5% | Reduced |
| Buckingham Strategic Partners | 1,657 | $216.6K | 0.01% | −2,306−58.2% | Reduced |
| Venturi Wealth Management, LLC | 1,645 | $214.9K | 0.02% | +19+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,644 | $214.8K | 0.01% | 00.0% | Unchanged |
| Monument Capital Management | 1,630 | $213.0K | 0.07% | −200−10.9% | Reduced |
| Ameritas Advisory Services, LLC | 1,616 | $211.5K | 0.01% | +1,616 | New |
| Barlow Wealth Partners, Inc. | 1,617 | $211.3K | 0.03% | +1,617 | New |
| Castle Rock Wealth Management, LLC | 1,655 | $211.2K | 0.06% | +1,655 | New |
| Spinnaker Investment Group, LLC | 1,608 | $210.1K | 0.06% | 00.0% | Unchanged |
| 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 |
| Westwood Holdings Group Inc. | 1,600 | $209.0K | 0.00% | +1,600 | New |
| Carret Asset Management, LLC | 1,592 | $208.1K | 0.03% | +1,592 | New |
| Patten & Patten Inc | 1,592 | $208.0K | 0.02% | +1,592 | New |
| Annandale Capital, LLC | 1,595 | $208.0K | 0.05% | +1,595 | New |
| Quest Partners LLC | 1,587 | $207.4K | 0.04% | +1,587 | New |
| Girard Partners Ltd. | 1,586 | $207.3K | 0.02% | −91−5.4% | Reduced |
| Schnieders Capital Management LLC | 1,585 | $207.1K | 0.05% | +1,585 | New |
| Westbourne Investment Advisors, Inc. | 1,585 | $207.0K | 0.08% | +1,585 | New |
| Lion Street Advisors, LLC | 1,582 | $206.7K | 0.08% | −24−1.5% | Reduced |
| Intrua Financial, LLC | 1,580 | $206.4K | 0.03% | −258−14.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,575 | $205.8K | 0.02% | +1,575 | New |
| 9258 Wealth Management, LLC | 1,572 | $205.4K | 0.04% | +1,572 | New |
| Grandfield & Dodd, LLC | 1,568 | $204.9K | 0.01% | +1,568 | New |
| Leonteq Securities AG | 1,567 | $204.7K | 0.03% | −1,240−44.2% | Reduced |
| Pointe Capital Management LLC | 1,562 | $204.1K | 0.14% | +1,562 | New |
| Stokes Family Office, LLC | 1,560 | $203.8K | 0.03% | −52−3.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,558 | $203.6K | 0.20% | +1,558 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,557 | $203.4K | 0.05% | +1,557 | New |
| TCI Wealth Advisors, Inc. | 1,556 | $203.3K | 0.02% | +1,556 | New |
| Mather Group, LLC. | 1,551 | $202.6K | 0.00% | +1,551 | New |
| Bullseye Investment Management, LLC | 1,550 | $202.5K | 0.13% | +1,550 | New |
| Summit Financial, LLC | 1,548 | $202.3K | 0.01% | −104,368−98.5% | Reduced |
| Fiduciary Group LLC | 1,544 | $201.7K | 0.02% | +1,544 | New |
| Marex Group plc | 1,539 | $201.1K | 0.01% | +1,539 | New |
| Beaumont Financial Advisors, LLC | 1,537 | $200.9K | 0.02% | +1,537 | New |
| BOK Financial Private Wealth, Inc. | 1,516 | $198.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,515 | $197.9K | 0.04% | −28−1.8% | Reduced |
| Tompkins Financial Corp | 1,500 | $196.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,481 | $193.5K | 0.03% | +27+1.9% | Added |
| Bogart Wealth, LLC | 1,447 | $189.1K | 0.01% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,444 | $188.6K | 0.12% | −318−18.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,434 | $187.4K | 0.00% | +10+0.7% | Added |
| Glen Eagle Advisors, LLC | 1,434 | $187.4K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,408 | $184.0K | 0.05% | −345−19.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,399 | $182.8K | 0.02% | +161+13.0% | Added |
| Gradient Investments LLC | 1,387 | $181.2K | 0.00% | −3−0.2% | Reduced |
| Field & Main Bank | 1,360 | $177.7K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,342 | $175.0K | 0.02% | +37+2.8% | Added |
| Baystate Wealth Management LLC | 1,293 | $169.0K | 0.01% | −10−0.8% | Reduced |
| Penserra Capital Management LLC | 1,299 | $169.0K | 0.00% | −272−17.3% | Reduced |
| Cranbrook Wealth Management, LLC | 1,257 | $164.3K | 0.04% | +2+0.2% | Added |
| Anchor Investment Management, LLC | 1,237 | $161.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,230 | $160.7K | 0.02% | −200−14.0% | Reduced |
| HM Payson & Co | 1,218 | $159.1K | 0.00% | −40−3.2% | Reduced |
| Cetera Trust Company, N.A | 1,206 | $157.6K | 0.10% | +1,206 | New |
| 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 |
| Indiana Trust & Investment Management CO | 1,190 | $155.5K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,182 | $154.4K | 0.01% | +7+0.6% | Added |
| Benjamin Edwards Inc | 1,150 | $150.0K | 0.03% | +85+8.0% | Added |
| Rothschild Investment LLC | 1,140 | $149.0K | 0.01% | +1,140 | New |
| Steward Partners Investment Solutions, LLC | 1,122 | $146.6K | 0.06% | +1,122 | New |
| Johnson Financial Group, Inc. | 1,114 | $145.6K | 0.01% | +956+605.1% | Added |
| Capital Analysts, LLC | 1,104 | $145.0K | 0.01% | +413+59.8% | Added |
| Highlander Capital Management, LLC | 1,100 | $143.7K | 0.05% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,094 | $142.9K | 0.12% | −27−2.4% | Reduced |
| Concord Wealth Partners | 1,086 | $141.9K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,080 | $141.1K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,032 | $134.8K | 0.04% | +1,032 | New |
| Hexagon Capital Partners LLC | 1,031 | $134.7K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $130.7K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,000 | $130.6K | 0.00% | −12−1.2% | Reduced |
| First United Bank Trust | 932 | $121.8K | 0.05% | +932 | New |
| Geneos Wealth Management Inc. | 919 | $120.1K | 0.01% | −237−20.5% | Reduced |
| Scarborough Advisors, LLC | 917 | $119.8K | 0.02% | +917 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 910 | $118.9K | 0.05% | −16−1.7% | Reduced |