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 |
|---|---|---|---|---|---|
| IMS Capital Management | 3,024 | $395.2K | 0.19% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,023 | $395.0K | 0.16% | −199−6.2% | Reduced |
| Great Valley Advisor Group, Inc. | 3,022 | $394.9K | 0.01% | −645−17.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,022 | $394.9K | 0.37% | −140−4.4% | Reduced |
| Country Club Bank | 3,011 | $393.0K | 0.03% | −50−1.6% | Reduced |
| Chesley Taft & Associates LLC | 2,994 | $391.2K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,993 | $391.0K | 0.08% | +32+1.1% | Added |
| Atlantic Trust, LLC | 2,988 | $390.4K | 0.11% | +2,988 | New |
| Thompson Siegel & Walmsley LLC | 2,986 | $390.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,975 | $388.7K | 0.10% | −10−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 2,957 | $386.3K | 0.06% | −12−0.4% | Reduced |
| WealthBridge Capital Management, LLC | 2,952 | $385.7K | 0.14% | −33−1.1% | Reduced |
| Wesbanco Bank Inc | 2,949 | $385.3K | 0.02% | −1,434−32.7% | Reduced |
| USA Financial Portformulas Corp | 2,931 | $383.0K | 0.07% | +2,931 | New |
| GHP Investment Advisors, Inc. | 2,916 | $381.0K | 0.02% | −112−3.7% | Reduced |
| Hills Bank & Trust Co | 2,909 | $380.1K | 0.04% | −162−5.3% | Reduced |
| HBK Sorce Advisory LLC | 2,907 | $379.8K | 0.01% | −306−9.5% | Reduced |
| Mutual Advisors, LLC | 2,902 | $379.2K | 0.01% | −281−8.8% | Reduced |
| Elk River Wealth Management, LLC | 2,900 | $378.9K | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 2,880 | $376.3K | 0.12% | −1,523−34.6% | Reduced |
| Carl P. Sherr & Co., LLC | 2,877 | $376.0K | 0.23% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,861 | $373.8K | 0.03% | +38+1.3% | Added |
| Round Rock Advisors, LLC | 2,858 | $373.4K | 0.09% | −100−3.4% | Reduced |
| Triangle Securities Wealth Management | 2,853 | $372.8K | 0.12% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,832 | $370.1K | 0.15% | −491−14.8% | Reduced |
| Spectrum Strategic Capital Management, LLC | 2,827 | $369.4K | 0.32% | +2,827 | New |
| Absolute Capital Management, LLC | 2,800 | $365.8K | 0.33% | −2,200−44.0% | Reduced |
| WealthShield Partners, LLC | 2,785 | $363.9K | 0.06% | −30−1.1% | Reduced |
| St Germain D J Co Inc | 2,780 | $363.2K | 0.02% | −20−0.7% | Reduced |
| Lincoln National Corp | 2,776 | $362.7K | 0.01% | −317−10.2% | Reduced |
| Empower Advisory Group, LLC | 2,763 | $361.0K | 0.00% | +109+4.1% | Added |
| Ronald Blue Trust, Inc. | 2,883 | $361.0K | 0.01% | −383−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,750 | $359.3K | 0.02% | −5,704−67.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,748 | $359.1K | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,747 | $359.0K | 0.02% | +2,747 | New |
| Howard Financial Services, Ltd. | 2,698 | $352.5K | 0.07% | +10+0.4% | Added |
| Sapient Capital LLC | 2,697 | $352.4K | 0.01% | +2,697 | New |
| Grove Bank & Trust | 2,696 | $352.3K | 0.06% | −183−6.4% | Reduced |
| Jacobi Capital Management LLC | 2,692 | $351.7K | 0.04% | −531−16.5% | Reduced |
| GAMMA Investing LLC | 2,709 | $350.8K | 0.10% | +2,709 | New |
| Keebeck Alpha, LP | 2,679 | $350.0K | 0.28% | +1,017+61.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,675 | $349.5K | 0.21% | +13+0.5% | Added |
| Family Firm, Inc. | 2,627 | $343.2K | 0.09% | +2+0.1% | Added |
| Gables Capital Management Inc. | 2,618 | $342.1K | 0.21% | +100+4.0% | Added |
| Kinneret Advisory, LLC | 2,610 | $341.0K | 0.04% | −17−0.6% | Reduced |
| Symmetry Partners, LLC | 2,615 | $341.0K | 0.02% | −440−14.4% | Reduced |
| Inceptionr LLC | 2,606 | $340.5K | 0.24% | +2,606 | New |
| Beacon Investment Advisory Services, Inc. | 2,600 | $339.7K | 0.02% | 00.0% | Unchanged |
| Willner & Heller, LLC | 2,597 | $339.4K | 0.38% | +2,597 | New |
| Amussen Hunsaker Associates LLC | 2,592 | $338.6K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,590 | $338.4K | 0.12% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,586 | $337.0K | 0.05% | −20−0.8% | Reduced |
| Brown Brothers Harriman & Co | 2,573 | $336.2K | 0.00% | +166+6.9% | Added |
| Moneta Group Investment Advisors LLC | 2,567 | $335.4K | 0.01% | +78+3.1% | Added |
| Lazard Asset Management LLC | 2,567 | $335.0K | 0.00% | −197−7.1% | Reduced |
| Dover Advisors, LLC | 2,560 | $334.5K | 0.44% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,558 | $334.0K | 0.03% | +10+0.4% | Added |
| Royal Fund Management, LLC | 2,551 | $333.2K | 0.04% | +33+1.3% | Added |
| West Coast Financial LLC | 2,535 | $331.2K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,512 | $328.2K | 0.01% | +2,512 | New |
| Paragon Capital Management Ltd | 2,509 | $327.8K | 0.07% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,509 | $327.8K | 0.03% | +11+0.4% | Added |
| Independent Financial Group, LLC | 2,491 | $325.5K | 0.02% | −151−5.7% | Reduced |
| Cozad Asset Management Inc | 2,486 | $324.8K | 0.04% | +47+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 2,448 | $319.9K | 0.10% | +213+9.5% | Added |
| Oxler Private Wealth LLC | 2,421 | $316.4K | 0.26% | −4,134−63.1% | Reduced |
| Everpar Advisors LLC | 2,416 | $315.7K | 0.15% | +2,416 | New |
| Pine Valley Investments Ltd Liability Co | 2,413 | $315.3K | 0.03% | +100+4.3% | Added |
| S.A. Mason LLC | 2,400 | $313.6K | 0.21% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,400 | $313.6K | 0.09% | +2,400 | New |
| Marcum Wealth, LLC | 2,387 | $311.9K | 0.03% | −4−0.2% | Reduced |
| CWA Asset Management Group, LLC | 2,375 | $310.3K | 0.02% | +2,375 | New |
| Wade G W & Inc | 2,353 | $307.0K | 0.01% | +3+0.1% | Added |
| Evergreen Capital Management LLC | 2,349 | $306.9K | 0.01% | +2,349 | New |
| Capstone Financial Advisors, Inc. | 2,338 | $305.5K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,334 | $305.0K | 0.01% | −157−6.3% | Reduced |
| M. Kraus & Co | 2,332 | $304.7K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,331 | $304.6K | 0.01% | −1,362−36.9% | Reduced |
| Gradient Capital Advisors, LLC | 2,325 | $303.8K | 0.12% | 00.0% | Unchanged |
| Conning Inc. | 2,324 | $303.7K | 0.01% | +30+1.3% | Added |
| Eudaimonia Partners, LLC | 2,316 | $302.6K | 0.08% | −500−17.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,316 | $302.6K | 0.23% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,357 | $302.5K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,309 | $301.7K | 0.01% | −45−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,294 | $299.7K | 0.02% | +431+23.1% | Added |
| China Universal Asset Management Co., Ltd. | 2,285 | $298.6K | 0.06% | 00.0% | Unchanged |
| US Asset Management LLC | 2,281 | $298.0K | 0.29% | +2,281 | New |
| WealthTrust Axiom LLC | 2,280 | $297.9K | 0.10% | 00.0% | Unchanged |
| Destination Wealth Management | 2,279 | $297.8K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,275 | $297.2K | 0.08% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 2,274 | $297.1K | 0.05% | +2,274 | New |
| Atlas Brown,Inc. | 2,264 | $295.8K | 0.12% | +429+23.4% | Added |
| Tobam | 2,258 | $295.0K | 0.03% | +701+45.0% | Added |
| Sound View Wealth Advisors Group, LLC | 2,251 | $294.1K | 0.03% | −34−1.5% | Reduced |
| Washington Trust Bank | 2,244 | $293.2K | 0.03% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 2,242 | $293.0K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,237 | $292.4K | 0.01% | +2,237 | New |
| Diversified Trust Co | 2,236 | $292.2K | 0.01% | +42+1.9% | Added |
| Waldron Private Wealth LLC | 2,236 | $292.2K | 0.01% | +49+2.2% | Added |
| Hancock Whitney Corp | 2,234 | $291.9K | 0.01% | +88+4.1% | Added |