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 2024
Institutional positions in Yum Brands Inc as of Mar 31, 2024. 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
- 1,236
- +34 vs. Q4 2023
- Shares held
- 239.0M
- +7.91M (+3.4%) vs. Q4 2023
- Total value
- $33.1B
- +$2.94B (+9.7%) vs. Q4 2023
- New holders
- 113
- 394 more added
- Sold out
- 79
- 416 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Yum Brands Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 676 | $93.7K | 0.03% | +676 | New |
| Clean Yield Group | 680 | $94.3K | 0.04% | 00.0% | Unchanged |
| Red Tortoise LLC | 683 | $94.7K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 695 | $96.4K | 0.00% | +64+10.1% | Added |
| Advantage Trust Co | 715 | $99.1K | 0.07% | +30+4.4% | Added |
| Cape Investment Advisory, Inc. | 721 | $100.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 730 | $101.2K | 0.03% | +2+0.3% | Added |
| Rosenberg Matthew Hamilton | 726 | $102.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 780 | $108.1K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 789 | $109.4K | 0.06% | +53+7.2% | Added |
| Alta Advisers Ltd | 800 | $110.9K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 841 | $117.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 845 | $117.0K | 0.02% | +25+3.0% | Added |
| Tyler-Stone Wealth Management | 850 | $117.9K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 869 | $120.4K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 877 | $121.6K | 0.03% | +877 | New |
| Toth Financial Advisory Corp | 880 | $122.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 884 | $122.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 886 | $122.8K | 0.04% | −24−2.6% | Reduced |
| Sittner & Nelson, LLC | 891 | $123.6K | 0.06% | +2+0.2% | Added |
| McClarren Financial Advisors, Inc. | 897 | $125.0K | 0.09% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 920 | $127.5K | 0.01% | +1+0.1% | Added |
| Icon Wealth Advisors, LLC | 929 | $128.8K | 0.01% | +134+16.9% | Added |
| Gradient Investments LLC | 966 | $133.9K | 0.00% | −421−30.4% | Reduced |
| Farther Finance Advisors, LLC | 967 | $135.8K | 0.01% | +347+56.0% | Added |
| AdvisorShares Investments LLC | 986 | $136.7K | 0.02% | +667+209.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 999 | $138.5K | 0.00% | −1−0.1% | Reduced |
| Concord Wealth Partners | 1,000 | $138.7K | 0.02% | −86−7.9% | Reduced |
| Monetary Management Group Inc | 1,000 | $138.7K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,015 | $140.8K | 0.00% | +148+17.1% | Added |
| Hexagon Capital Partners LLC | 1,031 | $142.9K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,032 | $143.1K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,057 | $146.6K | 0.05% | +125+13.4% | Added |
| Citizens National Bank Trust Department | 1,080 | $149.7K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,100 | $152.5K | 0.05% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,094 | $153.7K | 0.12% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,126 | $156.1K | 0.01% | +1,126 | New |
| Rothschild Investment LLC | 1,158 | $160.6K | 0.01% | +18+1.6% | Added |
| Leonteq Securities AG | 1,176 | $163.1K | 0.02% | −391−25.0% | Reduced |
| Capital Analysts, LLC | 1,181 | $164.0K | 0.01% | +77+7.0% | Added |
| JFS Wealth Advisors, LLC | 1,184 | $164.2K | 0.01% | +2+0.2% | Added |
| Indiana Trust & Investment Management CO | 1,190 | $165.0K | 0.07% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,200 | $166.4K | 0.12% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,206 | $167.2K | 0.10% | 00.0% | Unchanged |
| LGT Group Foundation | 1,221 | $169.3K | 0.00% | +1,221 | New |
| Webster Bank, N. A. | 1,230 | $170.5K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,237 | $171.5K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,260 | $174.6K | 0.04% | +3+0.2% | Added |
| NBC Securities, Inc. | 1,292 | $179.0K | 0.02% | −50−3.7% | Reduced |
| HM Payson & Co | 1,328 | $184.1K | 0.00% | +110+9.0% | Added |
| Field & Main Bank | 1,360 | $188.6K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,363 | $189.0K | 0.02% | −145,845−99.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,405 | $194.9K | 0.00% | −29−2.0% | Reduced |
| Compass Wealth Management LLC | 1,408 | $195.2K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,445 | $200.3K | 0.02% | +1,445 | New |
| JB Capital LLC | 1,447 | $200.6K | 0.01% | −299−17.1% | Reduced |
| Bogart Wealth, LLC | 1,449 | $200.8K | 0.01% | +2+0.1% | Added |
| SignalPoint Asset Management, LLC | 1,458 | $202.2K | 0.06% | +1,458 | New |
| Keynote Financial Services LLC | 1,460 | $202.4K | 0.17% | +1,460 | New |
| EverSource Wealth Advisors, LLC | 1,435 | $202.7K | 0.02% | +36+2.6% | Added |
| Shepherd Financial Partners LLC | 1,466 | $203.3K | 0.03% | +1,466 | New |
| Spirepoint Private Client, LLC | 1,470 | $203.8K | 0.03% | +1,470 | New |
| Gill Capital Partners, LLC | 1,444 | $204.0K | 0.08% | +1,444 | New |
| Tortoise Investment Management, LLC | 1,483 | $205.6K | 0.02% | +2+0.1% | Added |
| Alta Capital Management LLC | 1,488 | $206.3K | 0.01% | +1,488 | New |
| Lion Street Advisors, LLC | 1,582 | $206.7K | 0.08% | 00.0% | Unchanged |
| Monument Capital Management | 1,491 | $206.7K | 0.06% | −139−8.5% | Reduced |
| Grandfield & Dodd, LLC | 1,493 | $207.0K | 0.01% | −75−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,494 | $207.1K | 0.04% | +60+4.2% | Added |
| Ameritas Advisory Services, LLC | 1,516 | $207.3K | 0.01% | −100−6.2% | Reduced |
| Tompkins Financial Corp | 1,500 | $208.0K | 0.02% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,500 | $208.0K | 0.00% | +1,500 | New |
| Pinnacle West Asset Management, Inc. | 1,500 | $208.0K | 0.17% | +1,500 | New |
| Eagle Bay Advisors LLC | 1,508 | $209.0K | 0.13% | +64+4.4% | Added |
| Avestar Capital, LLC | 1,511 | $209.5K | 0.02% | +1,511 | New |
| Systematic Portfolios LLC | 5,276 | $209.9K | 0.72% | +3,183+152.1% | Added |
| Schnieders Capital Management LLC | 1,516 | $210.2K | 0.04% | −69−4.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,516 | $210.2K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,529 | $212.0K | 0.00% | −201−11.6% | Reduced |
| Belpointe Asset Management LLC | 1,536 | $213.0K | 0.02% | +1,536 | New |
| Beaumont Financial Advisors, LLC | 1,539 | $213.4K | 0.02% | +2+0.1% | Added |
| Paragon Capital Management LLC | 1,542 | $213.8K | 0.12% | −505−24.7% | Reduced |
| Fiduciary Group LLC | 1,544 | $214.1K | 0.02% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,550 | $214.9K | 0.12% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,557 | $215.9K | 0.21% | −1−0.1% | Reduced |
| Stokes Family Office, LLC | 1,560 | $216.3K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,570 | $217.6K | 0.00% | −129−7.6% | Reduced |
| 9258 Wealth Management, LLC | 1,572 | $218.0K | 0.03% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 1,573 | $218.1K | 0.03% | −200−11.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,575 | $218.4K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 1,575 | $218.4K | 0.01% | +1,575 | New |
| Guyasuta Investment Advisors Inc | 1,680 | $219.5K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,586 | $219.9K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,592 | $220.7K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,593 | $220.8K | 0.03% | +1+0.1% | Added |
| Annandale Capital, LLC | 1,595 | $221.0K | 0.05% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,600 | $222.0K | 0.01% | −80−4.8% | Reduced |
| Westwood Holdings Group Inc. | 1,600 | $222.0K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,604 | $222.4K | 0.01% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,608 | $222.9K | 0.06% | 00.0% | Unchanged |