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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,099 | $291.0K | 0.03% | +2,099 | New |
| Duncan Williams Asset Management, LLC | 2,100 | $291.2K | 0.26% | +2,100 | New |
| Pearl River Capital, LLC | 2,104 | $291.7K | 0.05% | +2,104 | New |
| David Loasby | 2,140 | $293.3K | 0.03% | −42−1.9% | Reduced |
| Principle Wealth Partners LLC | 2,120 | $293.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,119 | $294.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,126 | $294.8K | 0.11% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,129 | $295.2K | 0.06% | +8+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 2,133 | $295.7K | 0.02% | −1,000−31.9% | Reduced |
| Leo Wealth, LLC | 2,114 | $296.0K | 0.03% | +177+9.1% | Added |
| Brookstone Capital Management | 2,141 | $296.9K | 0.01% | +234+12.3% | Added |
| StoneCrest Wealth Management, Inc. | 2,142 | $297.0K | 0.26% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,143 | $297.1K | 0.11% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,275 | $297.2K | 0.08% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,148 | $297.8K | 0.08% | +12+0.6% | Added |
| Sandy Spring Bank | 2,159 | $299.3K | 0.01% | +6+0.3% | Added |
| ASB Consultores, LLC | 2,166 | $300.3K | 0.08% | +2,166 | New |
| Cornerstone Wealth Group, LLC | 2,169 | $300.8K | 0.03% | +145+7.2% | Added |
| First Financial Bank - Trust Division | 2,176 | $301.7K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,175 | $302.0K | 0.12% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,180 | $302.3K | 0.04% | 00.0% | Unchanged |
| True North Advisors, LLC | 2,185 | $302.9K | 0.08% | −3−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 2,187 | $303.4K | 0.02% | 00.0% | Unchanged |
| SFM, LLC | 2,188 | $303.4K | 0.23% | −20−0.9% | Reduced |
| Elevate Wealth Advisory, Inc | 2,192 | $303.9K | 0.26% | +524+31.4% | Added |
| Plancorp, LLC | 2,202 | $305.3K | 0.01% | +55+2.6% | Added |
| Beaton Management Co. Inc. | 2,219 | $308.0K | 0.17% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,208 | $310.2K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,243 | $311.0K | 0.00% | −4,361−66.0% | Reduced |
| LVM Capital Management Ltd | 2,242 | $311.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 2,244 | $311.1K | 0.03% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 2,224 | $312.9K | 0.05% | −50−2.2% | Reduced |
| Waldron Private Wealth LLC | 2,257 | $312.9K | 0.01% | +21+0.9% | Added |
| Cozad Asset Management Inc | 2,262 | $313.7K | 0.03% | −224−9.0% | Reduced |
| US Asset Management LLC | 2,266 | $314.0K | 0.28% | −15−0.7% | Reduced |
| Destination Wealth Management | 2,279 | $316.0K | 0.01% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,283 | $316.5K | 0.22% | −277−10.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,241 | $316.5K | 0.21% | −75−3.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,285 | $316.8K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,294 | $318.1K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,316 | $321.1K | 0.08% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,357 | $321.2K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 2,324 | $322.2K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 2,324 | $322.2K | 0.14% | +507+27.9% | Added |
| Gradient Capital Advisors, LLC | 2,325 | $322.4K | 0.12% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,331 | $323.2K | 0.03% | −82−3.4% | Reduced |
| M. Kraus & Co | 2,332 | $323.3K | 0.10% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,333 | $323.5K | 0.13% | +2,333 | New |
| Sound View Wealth Advisors Group, LLC | 2,337 | $324.0K | 0.03% | +86+3.8% | Added |
| Capstone Financial Advisors, Inc. | 2,338 | $324.2K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,343 | $324.9K | 0.01% | +2,343 | New |
| Everpar Advisors LLC | 2,345 | $325.1K | 0.20% | −71−2.9% | Reduced |
| RFG Advisory, LLC | 2,350 | $325.9K | 0.01% | +16+0.7% | Added |
| Hilltop National Bank | 2,361 | $327.4K | 0.11% | +2,361 | New |
| Legacy Capital Wealth Partners, LLC | 2,367 | $327.4K | 0.23% | +2,367 | New |
| Marcum Wealth, LLC | 2,395 | $332.1K | 0.03% | +8+0.3% | Added |
| S.A. Mason LLC | 2,400 | $332.8K | 0.20% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,400 | $332.8K | 0.09% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,416 | $334.9K | 0.03% | −93−3.7% | Reduced |
| Oxler Private Wealth LLC | 2,432 | $337.2K | 0.13% | +11+0.5% | Added |
| FineMark National Bank & Trust | 2,441 | $338.4K | 0.01% | −601−19.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,459 | $340.9K | 0.01% | +2,459 | New |
| XTX Topco Ltd | 2,470 | $342.5K | 0.05% | +2,470 | New |
| Independent Financial Group, LLC | 2,476 | $343.3K | 0.02% | −15−0.6% | Reduced |
| Summit Global Investments | 2,462 | $344.0K | 0.03% | −12,806−83.9% | Reduced |
| New Covenant Trust Company, N.A. | 2,494 | $345.8K | 0.35% | +2,494 | New |
| Paragon Capital Management Ltd | 2,509 | $347.9K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,523 | $349.9K | 0.04% | −791−23.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,540 | $352.2K | 0.04% | +443+21.1% | Added |
| Royal Fund Management, LLC | 2,551 | $353.6K | 0.04% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,543 | $354.0K | 0.06% | −49−1.9% | Reduced |
| West Coast Financial LLC | 2,564 | $355.5K | 0.04% | +29+1.1% | Added |
| Evergreen Capital Management LLC | 2,564 | $355.5K | 0.01% | +215+9.2% | Added |
| Wintrust Investments LLC | 2,568 | $356.0K | 0.03% | +10+0.4% | Added |
| Rocky Mountain Advisers, LLC | 2,590 | $359.1K | 0.11% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,590 | $359.1K | 0.15% | −242−8.5% | Reduced |
| Sapient Capital LLC | 2,593 | $359.5K | 0.01% | −104−3.9% | Reduced |
| Parkside Financial Bank & Trust | 2,595 | $359.8K | 0.06% | +1,080+71.3% | Added |
| Trust Co of Vermont | 2,600 | $360.5K | 0.02% | +474+22.3% | Added |
| Kinneret Advisory, LLC | 2,602 | $360.8K | 0.04% | −8−0.3% | Reduced |
| Willner & Heller, LLC | 2,608 | $361.6K | 0.36% | +11+0.4% | Added |
| Gables Capital Management Inc. | 2,618 | $363.0K | 0.20% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,618 | $363.0K | 0.06% | +170+6.9% | Added |
| Symmetry Partners, LLC | 2,615 | $363.0K | 0.03% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,628 | $364.4K | 0.09% | +10.0% | Added |
| Ronald Blue Trust, Inc. | 2,643 | $366.5K | 0.01% | −240−8.3% | Reduced |
| Valley National Advisers Inc | 2,652 | $367.0K | 0.06% | +66+2.6% | Added |
| Windward Capital Management Co | 2,654 | $368.0K | 0.03% | +2,654 | New |
| WealthBridge Capital Management, LLC | 2,658 | $368.5K | 0.12% | −294−10.0% | Reduced |
| Jacobi Capital Management LLC | 2,679 | $371.5K | 0.03% | −13−0.5% | Reduced |
| Grove Bank & Trust | 2,683 | $372.0K | 0.06% | −13−0.5% | Reduced |
| Brown Brothers Harriman & Co | 2,687 | $372.6K | 0.00% | +114+4.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,688 | $372.6K | 0.20% | +13+0.5% | Added |
| Howard Financial Services, Ltd. | 2,701 | $374.5K | 0.06% | +3+0.1% | Added |
| Summit Trail Advisors, LLC | 2,721 | $377.2K | 0.01% | +651+31.4% | Added |
| Headinvest, LLC | 2,724 | $377.7K | 0.07% | +744+37.6% | Added |
| Kathmere Capital Management, LLC | 2,737 | $379.5K | 0.04% | +936+52.0% | Added |
| GAMMA Investing LLC | 2,738 | $379.6K | 0.08% | +29+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,740 | $379.9K | 0.00% | +2,740 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,748 | $381.0K | 0.06% | 00.0% | Unchanged |