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, 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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 3,727 | $516.7K | 0.07% | +3,727 | New |
| Foster Group, Inc. | 3,745 | $519.2K | 0.03% | −435−10.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,775 | $523.4K | 0.01% | +1,208+47.1% | Added |
| Money Concepts Capital Corp | 3,800 | $526.8K | 0.05% | +48+1.3% | Added |
| City Holding Co | 3,801 | $527.0K | 0.08% | −411−9.8% | Reduced |
| Great Lakes Advisors, LLC | 3,803 | $527.3K | 0.00% | −309−7.5% | Reduced |
| Principal Securities, Inc. | 3,803 | $527.3K | 0.02% | +293+8.3% | Added |
| Morningstar Investment Services LLC | 3,848 | $528.0K | 0.01% | −306−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,826 | $530.4K | 0.02% | +4+0.1% | Added |
| Old National Bancorp | 3,841 | $532.6K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 3,844 | $533.0K | 0.19% | −4,829−55.7% | Reduced |
| Quantitative Investment Management, LLC | 3,850 | $533.0K | 0.03% | +3,850 | New |
| Baker Tilly Wealth Management, LLC | 3,854 | $534.3K | 0.10% | +18+0.5% | Added |
| Paragon Financial Partners, Inc. | 3,872 | $536.9K | 0.44% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,894 | $539.9K | 0.01% | −10,572−73.1% | Reduced |
| First Western Trust Bank | 3,896 | $540.2K | 0.02% | −6−0.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,900 | $540.7K | 0.18% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,900 | $540.7K | 0.12% | +3,900 | New |
| Kanawha Capital Management LLC | 3,961 | $549.2K | 0.04% | −100−2.5% | Reduced |
| Navellier & Associates Inc | 3,970 | $550.4K | 0.07% | +19+0.5% | Added |
| Adviser Investments LLC | 3,975 | $551.1K | 0.01% | −198−4.7% | Reduced |
| Fosun International Ltd | 3,986 | $552.7K | 0.17% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,994 | $553.8K | 0.02% | +3,994 | New |
| Northern Financial Advisors Inc | 3,995 | $553.9K | 0.43% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,000 | $555.0K | 0.19% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,000 | $555.0K | 0.23% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 4,009 | $555.9K | 0.18% | 00.0% | Unchanged |
| Davis R M Inc | 4,042 | $560.4K | 0.01% | −386−8.7% | Reduced |
| Financial Counselors Inc | 4,057 | $562.5K | 0.01% | −2,730−40.2% | Reduced |
| Wesbanco Bank Inc | 4,091 | $567.2K | 0.02% | +1,142+38.7% | Added |
| Simmons Bank | 4,136 | $573.5K | 0.04% | −241−5.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 4,148 | $575.0K | 0.26% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,182 | $579.8K | 0.01% | −138−3.2% | Reduced |
| Caldwell Trust Co | 4,200 | $582.3K | 0.07% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 4,214 | $584.3K | 0.12% | +8+0.2% | Added |
| Advisory Services Network, LLC | 4,249 | $589.1K | 0.01% | +327+8.3% | Added |
| Kovack Advisors, Inc. | 4,302 | $596.5K | 0.07% | +101+2.4% | Added |
| Spire Wealth Management | 4,308 | $597.4K | 0.02% | −234−5.2% | Reduced |
| Boston Research & Management Inc | 4,320 | $598.0K | 0.15% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,337 | $601.3K | 0.12% | +10.0% | Added |
| Venture Visionary Partners LLC | 4,368 | $605.6K | 0.03% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 4,379 | $607.1K | 0.02% | +92+2.1% | Added |
| Oak Thistle LLC | 4,408 | $611.2K | 0.55% | −8,763−66.5% | Reduced |
| Marietta Investment Partners LLC | 4,423 | $613.2K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,428 | $613.9K | 0.05% | −90−2.0% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 4,450 | $617.0K | 0.22% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,457 | $618.0K | 0.01% | −20.0% | Reduced |
| Retirement Guys Formula LLC | 4,475 | $620.4K | 0.30% | +4,475 | New |
| Argent Capital Management LLC | 4,500 | $623.9K | 0.02% | 00.0% | Unchanged |
| ETF Store, Inc. | 4,502 | $624.3K | 0.36% | +21+0.5% | Added |
| M&R Capital Management Inc | 4,505 | $624.6K | 0.15% | −100−2.2% | Reduced |
| Investment Management Corp of Ontario | 4,514 | $625.9K | 0.02% | −39,813−89.8% | Reduced |
| Congress Park Capital LLC | 4,536 | $628.9K | 0.28% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,537 | $629.0K | 0.05% | +7+0.2% | Added |
| South State Corp. | 4,539 | $629.3K | 0.05% | +350+8.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,602 | $638.1K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,610 | $639.2K | 0.02% | +262+6.0% | Added |
| St. Johns Investment Management Company, LLC | 4,650 | $644.7K | 0.31% | +229+5.2% | Added |
| First National Bank of Omaha | 4,110 | $646.7K | 0.04% | −243−5.6% | Reduced |
| Shell Asset Management Co | 4,884 | $647.0K | 0.03% | −280−5.4% | Reduced |
| Vident Advisory, LLC | 4,726 | $655.3K | 0.01% | −14,543−75.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,746 | $658.0K | 0.04% | +2,600+121.2% | Added |
| Watchman Group, Inc. | 4,769 | $661.2K | 0.20% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,800 | $665.5K | 0.01% | −6−0.1% | Reduced |
| Taurus Asset Management, LLC | 4,805 | $666.2K | 0.07% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,826 | $669.1K | 0.06% | +4,826 | New |
| Wealthspire Advisors, LLC | 4,858 | $673.5K | 0.01% | −592−10.9% | Reduced |
| Azimuth Capital Investment Management LLC | 4,863 | $674.3K | 0.03% | 00.0% | Unchanged |
| Iron Financial, LLC | 4,878 | $676.3K | 0.38% | +4,878 | New |
| Alhambra Investment Partners LLC | 4,889 | $677.8K | 0.37% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,905 | $680.1K | 0.44% | −85−1.7% | Reduced |
| Hutner Capital Management Inc | 4,957 | $687.3K | 0.37% | +24+0.5% | Added |
| Ironwood Financial, llc | 4,957 | $687.3K | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 4,958 | $687.5K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,992 | $692.1K | 0.03% | −135−2.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,000 | $693.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5,010 | $694.6K | 0.03% | −15−0.3% | Reduced |
| Gladius Capital Management LP | 5,017 | $695.6K | 0.69% | −1,837−26.8% | Reduced |
| Optimum Investment Advisors | 5,055 | $700.9K | 0.32% | 00.0% | Unchanged |
| Charter Trust Co | 5,120 | $709.9K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 5,170 | $716.8K | 0.09% | −127−2.4% | Reduced |
| Trexquant Investment LP | 5,215 | $723.1K | 0.01% | +5,215 | New |
| Bragg Financial Advisors, Inc | 5,222 | $724.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5,255 | $728.6K | 0.08% | +18+0.3% | Added |
| Umb Bank N A | 5,262 | $729.6K | 0.01% | −204−3.7% | Reduced |
| Parallel Advisors, LLC | 5,284 | $732.7K | 0.02% | +694+15.1% | Added |
| Confluence Wealth Services, Inc. | 5,286 | $732.9K | 0.07% | +56+1.1% | Added |
| RSM US Wealth Management LLC | 5,312 | $736.5K | 0.02% | +82+1.6% | Added |
| Boothbay Fund Management, LLC | 5,328 | $738.7K | 0.02% | −7,389−58.1% | Reduced |
| Lountzis Asset Management, LLC | 5,336 | $739.8K | 0.35% | 00.0% | Unchanged |
| Maven Securities LTD | 5,420 | $751.5K | 0.04% | +5,420 | New |
| Resources Investment Advisors, LLC. | 5,503 | $763.1K | 0.01% | +171+3.2% | Added |
| Mission Creek Capital Partners, Inc. | 5,516 | $764.8K | 0.20% | −1,290−19.0% | Reduced |
| Whittier Trust Co | 5,588 | $774.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,591 | $775.2K | 0.02% | +31+0.6% | Added |
| Parthenon LLC | 5,604 | $777.0K | 0.10% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,629 | $780.5K | 0.14% | +31+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 5,640 | $781.9K | 0.03% | −61−1.1% | Reduced |
| Asset Dedication, LLC | 5,655 | $783.0K | 0.06% | −31−0.5% | Reduced |
| First Citizens Bank & Trust Co | 5,667 | $785.7K | 0.02% | +3,856+212.9% | Added |