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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 3,060 | $424.3K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,035 | $420.8K | 0.32% | −564−15.7% | Reduced |
| IMS Capital Management | 3,024 | $419.3K | 0.19% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,022 | $419.0K | 0.37% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,020 | $418.7K | 0.02% | +240+8.6% | Added |
| Chesley Taft & Associates LLC | 2,994 | $415.1K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,059 | $413.1K | 0.01% | +3,059 | New |
| Institute for Wealth Management, LLC. | 2,957 | $410.1K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,946 | $408.4K | 0.01% | −76−2.5% | Reduced |
| Mutual Advisors, LLC | 2,944 | $408.2K | 0.01% | +42+1.4% | Added |
| Great Diamond Partners, LLC | 2,928 | $406.0K | 0.09% | −47−1.6% | Reduced |
| Cigna Investments Inc | 2,916 | $405.0K | 0.08% | −77−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,921 | $405.0K | 0.02% | +5+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 2,903 | $403.0K | 0.01% | −83−2.8% | Reduced |
| AlTi Global, Inc. | 2,903 | $402.5K | 0.01% | +391+15.6% | Added |
| Elk River Wealth Management, LLC | 2,900 | $402.1K | 0.08% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,897 | $401.7K | 0.04% | +2,897 | New |
| L.M. Kohn & Company | 2,888 | $400.4K | 0.11% | +8+0.3% | Added |
| Colonial Trust Co | 2,880 | $399.2K | 0.07% | −499−14.8% | Reduced |
| Carl P. Sherr & Co., LLC | 2,877 | $399.0K | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,866 | $397.3K | 0.03% | +5+0.2% | Added |
| Round Rock Advisors, LLC | 2,858 | $396.3K | 0.09% | 00.0% | Unchanged |
| Heritage Trust Co | 2,850 | $395.2K | 0.05% | −316−10.0% | Reduced |
| Wolverine Asset Management LLC | 2,834 | $392.9K | 0.01% | −1,166−29.2% | Reduced |
| Empirical Asset Management, LLC | 2,834 | $392.9K | 0.19% | +2,834 | New |
| Spectrum Strategic Capital Management, LLC | 2,827 | $392.0K | 0.30% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,823 | $391.4K | 0.11% | −30−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 2,808 | $389.3K | 0.02% | +61+2.2% | Added |
| Hills Bank & Trust Co | 2,807 | $389.2K | 0.03% | −102−3.5% | Reduced |
| Lincoln National Corp | 2,793 | $387.3K | 0.01% | +17+0.6% | Added |
| Weaver Consulting Group | 2,786 | $386.3K | 0.14% | −237−7.8% | Reduced |
| WealthShield Partners, LLC | 2,785 | $386.1K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 2,783 | $385.9K | 0.01% | +547+24.5% | Added |
| Empower Advisory Group, LLC | 2,757 | $382.3K | 0.00% | −6−0.2% | Reduced |
| HBK Sorce Advisory LLC | 2,756 | $382.1K | 0.01% | −151−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,750 | $381.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,748 | $381.0K | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,740 | $379.9K | 0.00% | +2,740 | New |
| GAMMA Investing LLC | 2,738 | $379.6K | 0.08% | +29+1.1% | Added |
| Kathmere Capital Management, LLC | 2,737 | $379.5K | 0.04% | +936+52.0% | Added |
| Headinvest, LLC | 2,724 | $377.7K | 0.07% | +744+37.6% | Added |
| Summit Trail Advisors, LLC | 2,721 | $377.2K | 0.01% | +651+31.4% | Added |
| Howard Financial Services, Ltd. | 2,701 | $374.5K | 0.06% | +3+0.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,688 | $372.6K | 0.20% | +13+0.5% | Added |
| Brown Brothers Harriman & Co | 2,687 | $372.6K | 0.00% | +114+4.4% | Added |
| Grove Bank & Trust | 2,683 | $372.0K | 0.06% | −13−0.5% | Reduced |
| Jacobi Capital Management LLC | 2,679 | $371.5K | 0.03% | −13−0.5% | Reduced |
| WealthBridge Capital Management, LLC | 2,658 | $368.5K | 0.12% | −294−10.0% | Reduced |
| Windward Capital Management Co | 2,654 | $368.0K | 0.03% | +2,654 | New |
| Valley National Advisers Inc | 2,652 | $367.0K | 0.06% | +66+2.6% | Added |
| Ronald Blue Trust, Inc. | 2,643 | $366.5K | 0.01% | −240−8.3% | Reduced |
| Family Firm, Inc. | 2,628 | $364.4K | 0.09% | +10.0% | Added |
| Symmetry Partners, LLC | 2,615 | $363.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Willner & Heller, LLC | 2,608 | $361.6K | 0.36% | +11+0.4% | Added |
| Kinneret Advisory, LLC | 2,602 | $360.8K | 0.04% | −8−0.3% | Reduced |
| Trust Co of Vermont | 2,600 | $360.5K | 0.02% | +474+22.3% | Added |
| Parkside Financial Bank & Trust | 2,595 | $359.8K | 0.06% | +1,080+71.3% | Added |
| Sapient Capital LLC | 2,593 | $359.5K | 0.01% | −104−3.9% | Reduced |
| Peachtree Investment Partners, LLC | 2,590 | $359.1K | 0.15% | −242−8.5% | Reduced |
| Rocky Mountain Advisers, LLC | 2,590 | $359.1K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,568 | $356.0K | 0.03% | +10+0.4% | Added |
| 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 |
| Amussen Hunsaker Associates LLC | 2,543 | $354.0K | 0.06% | −49−1.9% | Reduced |
| Royal Fund Management, LLC | 2,551 | $353.6K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,540 | $352.2K | 0.04% | +443+21.1% | Added |
| SeaCrest Wealth Management, LLC | 2,523 | $349.9K | 0.04% | −791−23.9% | Reduced |
| Paragon Capital Management Ltd | 2,509 | $347.9K | 0.06% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,494 | $345.8K | 0.35% | +2,494 | New |
| Summit Global Investments | 2,462 | $344.0K | 0.03% | −12,806−83.9% | Reduced |
| Independent Financial Group, LLC | 2,476 | $343.3K | 0.02% | −15−0.6% | Reduced |
| XTX Topco Ltd | 2,470 | $342.5K | 0.05% | +2,470 | New |
| Capstone Investment Advisors, LLC | 2,459 | $340.9K | 0.01% | +2,459 | New |
| FineMark National Bank & Trust | 2,441 | $338.4K | 0.01% | −601−19.8% | Reduced |
| Oxler Private Wealth LLC | 2,432 | $337.2K | 0.13% | +11+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,416 | $334.9K | 0.03% | −93−3.7% | Reduced |
| 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 |
| Marcum Wealth, LLC | 2,395 | $332.1K | 0.03% | +8+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 2,367 | $327.4K | 0.23% | +2,367 | New |
| Hilltop National Bank | 2,361 | $327.4K | 0.11% | +2,361 | New |
| RFG Advisory, LLC | 2,350 | $325.9K | 0.01% | +16+0.7% | Added |
| Everpar Advisors LLC | 2,345 | $325.1K | 0.20% | −71−2.9% | Reduced |
| GeoWealth Management, LLC | 2,343 | $324.9K | 0.01% | +2,343 | New |
| Capstone Financial Advisors, Inc. | 2,338 | $324.2K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,337 | $324.0K | 0.03% | +86+3.8% | Added |
| AA Financial Advisors, LLC | 2,333 | $323.5K | 0.13% | +2,333 | New |
| M. Kraus & Co | 2,332 | $323.3K | 0.10% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,331 | $323.2K | 0.03% | −82−3.4% | Reduced |
| Gradient Capital Advisors, LLC | 2,325 | $322.4K | 0.12% | 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 |
| Financial Management Network Inc | 2,357 | $321.2K | 0.08% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,316 | $321.1K | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,294 | $318.1K | 0.02% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 2,285 | $316.8K | 0.04% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,241 | $316.5K | 0.21% | −75−3.2% | Reduced |
| Dover Advisors, LLC | 2,283 | $316.5K | 0.22% | −277−10.8% | Reduced |