YUM BRANDS INC (YUM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
66
Reporting holders
$37.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,379
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | $4.5M | 32,697 | 0.28% | 32q | -2.2%-$100.3K |
| Iowa State Bank | $3.9M | 28,262 | 0.65% | 32q | -7.3%-$303.6K |
| Horrell Capital Management, Inc. | $2.7M | 19,998 | 1.44% | 32q | -4.2%-$118.1K |
| Coastline Trust Co | $1.8M | 13,229 | 0.17% | 32q | HELD |
| Cadent Capital Advisors, LLC | $1.7M | 12,239 | 0.36% | 24q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.7M | 12,180 | 0.33% | 32q | -2.8%-$47.4K |
| AMERICAN NATIONAL BANK & TRUST | $1.5M | 10,727 | 0.13% | 31q | -4.3%-$65.3K |
| Wealth Enhancement Trust Services, Inc. | $1.2M | 9,090 | 0.13% | 4q | -19.8%-$305.7K |
| Valeo Financial Advisors, LLC | $1.2M | 8,922 | 0.03% | 32q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $1.1M | 8,092 | 0.09% | 32q | -1.1%-$12.7K |
| Farther Finance Advisors, LLC | $1.1M | 7,972 | 0.01% | 16q | +13.4%+$128.3K |
| GAMMA Investing LLC | $1.0M | 7,474 | 0.03% | 12q | +1.9%+$18.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $991.1K | 7,269 | 0.09% | 20q | -1.2%-$12.1K |
| Apella Capital, LLC | $962.2K | 6,856 | 0.01% | 4q | +48.1%+$312.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $919.6K | 6,745 | 0.01% | 16q | HELD |
| EASTERN BANK | $868.8K | 6,372 | 0.01% | 9q | -0.8%-$6.7K |
| Avidian Wealth Enterprises, LLC | $730.8K | 5,360 | 0.02% | 3q | -8.5%-$68.2K |
| Legacy Wealth Asset Management, LLC | $689.3K | 5,056 | 0.15% | 24q | -2.4%-$17.0K |
| Venture Visionary Partners LLC | $572.7K | 4,200 | 0.01% | 24q | +2.6%+$14.3K |
| Wedmont Private Capital | $567.7K | 3,970 | 0.01% | 16q | -7.6%-$46.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $447.3K | 3,281 | 0.09% | 23q | HELD |
| Emprise Bank | $396.9K | 2,911 | 0.15% | 11q | HELD |
| DAVIDSON TRUST CO | $368.5K | 2,703 | 0.15% | 7q | HELD |
| Grove Bank & Trust | $354.2K | 2,598 | 0.04% | 32q | -21.3%-$96.0K |
| Weaver Consulting Group | $350.4K | 2,570 | 0.07% | 31q | HELD |
| Paragon Capital Management Ltd | $342.3K | 2,510 | 0.06% | 32q | HELD |
| Plan A Wealth LLC | $338.1K | 2,480 | 0.12% | 8q | HELD |
| KFA Private Wealth Group, LLC | $334.4K | 2,452 | 0.08% | 6q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $332.7K | 2,440 | 0.20% | 16q | HELD |
| Ballew Advisors, Inc | $306.2K | 2,250 | 0.15% | 7q | +0.5%+$1.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $305.3K | 2,243 | 0.04% | 24q | HELD |
| New Covenant Trust Company, N.A. | $304.0K | 2,230 | 0.21% | 11q | -2.8%-$8.9K |
| Sound Income Strategies, LLC | $285.4K | 1,996 | 0.01% | 27q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $258.9K | 1,899 | 0.05% | 26q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $246.9K | 1,810 | 0.18% | 4q | -23.2%-$74.5K |
| SAPIENT CAPITAL LLC | $234.1K | 1,717 | 0.00% | 12q | -37.7%-$141.7K |
| Miller Global Investments, LLC | $226.5K | 1,661 | 0.18% | 4q | HELD |
| Boltwood Capital Management | $220.7K | 1,619 | 0.05% | 2q | +10.2%+$20.5K |
| Breakwater Capital Group | $213.5K | 1,566 | 0.03% | 3q | -19.2%-$50.6K |
| CoreCap Advisors, LLC | $212.8K | 1,560 | 0.01% | 9q | +0.8%+$1.6K |
| TOMPKINS FINANCIAL CORP | $210.5K | 1,544 | 0.01% | 19q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $210.2K | 1,542 | 0.02% | 32q | -9.4%-$21.8K |
| Everhart Financial Group, Inc. | $201.7K | 1,479 | 0.01% | 5q | -18.3%-$45.1K |
| Rosenberg Matthew Hamilton | $131.7K | 966 | 0.02% | 20q | +17.8%+$19.9K |
| Versant Capital Management, Inc | $121.9K | 894 | 0.01% | 32q | -38.6%-$76.8K |
| MassMutual Private Wealth & Trust, FSB | $114.8K | 842 | 0.00% | 25q | -11.6%-$15.0K |
| GK Wealth Management LLC | $93.3K | 684 | 0.05% | new | NEW |
| Bank of New Hampshire | $79.1K | 580 | 0.02% | 19q | HELD |
| Central Pacific Bank - Trust Division | $76.9K | 564 | 0.01% | 11q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $38.9K | 285 | 0.00% | 16q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $32.9K | 241 | 0.01% | new | NEW |
| Bank & Trust Co | $22.6K | 166 | 0.01% | 10q | HELD |
| Olistico Wealth, LLC | $18.8K | 138 | 0.01% | 4q | HELD |
| Dorato Capital Management | $18.5K | 132 | 0.01% | 3q | HELD |
| Bangor Savings Bank | $15.8K | 116 | 0.00% | 15q | HELD |
| STEPH & CO | $15.3K | 112 | 0.00% | 4q | +12.0%+$1.6K |
| Aventus Investment Advisors, Inc. | $15.1K | 111 | 0.01% | 2q | HELD |
| Horizons Wealth Management | $11.6K | 85 | 0.01% | 9q | -43.0%-$8.7K |
| Mn Services Vermogensbeheer B.V. | $10.9K | 80,088 | 0.08% | 18q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $10.9K | 80 | 0.00% | 18q | HELD |
| Marquette Asset Management, LLC | $10.0K | 73 | 0.00% | 5q | +942.9%+$9.0K |
| Investors Research Corp | $9.7K | 71 | 0.00% | 5q | HELD |
| Retirement Wealth Solutions LLC | $7.9K | 58 | 0.00% | 8q | +18.4%+$1.2K |
| JACOBS & CO/CA | $7.2K | 52,616 | 0.62% | 32q | +2.2% |
| ELEVATION WEALTH PARTNERS, LLC | $3.3K | 24 | 0.00% | 5q | -89.4%-$27.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.3K | 17 | 0.00% | new | NEW |
| Planning Strategies Inc. | $2.3K | 17 | 0.00% | 2q | -19.0% |
| Westwind Capital | $1.6K | 11,921 | 0.38% | 2q | -1.3% |
| Davis Capital Management | $682 | 5 | 0.00% | 5q | -50.0% |
| CX Institutional | $425 | 3,120 | 0.01% | 16q | -3.5% |
| Polaris Financial Partners | $9 | 66 | 0.00% | new | FIRST |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-09-01 | Directors or officers departed or appointed | filing |
| 2026-08-28 | 2026-08-20 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Russell David Eric | Sr. Vice President, Controller | Sold | 7,961 | $1.2M |
| 2026-07-01 | Powell Aaron | CEO - Pizza Hut | Sold | 6,001 | $962.7K |
| 2026-05-19 | Powell Aaron | CEO - Pizza Hut | Sold | 6,001 | $914.3K |
| 2026-08-24 | Skeans Tracy L | COO and CPO | Sold | 3,494 | $552.1K |
| 2026-05-26 | Tresvant Sean | Taco Bell, CEO, YUM CCO | Sold | 3,000 | $464.0K |
| 2026-05-15 | Skeans Tracy L | COO and CPO | Sold | 1,837 | $279.2K ×8 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 66 | $37.2M | 272,032 | 3 | 11 | 25 | 0.0% |
| Q2 2026 | 1,445 | $42.6B | 261,862,875 | 122 | 428 | 449 | 1.7% |
| Q1 2026 | 1,441 | $37.2B | 236,377,431 | 131 | 464 | 356 | 1.2% |
| Q4 2025 | 1,404 | $38.5B | 251,883,925 | 116 | 384 | 380 | 1.0% |
| Q3 2025 | 1,330 | $37.8B | 245,380,586 | 86 | 379 | 394 | 1.2% |
| Q2 2025 | 1,357 | $35.3B | 234,887,527 | 99 | 411 | 363 | 1.4% |
| Q1 2025 | 1,359 | $37.4B | 233,204,261 | 164 | 347 | 415 | 1.9% |
| Q4 2024 | 1,270 | $32.4B | 236,979,039 | 72 | 326 | 383 | 1.9% |
| Q3 2024 | 1,244 | $37.2B | 259,712,156 | 94 | 312 | 415 | 2.6% |
| Q2 2024 | 1,216 | $34.9B | 257,404,809 | 75 | 341 | 374 | 2.4% |
| Q1 2024 | 1,244 | $36.9B | 261,686,503 | 95 | 314 | 379 | 1.7% |
| Q4 2023 | 1,227 | $32.9B | 247,935,919 | 96 | 321 | 367 | 1.6% |
| Q3 2023 | 1,141 | $28.6B | 226,173,291 | 64 | 296 | 357 | 1.4% |
| Q2 2023 | 1,181 | $32.0B | 227,887,670 | 74 | 351 | 351 | 1.3% |
| Q1 2023 | 1,182 | $30.4B | 226,129,211 | 84 | 318 | 348 | 1.6% |
| Q4 2022 | 1,180 | $28.7B | 221,629,829 | 143 | 305 | 331 | 1.2% |
| Q3 2022 | 1,077 | $23.8B | 221,140,333 | 71 | 314 | 299 | 1.2% |
| Q2 2022 | 1,096 | $25.3B | 220,818,150 | 56 | 304 | 363 | 1.0% |
| Q1 2022 | 1,149 | $26.6B | 221,808,664 | 90 | 295 | 372 | 1.0% |
| Q4 2021 | 1,176 | $32.6B | 229,501,753 | 104 | 300 | 317 | 2.1% |
| Q3 2021 | 1,100 | $29.0B | 233,319,737 | 74 | 305 | 304 | 1.7% |
| Q2 2021 | 1,093 | $27.4B | 234,779,671 | 85 | 282 | 323 | 1.4% |
| Q1 2021 | 1,063 | $25.6B | 233,697,404 | 82 | 269 | 357 | 1.3% |
| Q4 2020 | 1,063 | $26.1B | 233,256,224 | 98 | 275 | 321 | 2.6% |
| Q3 2020 | 975 | $21.7B | 231,901,403 | 62 | 255 | 340 | 2.7% |
| Q2 2020 | 981 | $20.6B | 230,674,051 | 124 | 262 | 333 | 2.5% |
| Q1 2020 | 944 | $16.4B | 232,670,313 | 87 | 238 | 379 | 2.8% |
| Q4 2019 | 1,062 | $24.6B | 234,170,668 | 72 | 251 | 356 | 4.1% |
| Q3 2019 | 1,050 | $27.2B | 231,788,385 | 73 | 300 | 328 | 3.7% |
| Q2 2019 | 1,039 | $26.8B | 232,902,627 | 89 | 257 | 347 | 4.1% |
| Q1 2019 | 1,040 | $23.9B | 233,419,054 | 97 | 268 | 348 | 2.8% |
| Q4 2018 | 1,004 | $22.1B | 236,665,520 | 12 | 19 | 14 | 2.1% |