DOSSIER · 13F Holders · Q2 2026Consumer Cyclical · Retail-Eating Places
YUM

YUM BRANDS INC

1,519 institutions still hold YUM BRANDS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 988498101·Retail-Eating Places·1,519 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$27.0B
visible holders
Holders
1,519
filers reporting
Concentration
15.49%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

Assenagon Asset Management's $11.5 million add made it 28% of Yum Brands' $115 million tracked institutional base this quarter — but as a quasi-passive options-overlay manager, its block is hedging inventory, not a restaurant-sector view, and it should be read out of the conviction math. What remains is quietly constructive: across 111 tracked holders, buying was broad and selling was shallow. Curated Wealth Partners opened a $3.9 million position — the quarter's largest genuine initiation — and Canandaigua National another $1.2 million. PensionDanmark (+$1.1 million), Czech National Bank (+$784,000), and First Citizens (+$592,000) all extended existing stakes. The sell side topped out at Cadent Capital's $2.0 million reduction, with everything below it in six figures or less.

Set aside, the signal is a steady accumulation pattern with unusual breadth. One hundred eleven institutions hold tracked positions in the fast-food franchisor, and this quarter the buy column ran deep: PensionDanmark added $1.1 million to reach $8.5 million; Czech National Bank added $784,000 to reach $12.5 million — Yum's second-largest tracked position; First Citizens Bank & Trust extended by $592,000; Davenport & Co by $129,000. These are institutional programs adding at the margin, none dramatic, all pointed the same way.

The genuine initiations are the quarter's most deliberate acts. Curated Wealth Partners' new $3.9 million position is the largest fresh money in the name — immediately a top-five tracked holding for the advisor to establish. Canandaigua National Corp opened a second new position at $1.2 million. Two new seven-figure entrances in a single quarter, in a mature consumer franchise, against a sell side whose largest line was Cadent Capital Advisors' $2.0 million trim and whose remaining reductions were all under $200,000.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$4.2B26.2M0.06%Q2 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$3.2B20.0M0.18%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$2.9B18.0M0.06%Q2 2026
04
Capital International Investors
CIK 0001562230
$2.7B17.0M0.56%Q2 2026
05
Vanguard Portfolio Management
CIK 0002100121· Index
$2.2B14.0M0.10%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$2.1B13.2M0.06%Q2 2026
07
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$1.5B9.9M1.06%Q1 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1.3B8.4M0.07%Q2 2026
09
NORGES BANK
CIK 0001374170· Sovereign
$803M5.0M0.08%Q2 2026
10
Invesco Ltd.
CIK 0000914208
$775M4.8M0.06%Q2 2026
11
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$740M4.6M0.13%Q2 2026
12
MORGAN STANLEY
CIK 0000895421
$703M4.4M0.04%Q2 2026
13
UBS Group AG
CIK 0001610520
$665M4.2M0.08%Q2 2026
14
BANK OF AMERICA CORP /DE/
CIK 0000070858
$639M4.0M0.04%Q2 2026
15
LOOMIS SAYLES & CO L P
CIK 0000312348
$587M3.7M0.74%Q2 2026
16
NORTHERN TRUST CORP
CIK 0000073124· Index
$495M3.1M0.06%Q2 2026
17
FMR LLC
CIK 0000315066
$401M2.5M0.02%Q2 2026
18
Sustainable Growth Advisers, LP
CIK 0001290668
$399M2.5M3.92%Q2 2026
19
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$343M2.1M0.06%Q2 2026
20
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$312M2.0M0.04%Q1 2026
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Insiders at YUM BRANDS INC
Russell David EricTurner Christopher LeeMezvinsky ScottPowell AaronTresvant SeanRoy RanjithSkeans Tracy LDomier Tanya