ANCHOR CAPITAL ADVISORS LLC YUM — YUM BRANDS INC

Ownership history in ANCHOR CAPITAL ADVISORS LLC  ·  6 quarters on record

AI Ownership Summary

ANCHOR CAPITAL ADVISORS LLC reported YUM BRANDS INC (YUM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.22% in 2025 Q2. The latest visible filing shows YUM at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YUM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANCHOR CAPITAL ADVISORS LLC's position in YUM BRANDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

YUM was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YUM stock page ANCHOR CAPITAL ADVISORS LLC fund profile ANCHOR CAPITAL ADVISORS LLC full holdings
How ANCHOR CAPITAL ADVISORS LLC held YUM — position size vs. price
% of Fund (quarterly)    YUM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 274,360 +1,059 +0.4% 1.21% $42.7M 2026-05-12 $152.12
2025 Q4 REDUCED — — — 273,301 -2,276 -0.8% 1.20% $41.3M 2026-02-10 $157.35
2025 Q3 REDUCED — — — 275,577 -4,969 -1.8% 1.21% $41.9M 2025-10-30 $137.10
2025 Q2 ADDED — — — 280,546 +45,060 +19.1% 1.22% $41.6M 2025-08-06 $138.67
2025 Q1 ADDED — — — 235,486 +11,140 +5.0% 1.11% $37.1M 2025-05-13 $142.27
2024 Q4 INITIATED — — — 224,346 — — 0.86% $30.1M 2025-02-05 $127.54

🏢 Other funds also holding YUM

As of 2026 Q1 — sorted by position size

MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 10.86% Camrose Capital Investment Partners LLP 9.16% Range Rock Capital, LLC 6.85% LRZ CAPITAL LLC 4.6% Sustainable Growth Advisers, LP 3Y 7Y 3.31% Magellan Asset Management Ltd 3Y 7Y 2.76% Paralel Advisors LLC 3Y 2.75% Gallacher Capital Management LLC 3Y 2.55% CONSCIOUS WEALTH INVESTMENTS, LLC 2.49% Pavion Blue Capital, LLC 3Y 2.48%

FAQ About ANCHOR CAPITAL ADVISORS LLC and YUM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANCHOR CAPITAL ADVISORS LLC reported owning YUM?

ANCHOR CAPITAL ADVISORS LLC reported YUM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported YUM position in ANCHOR CAPITAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for YUM was 1.22% in 2025 Q2.

What is the latest reported YUM position on this page?

The most recent filing on this page is 2026 Q1, when ANCHOR CAPITAL ADVISORS LLC reported 274,360 shares, equal to 1.21% of portfolio, with an estimated market value of $42.7M.

What does the chart on this YUM ownership page compare?

The chart compares ANCHOR CAPITAL ADVISORS LLC's quarterly YUM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANCHOR CAPITAL ADVISORS LLC time their YUM position?

Based on 13F filing dates vs. subsequent YUM price moves, ANCHOR CAPITAL ADVISORS LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on YUM relative to SPY over the holding period was -3.0%.

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