Global Wealth Strategies & Associates YUM YUM BRANDS INC COM

Ownership history in Global Wealth Strategies & Associates  ·  7 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported YUM BRANDS INC COM (YUM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows YUM at 0.03% 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 Global Wealth Strategies & Associates's position in YUM BRANDS INC COM, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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.

How Global Wealth Strategies & Associates 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 867 +500 +136.2% 0.03% $135K 2026-04-03 $155.33
2025 Q4 UNCHANGED 367 0% 0.01% $56K 2026-01-02 $149.07
2025 Q3 UNCHANGED 367 0% 0.01% $56K 2025-10-02 $149.22
2025 Q2 UNCHANGED 367 0% 0.02% $54K 2025-07-07 $147.52
2025 Q1 UNCHANGED 367 0% 0.02% $58K 2025-04-02 $154.49
2024 Q4 ADDED 367 +318 +649.0% 0.02% $49K 2025-01-02 $129.79
2024 Q3 INITIATED 49 0.00% $7K 2024-10-01 $134.65

FAQ About Global Wealth Strategies & Associates and YUM

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

How long has Global Wealth Strategies & Associates reported owning YUM?

Global Wealth Strategies & Associates reported YUM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported YUM position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for YUM was 0.03% in 2026 Q1.

What is the latest reported YUM position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 867 shares, equal to 0.03% of portfolio, with an estimated market value of $135K.

What does the chart on this YUM ownership page compare?

The chart compares Global Wealth Strategies & Associates'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.

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