YUM β€” YUM BRANDS INC COM

Ownership history in Horizons Wealth Management  Β·  9 quarters on record

AI Ownership Summary

Horizons Wealth Management reported YUM BRANDS INC COM (YUM) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows YUM at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this YUM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management'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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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 Horizons Wealth Management held YUM β€” position size vs. price
% of Fund (quarterly)    YUM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 149 -150 -50.2% 0.02% $23K 2026-05-15 (Est.) $160.43
2025 Q4 UNCHANGED 299 β€” 0% 0.03% $45K 2026-01-05 $149.60
2025 Q3 UNCHANGED 299 β€” 0% 0.03% $45K 2025-10-03 $149.29
2025 Q2 UNCHANGED 299 β€” 0% 0.03% $44K 2025-07-07 $148.25
2025 Q1 UNCHANGED 299 β€” 0% 0.04% $47K 2025-04-10 $142.75
2024 Q4 UNCHANGED 299 β€” 0% 0.03% $40K 2025-01-07 $125.53
2024 Q3 UNCHANGED 299 β€” 0% 0.03% $42K 2024-10-08 $130.92
2024 Q2 ADDED 299 +245 +453.7% 0.03% $38K 2024-07-22 $124.36
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Horizons Wealth Management and YUM

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

How long has Horizons Wealth Management reported owning YUM?

Horizons Wealth Management reported YUM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported YUM position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for YUM was 0.04% in 2025 Q1.

What is the latest reported YUM position on this page?

The most recent filing on this page is 2026 Q1, when Horizons Wealth Management reported 149 shares, equal to 0.02% of portfolio, with an estimated market value of $23K.

What does the chart on this YUM ownership page compare?

The chart compares Horizons Wealth Management'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.

← Back to Horizons Wealth Management Holdings