YUM β€” YUM BRANDS INC

Ownership history in Schrum Private Wealth Management LLC  Β·  4 quarters on record

AI Ownership Summary

Schrum Private Wealth Management LLC reported YUM BRANDS INC (YUM) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows YUM at 0.15% 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 Schrum Private Wealth Management 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
2025 Q3

YUM was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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 Q3 to 2025 Q3

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 Schrum Private Wealth Management LLC held YUM β€” position size vs. price
% of Fund (quarterly)    YUM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,320 -50 -3.6% 0.15% $201K 2025-11-10 $146.88
2025 Q2 UNCHANGED 1,370 β€” 0% 0.16% $203K 2025-07-23 $145.71
2025 Q1 REDUCED 1,370 -970 -41.5% 0.19% $216K 2025-05-02 $146.32
2024 Q3 INITIATED 2,340 β€” β€” 0.17% $327K 2024-11-05 $130.92

FAQ About Schrum Private Wealth Management 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 Schrum Private Wealth Management LLC reported owning YUM?

Schrum Private Wealth Management LLC reported YUM across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported YUM position in Schrum Private Wealth Management LLC's portfolio?

The largest reported portfolio weight for YUM was 0.19% in 2025 Q1.

What is the latest reported YUM position on this page?

The most recent filing on this page is 2025 Q3, when Schrum Private Wealth Management LLC reported 1,320 shares, equal to 0.15% of portfolio, with an estimated market value of $201K.

What does the chart on this YUM ownership page compare?

The chart compares Schrum Private Wealth Management 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.

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