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Yum! Brands shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Yum! Brands (YUM) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Yum! Brands

Tip: Access up to 7 years of quarterly data

All positions including Yum! Brands held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yum! Brands by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 382 152.08
2025-06-30 $57k 382 148.26
2025-03-31 $60k 382 157.45

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Yum! Brands

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
T. Rowe Price Investment Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Loomis, Sayles and
Northern Trust
Invesco
FMR
Sustainable Growth Advisers
Citadel Advisors
Legal & General Group

View all funds holding Yum! Brands