Consumer Discretionary · owned by 2 fund managers
Who owns Yum Brands (YUM)?
2 of the 22 fund managers we track hold Yum Brands, worth $128M combined as of Q2 2026. Terry Smith has the biggest bet at 0.7% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
1 opened new positions
Combined value
$128M
At quarter-end prices
Biggest weight
0.7%
Terry Smith
Buyers / sellers
1 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Yum Brands appears in 2 of our 22 portfolios.
- Largest holder: Terry Smith (0.7% of portfolio)
- 1 manager bought or added this quarter
- 0 managers trimmed or sold out
- 1 congressional trade disclosed recently (1 buys, 0 sells)
- Company insiders in Q3 2026: no open-market buys, sold $3M
This is not a recommendation. Do your own research.
Fund managers who own YUM
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Terry Smith Fundsmith | 0.65% | New | 556,107 | $89M |
| Thomas Gayner Markel Group | 0.30% | Hold | 245,213 | $39M |
Congressional trades in YUMAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| R Alan Armstrong Senate · OK | Buy | $1,001 – $15,000 | 27 Mar 2026 | 21 Jul 2026 |
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