Jeremy Grantham's YUM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,929 shares of Yum! Brands, Inc. (YUM) worth $766,361, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in YUM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 1.18 M shares. Largest reduction occurred in Q4 2013, reducing 990,756 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Yum! Brands (YUM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Yum! Brands (YUM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +500 | Add 11.29% | 4,929 | $155.48 |
| Q3 2025 | +4,429 | New Buy | 4,429 | $152.00 |
| Q3 2015 | -856,269 | Sold Out | 0 | $0.00 |
| Q2 2015 | -46,320 | Reduce 5.13% | 856,269 | $64.76 |
| Q1 2015 | -145,667 | Reduce 13.90% | 902,589 | $56.59 |
| Q4 2014 | -585,083 | Reduce 35.82% | 1.05 M | $52.37 |
| Q3 2014 | -99,955 | Reduce 5.77% | 1.63 M | $51.75 |
| Q2 2014 | +1.18 M | Add 215.73% | 1.73 M | $58.38 |
| Q1 2014 | -295,553 | Reduce 35.00% | 548,976 | $54.20 |
| Q4 2013 | -990,756 | Reduce 53.98% | 844,529 | $54.36 |
| Q3 2013 | -239,519 | Reduce 11.54% | 1.84 M | $51.32 |
| Q2 2013 | +2.07 M | Add 0.00% | 2.07 M | $49.85 |
Jeremy Grantham's Yum! Brands Investment FAQs
Jeremy Grantham first purchased Yum! Brands, Inc. (YUM) in Q2 2013, acquiring 2,074,804 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Yum! Brands, Inc. (YUM) for 13 quarters since Q2 2013.
Jeremy Grantham's largest addition to Yum! Brands, Inc. (YUM) was in Q2 2013, adding 2,074,804 shares worth $103.43 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,929 shares of Yum! Brands, Inc. (YUM), valued at approximately $766,361.
As of the Q1 2026 filing, Yum! Brands, Inc. (YUM) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Yum! Brands, Inc. (YUM) was 2,074,804 shares, as reported at the end of Q2 2013.