Tom Gayner's YUM Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 226,451 shares of Yum! Brands, Inc. (YUM) worth $34.26 M, representing 0.27% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Tom Gayner has maintained this position in YUM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 70,350 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Yum! Brands (YUM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Yum! Brands (YUM) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1,000 | Add 0.44% | 226,451 | $148.18 |
| Q1 2025 | +19,949 | Add 9.71% | 225,451 | $157.36 |
| Q4 2024 | +49,000 | Add 31.31% | 205,502 | $134.16 |
| Q3 2024 | +70,000 | Add 80.92% | 156,502 | $139.71 |
| Q2 2024 | +70,350 | Add 435.55% | 86,502 | $132.46 |
| Q1 2024 | +16,152 | New Buy | 16,152 | $138.65 |
Tom Gayner's Yum! Brands Investment FAQs
Tom Gayner first purchased Yum! Brands, Inc. (YUM) in Q1 2024, acquiring 16,152 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Yum! Brands, Inc. (YUM) for 8 quarters since Q1 2024.
Tom Gayner's largest addition to Yum! Brands, Inc. (YUM) was in Q2 2024, adding 86,502 shares worth $11.46 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 226,451 shares of Yum! Brands, Inc. (YUM), valued at approximately $34.26 M.
As of the Q4 2025 filing, Yum! Brands, Inc. (YUM) represents approximately 0.27% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Yum! Brands, Inc. (YUM) was 226,451 shares, as reported at the end of Q2 2025.