Guru Ownership Trend
Guru Analysis for Yum! Brands, Inc. (YUM)
Yum! Brands, Inc. (YUM), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $118.13 M.
Top institutional holders include Tom Gayner and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $32.59 M net outflow during the quarter.
Recent activity highlights Lee Ainslie who opened a new position. Conversely, Steven Cohen reduced exposure by 72.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Yum! Brands, Inc. (YUM)
Major holders include Tom Gayner ($34.26 M), Cliff Asness ($25.3 M), Joel Greenblatt ($24.44 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 725,069 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $32.59 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited YUM. The total reported sell value was $43.85 M.
Yes, 1 managers opened new positions in YUM, and 2 increased their existing holdings. The total reported buy value was $11.26 M.
