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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $346.17 M.
Top institutional holders include Steven Cohen and Tom Gayner.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $235.27 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 16.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Yum! Brands, Inc. (YUM)
Major holders include Steven Cohen ($244.06 M), Tom Gayner ($38.13 M), Cliff Asness ($28.5 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.24 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $235.27 M, with 9 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited YUM. The total reported sell value was $5.69 M.
Yes, 4 managers opened new positions in YUM, and 5 increased their existing holdings. The total reported buy value was $240.96 M.
