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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $408.39 M.
Top institutional holders include Steven Cohen and Terry Smith.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $108.79 M net inflow during the quarter.
Recent activity highlights Terry Smith who opened a new position. Conversely, Tom Gayner reduced exposure by 42.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Yum! Brands, Inc. (YUM)
Major holders include Steven Cohen ($209.37 M), Terry Smith ($88.9 M), Cliff Asness ($46.58 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.53 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $108.79 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited YUM. The total reported sell value was $45.96 M.
Yes, 1 managers opened new positions in YUM, and 5 increased their existing holdings. The total reported buy value was $154.75 M.
