YUM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 29.4 | P/B | 34.95 |
| EPS (TTM) | 5.54 | Dividend | 1.89% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 26.4M | 0.1% | +2% |
| JPMORGAN CHASE & CO | 19.4M | n/a | −3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 18.0M | n/a | n/a |
| Capital International Investors | 16.8M | 0.6% | −13% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13.9M | n/a | n/a |
| State Street | 13.0M | 0.1% | −1% |
Top institutional owners for YUM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| OCT 01 | Mezvinsky Scott | SELL | 241 | −$33K |
| SEP 01 | Turner Christopher Lee | SELL | 261 | −$40K |
| SEP 01 | Mezvinsky Scott | SELL | 268 | −$41K |
| AUG 24 | Skeans Tracy L | SELL | 3K | −$552K |
| AUG 04 | Russell David Eric | SELL | 8K | −$1M |
| AUG 03 | Turner Christopher Lee | SELL | 261 | −$40K |
0 insider buys, 17 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention YUM yet.