What smart money is saying about Yum! Brands
YUM
No fund has written a full thesis on Yum! Brands in our archive, but 1 fund letter reports a position in it — most recently Fundsmith Equity Fund in June 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Yum! Brands on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- New positionFundsmith Equity FundJune 2026
“We began accumulating stakes in AppLovin, GE Vernova, Legrand, Mastercard, Netflix, Nextpower, Sage, The TJX Companies, TSMC, Uber, Veeva Systems, and Yum! Brands.”
Read the letterYum! Brands
Read the letters behind these Yum! Brands positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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