What smart money is saying about Yum
YUM
No fund has written a full thesis on Yum in our archive, but 3 fund letters report a position in it, most recently Fundsmith Equity Fund in June 2026.
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3
Reported positions
2
Bought
0
Sold
4
Letters
Position history
Every position in Yum on record in the archive was reported in Q2 2026, across 3 fund letters, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 2 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- 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.”
Yum “Quarter 2 2026 Sustainability Report Yum! Brands We met with Jon Hixon, Yum! Brands’ Chief Sustainability Officer, as well as members of legal and human resources teams to discuss several topics relevant to our investment thesis, including human capital management, geopolitical and reputational risks, corporate governance, and sustainability reporting.”
Yum“Portfolio Changes We initiated new positions in Equinix and Arista Networks and exited our positions in Aon and Intuit. Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.”
Yum“Yum! Brands We met with Jon Hixon, Yum! Brands’ Chief Sustainability Officer, as well as members of legal and human resources teams to discuss several topics relevant to our investment thesis, including human capital management, geopolitical and reputational risks, corporate governance, and sustainability reporting.”
Yum
Also mentioned · 1
These funds discuss Yum as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“We met with Jon Hixon, Yum! Brands’ Chief Sustainability Officer, as well as members of legal and human resources teams to discuss several topics relevant to our investment thesis, including human capital management, geopolitical and reputational risks, corporate governance, and sustainability reporting.”
Yum
Read the letters behind these Yum positions
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