This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YUM/capital-change-brief"
Use Arkolith's capital_change_brief for YUM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.1B | 26.4M | ▲+1.6% Added · +431K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $3.0B | 19.4M | ▼−3.4% Reduced · −679K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 18.0M | ▲New +18.0M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2B | 13.9M | ▲New +13.9M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $2.0B | 13.0M | ▼−1.4% Reduced · −180K sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 9.9M | ▼−36% Reduced · −5.5M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 8.3M | ▼−5.4% Reduced · −472K sh | Q1 2026 | |
| 8 | NORGES BANK | $706.8M | 4.7M | ▲+15% Added · +606K sh | Q4 2025 | |
| 9 | MORGAN STANLEY | $653.9M | 4.2M | ▼−5.9% Reduced · −266K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $591.0M | 3.8M | ▲+0.4% Added · +16K sh | Q1 2026 | |
| 11 | LOOMIS SAYLES & CO L P | $581.7M | 3.7M | ▼−1.1% Reduced · −43K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $502.0M | 3.2M | ▼−0.5% Reduced · −15K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $443.9M | 2.9M | ▲+321% Added · +2.2M sh | Q1 2026 | |
| 14 | FMR LLC | $405.7M | 2.6M | ▲+24% Added · +506K sh | Q1 2026 | |
| 15 | UBS Group AG | $389.9M | 2.5M | ▲+25% Added · +503K sh | Q1 2026 | |
| 16 | Sustainable Growth Advisers, LP | $351.4M | 2.3M | ▼−9.5% Reduced · −237K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $335.5M | 2.2M | ▲+19% Added · +340K sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $315.8M | 2.0M | ▼−2.6% Reduced · −55K sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $311.6M | 2.0M | ▲+27% Added · +430K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $296.3M | 1.9M | ▲+795% Added · +1.7M sh | Q1 2026 | |
| 21 | CANTILLON CAPITAL MANAGEMENT LLC | $281.7M | 1.8M | ▼−12% Reduced · −244K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $279.6M | 1.8M | ▼−2.5% Reduced · −45K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $276.6M | 1.8M | ▲+3.1% Added · +54K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $261.6M | 1.7M | ▲+3.5% Added · +58K sh | Q1 2026 | |
| 25 | Alyeska Investment Group, L.P. | $260.5M | 1.7M | ▼−7.1% Reduced · −128K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Turner Christopher Lee | Chief Executive Officer, Director | Sell (S) | 250 | $40K |
| Jul 1, 2026 | Powell Aaron | CEO - Pizza Hut | Sell (S) | 6K | $963K |
| Jul 1, 2026 | Mezvinsky Scott | KFC Division CEO | Option exercise (M) | 483 | $0 |
| Jul 1, 2026 | Mezvinsky Scott | KFC Division CEO | Sell (S) | 277 | $44K |
| Jul 1, 2026 | Mezvinsky Scott | KFC Division CEO | Disposed to issuer (D) | 206 | $33K |
| Jul 1, 2026 | Mezvinsky Scott | KFC Division CEO | Option exercise (M) | 483 | $33K |
| Jun 1, 2026 | Turner Christopher Lee | Chief Executive Officer, Director | Sell (S) | 270 | $40K |
| Jun 1, 2026 | Mezvinsky Scott | KFC Division CEO | Option exercise (M) | 483 | — |
| Jun 1, 2026 | Mezvinsky Scott | KFC Division CEO | Sell (S) | 261 | $39K |
| Jun 1, 2026 | Mezvinsky Scott | KFC Division CEO | Disposed to issuer (D) | 222 | $33K |
| Jun 1, 2026 | Mezvinsky Scott | KFC Division CEO | Option exercise (M) | 483 | $33K |
| May 26, 2026 | Tresvant Sean | Taco Bell, CEO, YUM CCO | Sell (S) | 3K | $464K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 428 funds | $123.9B |
| MICROSOFT CORPMSFT | 425 funds | $282.2B |
| NVIDIA CORPNVDA | 424 funds | $399.5B |
| AMAZON.COM INCAMZN | 424 funds | $214.9B |
| ALPHABET INC-CL AGOOGL | 422 funds | $187.7B |
| APPLE INCAAPL | 420 funds | $310.7B |
| VISA INC-CLASS A SHARESV | 418 funds | $67.4B |
| BROADCOM INCAVGO | 417 funds | $152.6B |
| JPMORGAN CHASE & COJPM | 417 funds | $78.6B |
| ALPHABET INC-CL CGOOG | 415 funds | $125.8B |
| ELI LILLY & COLLY | 414 funds | $80.0B |
| HOME DEPOT INCHD | 414 funds | $35.6B |
Ranked by how many of YUM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YUM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.