YUM

Yum! Brands Inc

3 super-investor ownerscombined $764Mlargest position 1.9%

3 super-investors hold YUM worth a combined $764M. The largest position: William Von Mueffling at 1.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #508 of 724 scored stocks.

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Why super-investors own YUM

Ownership of YUM within this cohort is narrow and largely static: three managers hold a combined $764M, but the cohort count has been locked at one for the prior seven quarters before expanding to three in 2026Q1 — though none of that expansion shows as new or added activity in the current period, suggesting the positions were established earlier. William Von Mueffling carries the highest conviction at 1.9% of his portfolio ($282M), while Joel Greenblatt accounts for the largest dollar exposure ($444M) despite it representing just 0.3% of his portfolio. Thomas Gayner holds a modest $38M slice. No one in the cohort added, trimmed, or exited this quarter, indicating stable but uninspired interest with no signs of building momentum.

AI-synthesized from 13F filings. Not investment advice.