YUM
Yum! Brands Inc
4 of the 83 super-investors we track hold YUM, worth a combined $416M per their latest 13F filings. The largest position: William Von Mueffling at 2.0% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 25 of 100 (how strongly the cohort backs it) — ranked #549 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own YUM
YUM is held by 4 super-investors in our cohort, with a combined position value of $416M. The highest-conviction owner is William Von Mueffling at 2.0% of their portfolio. Cohort ownership has grown from 3 to 4 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 35q | $335M | 2,093,797 |
| 2 | Thomas Gayner | 0.3% | 10q | $39M | 245,213 |
| 3 | Terry Smith | 0.6% | — 1q | $28M | 178,009 |
| 4 | William Von Mueffling | 2.0% | 10q | $13M | 83,427 |
Owners of YUM also hold
Congress is trading YUM
Congress tracker →- Lisa McClainsold$1,001 - $15,000 · 2025-08-13
- Lisa McClainbought$1,001 - $15,000 · 2025-06-24 · late
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-05-30
- Rob Bresnahansold$1,001 - $15,000 · 2025-05-15
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-04-29
- James E Banksbought$1,001 - $15,000 · 2024-08-08
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Terry Smith | NEW | 0.6% | +100% | $28M | Aug 14, 2026 |
| William Von Mueffling | TRIM | 2.0% | -95% | $13M | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP 988498101. Not investment advice.