Yum! Brands Inc. (YUM)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:2
Ownership rank:348
% of all portfolios:0.018%
Hold Price * :$139.71
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Thomas Gayner - Markel Group Add 80.92% 70,000 0.09
William Von Mueffling - Cantillon Capital Management Add 3.76% 51,690 0.04
Lee Ainslie - Maverick Capital Sell 100.00% 22,362 0.06
Q2  2024
Thomas Gayner - Markel Group Add 435.55% 70,350 0.09
Lee Ainslie - Maverick Capital Add 86.99% 10,403 0.03
William Von Mueffling - Cantillon Capital Management Reduce 4.90% 70,950 0.06
Q1  2024
William Von Mueffling - Cantillon Capital Management Buy 1,447,300 1.26
Lee Ainslie - Maverick Capital Buy 11,959 0.03
Thomas Gayner - Markel Group Buy 16,152 0.02
Q2  2023
Lee Ainslie - Maverick Capital Sell 100.00% 8,293 0.03
Q1  2023
Lee Ainslie - Maverick Capital Buy 8,293 0.03
Q3  2022
Lee Ainslie - Maverick Capital Sell 100.00% 1,952 0.01
Q2  2022
Lee Ainslie - Maverick Capital Buy 1,952 0.01
Q4  2021
Lee Ainslie - Maverick Capital Sell 100.00% 15,121 0.02
Q3  2021
Lee Ainslie - Maverick Capital Buy 15,121 0.02
Q2  2021
Lee Ainslie - Maverick Capital Sell 100.00% 21,748 0.02
Q1  2021
Lee Ainslie - Maverick Capital Buy 21,748 0.02
Q3  2020
Lee Ainslie - Maverick Capital Sell 100.00% 7,801 0.01
Q2  2020
Lee Ainslie - Maverick Capital Reduce 89.25% 64,774 0.08
Q1  2020
Lee Ainslie - Maverick Capital Buy 72,575 0.10
Q3  2019
Lee Ainslie - Maverick Capital Sell 100.00% 23,880 0.04
Q2  2019
Lee Ainslie - Maverick Capital Reduce 86.74% 156,200 0.26
Q1  2019
Lee Ainslie - Maverick Capital Reduce 34.17% 93,480 0.12
Q4  2018
Lee Ainslie - Maverick Capital Reduce 48.50% 257,630 0.35
Q3  2018
Lee Ainslie - Maverick Capital Buy 531,190 0.60
Q1  2018
Lee Ainslie - Maverick Capital Sell 100.00% 205,620 0.21
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 1,200 0.00
Q4  2017
Lee Ainslie - Maverick Capital Buy 205,620 0.21
Thomas Russo - Gardner Russo & Quinn Buy 1,200 0.00
Q3  2017
Hillman Value Fund Sell 100.00% 10,000 2.31
Lee Ainslie - Maverick Capital Sell 100.00% 35,870 0.03
Q2  2017
Lee Ainslie - Maverick Capital Buy 35,870 0.03
Q4  2016
Stephen Mandel - Lone Pine Capital Sell 100.00% 6,265,804 2.55
Daniel Loeb - Third Point Sell 100.00% 500,000 0.39
Q3  2016
Stephen Mandel - Lone Pine Capital Reduce 37.17% 3,706,451 1.51
Daniel Loeb - Third Point Reduce 80.00% 2,000,000 1.56
Q2  2016
Stephen Mandel - Lone Pine Capital Add 559.29% 8,459,686 3.24
Daniel Loeb - Third Point Reduce 54.55% 3,000,000 2.40
Q1  2016
Daniel Loeb - Third Point Add 7204.12% 5,424,700 4.16
Stephen Mandel - Lone Pine Capital Buy 1,512,569 0.63
Q4  2015
Daniel Loeb - Third Point Reduce 99.35% 11,524,700 9.18
Q3  2015
Daniel Loeb - Third Point Add 224.48% 8,025,000 6.22
Q2  2015
Daniel Loeb - Third Point Add 8.33% 275,000 0.24
Q1  2015
Daniel Loeb - Third Point Buy 3,300,000 2.60
Q3  2014
Meridian Contrarian Fund Sell 100.00% 203,800 2.34
Q2  2014
Meridian Contrarian Fund Add 16.59% 29,000 0.33
Q1  2014
Meridian Contrarian Fund Add 66.48% 69,800 0.73
Q4  2013
Meridian Contrarian Fund Buy 105,000 1.07
Q2  2013
Hillman Value Fund Buy 10,000 2.19
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 2,200 0.00
Q3  2012
Thomas Gayner - Markel Group Sell 100.00% 3,200 0.01
Q1  2012
Thomas Gayner - Markel Group Buy 3,200 0.01
Mason Hawkins - Longleaf Partners Sell 100.00% 4,499,960 3.75
Q4  2011
Mason Hawkins - Longleaf Partners Reduce 29.81% 1,911,210 1.59
Thomas Russo - Gardner Russo & Quinn Reduce 45.00% 1,800 0.00
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,033,052 0.84
Q3  2011
Mason Hawkins - Longleaf Partners Reduce 21.53% 1,759,313 1.26
Stephen Mandel - Lone Pine Capital Reduce 72.08% 5,248,951 2.17
Q2  2011
Thomas Russo - Gardner Russo & Quinn Reduce 14.89% 700 0.00
Stephen Mandel - Lone Pine Capital Reduce 30.23% 3,155,139 1.35
Q1  2011
Thomas Russo - Gardner Russo & Quinn Buy 4,700 0.00
Stephen Mandel - Lone Pine Capital Reduce 15.47% 1,910,349 0.81
Q4  2010
Mason Hawkins - Longleaf Partners Reduce 9.16% 824,000 0.51
Stephen Mandel - Lone Pine Capital Reduce 17.97% 2,705,603 1.18
Q3  2010
Mason Hawkins - Longleaf Partners Reduce 33.75% 4,582,803 2.84
Bill Ackman - Pershing Square Capital Management Sell 100.00% 1,907,164 2.13
Q2  2010
Stephen Mandel - Lone Pine Capital Add 22.66% 2,780,449 1.16
Bill Ackman - Pershing Square Capital Management Reduce 87.45% 13,292,966 14.85
Bill Nygren - Oakmark Select Fund Sell 100.00% 2,215,000 3.51
Q1  2010
Stephen Mandel - Lone Pine Capital Add 87.81% 5,737,986 2.13
Mason Hawkins - Longleaf Partners Add 18.98% 2,166,328 1.18
Bill Ackman - Pershing Square Capital Management Add 10.01% 1,383,086 1.60
Q4  2009
Bill Ackman - Pershing Square Capital Management Buy 13,817,044 25.48
Stephen Mandel - Lone Pine Capital Buy 6,534,659 2.33
Q3  2009
Mason Hawkins - Longleaf Partners Add 15.53% 1,533,528 0.76
Bill Nygren - Oakmark Select Fund Reduce 8.28% 200,000 0.33
Thomas Gayner - Markel Group Sell 100.00% 24,200 0.07
Q2  2009
Mason Hawkins - Longleaf Partners Reduce 4.11% 423,698 0.24
Bill Nygren - Oakmark Select Fund Reduce 14.21% 400,000 0.71
Bill Ackman - Pershing Square Capital Management Sell 100.00% 1,554,315 2.22
Q1  2009
Bill Ackman - Pershing Square Capital Management Buy 1,554,315 2.22
Mason Hawkins - Longleaf Partners Reduce 21.11% 2,755,928 1.47
Bill Nygren - Oakmark Select Fund Reduce 33.21% 1,400,000 2.54
Q4  2008
Bill Nygren - Oakmark Select Fund Reduce 31.63% 1,950,000 3.53
John Rogers - Ariel Appreciation Fund Sell 100.00% 514,600 1.15
Q3  2008
Thomas Gayner - Markel Group Reduce 0.41% 100 0.00
Mason Hawkins - Longleaf Partners Reduce 1.77% 235,196 0.09
Bill Nygren - Oakmark Select Fund Reduce 4.64% 300,000 0.40
John Rogers - Ariel Appreciation Fund Reduce 44.87% 418,900 0.94
Q2  2008
Thomas Gayner - Markel Group Reduce 2.02% 500 0.00
Bill Nygren - Oakmark Select Fund Reduce 18.83% 1,500,000 1.90
Q1  2008
Thomas Gayner - Markel Group Buy 24,800 0.05
Bill Nygren - Oakmark Select Fund Reduce 10.66% 950,000 1.10
John Rogers - Ariel Appreciation Fund Reduce 34.81% 498,400 1.03
Q4  2007
Mason Hawkins - Longleaf Partners Reduce 24.80% 4,382,748 1.50
Bill Nygren - Oakmark Select Fund Reduce 31.59% 4,116,000 4.08
John Rogers - Ariel Appreciation Fund Reduce 39.36% 929,400 1.69
Q3  2007
Mason Hawkins - Longleaf Partners Reduce 5.67% 1,063,200 0.31
Bill Nygren - Oakmark Select Fund Reduce 11.29% 1,658,000 1.08
John Rogers - Ariel Appreciation Fund Reduce 19.54% 573,300 0.79

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.