YUM
Yum! Brands, Inc. · Consumer Cyclical · Restaurants
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | -6 | 190.26M | $30.37B | +2 | −7 |
| Q1 2026 | 170 | +2 | 180.88M | $28.09B | +6 | −5 |
| Q4 2025 | 167 | -1 | 197.41M | $29.85B | +2 | −2 |
| Q3 2025 | 23 | +1 | 130.86M | $19.89B | +2 | −2 |
| Q2 2025 | 20 | -1 | 98.18M | $14.55B | — | −1 |
| Q1 2025 | 18 | +5 | 37.46M | $5.90B | +5 | — |
| Q4 2024 | 13 | -2 | 36.81M | $4.94B | +1 | −3 |
| Q3 2024 | 14 | -1 | 24.60M | $3.44B | +1 | −2 |
| Q2 2024 | 15 | — | 34.71M | $4.60B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 19.70M | — | $2.61B | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 7.33M | — | $970.48M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 7.33M | — | $970.48M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 3.05M | — | $403.37M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 2.34M | — | $309.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 2.34M | — | $309.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 964.73K | — | $127.79M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 770.82K | — | $102.10M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 770.82K | — | $102.10M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 118.14K | — | $15.65M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Markel Group ✦ | 86.50K | — | $11.46M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 67.18K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 67.18K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 64.31K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 64.31K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 57.72K | — | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 57.72K | — | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 57.45K | — | $7.61M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 56.87K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 33.34K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 20.71K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 20.71K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,424 tenedores, 215.69M acciones, $31.16B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.