← Holdings
YUM

YUM BRANDS INC

2 managers · $128M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$128M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘNew$89M0.65%Quality growth / Long-term concentrated
MarkelHold$39M0.3%Insurance float / Long-term value
What managers sayⓘ
2024-10-15Colossus (Invest Like the Best / Business Breakdowns)NeutralMatt Perelman & Alex Sloane - The Art of Franchise Investing - [Invest Like the Best, EP.393]Detail →
2024-06-11Colossus (Invest Like the Best / Business Breakdowns)NeutralFrank Blake - Leading By Example - [Invest Like the Best, EP.377]Detail →
2021-04-21Colossus (Invest Like the Best / Business Breakdowns)NeutralCinnabon: The Omnichannel Approach to Indulgence - [Business Breakdowns, EP. 05]Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 6% · latest net margin 19% · FCF consistently positive

Revenue$8.21B
Rev. YoY+8.8%
Gross margin69.8%
Net margin19%
Net income$1.56B
Free cash flow$1.64B
Operating cash flow$2.01B
ROE—

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.