1
YUM
YUM BRANDS INC · Consumer Discretionary
Consensus score 1/100 · #211 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
1.0%
of their portfolios
Combined value
$141M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Cantillon Capital Concentrated | 2.0% | $13M | TRIM |
| Fundsmith Concentrated | 0.7% | $89M | NEW |
| Markel Group Concentrated | 0.3% | $39M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.