NYSE · Consumer Discretionary

YUM BRANDS INC YUM

Yum! Brands, Inc., together with its subsidiaries, develops, operates, and franchises traditional and non-traditional quick service restaurants in the United States, China, and internationally. The company operates in four segments: KFC Division, Taco Bell Division, Pizza Hut Division, and Habit Burger & Grill Division.

Restaurants

Company profile

Business mix

  • The company operates in four segments: KFC Division, Taco Bell Division, Pizza Hut Division, and Habit Burger & Grill Division.
  • It also operates restaurants under the KFC, Pizza Hut, Taco Bell, and Habit Burger & Grill brands, which specialize in chicken, Mexican-style food and pizza categories, made-to-order chargrilled burgers, sandwiches, and other products.
  • The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to Yum! Brands, Inc. in May 2002.
  • Yum! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in restaurants?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 24.32 FCF 3.96% Buyback 1.32%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 0.1% $72.4M 2026-03-31
Markel Group Tom Gayner 0.3% $38.1M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $25.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +24.0% +166,165 / 691,054
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 465,603 Last 4 periods +0 (0.0%) Total shares 465,603 Value $72.4M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 0.4% 13F value change -$1.9M
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 8.3% 13F value change +$3.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 225,451 Last 4 periods +19,762 (+8.8%) Total shares 245,213 Value $38.1M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$20.2M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 5.6% 13F value change -$108,056
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 7.9% 13F value change +$2.2M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +146,403 (New) Total shares 146,403 Value $22.3M

Recent mentions

No public mentions.