EP Wealth Advisors, Inc. reports 8.53% decrease in ownership of YUM / Yum! Brands, Inc.

냠! 브랜드, Inc.

MX ˙ BMV ˙ US9884981013

Security	MX:YUM / Yum! Brands, Inc.
Institution	EP Wealth Advisors, Inc.
Latest Disclosed Ownership	14,370 shares
Latest Disclosed Value	$ 2,234,234

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 14,370 shares of Yum! Brands, Inc. (MX:YUM) valued at $2,234,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 15,710 shares of Yum! Brands, Inc.. This represents a change in shares of -8.53% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	YUM BRANDS	COM	988498101	14,370	-1,340	-8.53	2,234	-5.98	0.0110
2026-02-18	2025-12-31	13F	YUM BRANDS	COM	988498101	15,710	-82	-0.52	2,377	1.54	0.0123
2025-08-14	2025-06-30	13F	YUM Brands	COM	988498101	15,792	1,668	11.81	2,340	5.31	0.0154
2025-05-15	2025-03-31	13F	YUM BRANDS	COM	988498101	14,124	-33	-0.23	2,223	17.01	0.0178
2025-02-14	2024-12-31	13F	YUM BRANDS	COM	988498101	14,157	430	3.13	1,899	-0.94	0.0155
2024-11-15	2024-09-30	13F	YUM BRANDS	COM	988498101	13,727	164	1.21	1,918	6.74	0.0165
2024-08-19	2024-06-30	13F	YUM Brands	COM	988498101	13,563	-145	-1.06	1,797	-5.47	0.0191
2024-05-14	2024-03-31	13F	YUM BRANDS	COM	988498101	13,708	602	4.59	1,901	10.98	0.0222
2024-02-28	2023-12-31	13F	YUM Brands	COM	988498101	13,106	-154	-1.16	1,712	3.38	0.0218
2023-11-24	2023-09-30	13F	YUM BRANDS	COM	988498101	13,260	2,984	29.04	1,657	-7.43	0.0257
2023-08-14	2023-06-30	13F	YUM BRANDS	COM	988498101	10,276	-558	-5.15	1,790	785.64	0.0258
2023-06-05	2023-03-31	13F	YUM BRANDS	COM	988498101	10,834	-1,352	-11.09	202	-87.05	0.0035
2023-06-12	2022-12-31	13F	YUM BRANDS	COM	988498101	12,186	390	3.31	1,561	24.40	0.0281
2022-12-02	2022-09-30	13F	YUM BRANDS	COM	988498101	11,796	441	3.88	1,254	-2.72	0.0284
2022-08-11	2022-06-30	13F	YUM BRANDS	COM	988498101	11,355	-40	-0.35	1,289	-4.59	0.0290
2022-05-20	2022-03-31	13F	YUM BRANDS	COM	988498101	11,395	-1,773	-13.46	1,351	-26.09	0.0297
2022-02-17	2021-12-31	13F	YUM BRANDS	COM	988498101	13,168	786	6.35	1,828	20.74	0.0432
2021-11-23	2021-09-30	13F/A-1	YUM BRANDS	COM	988498101	12,382	4,855	64.50	1,514	74.83	0.0415
2021-11-16	2021-09-30	13F	YUM BRANDS	COM	988498101	118,594	111,067		1,514		0.0415
2021-08-24	2021-06-30	13F	YUM BRANDS	COM	988498101	7,527	569	8.18	866	15.01	0.0240
2021-05-17	2021-03-31	13F	YUM BRANDS	COM	988498101	6,958	8	0.12	753	-0.13	0.0239
2021-02-18	2020-12-31	13F	YUM BRANDS	COM	988498101	6,950	-143	-2.02	754	16.36	0.0265
2020-11-17	2020-09-30	13F	YUM BRANDS	COM	988498101	7,093	0	0.00	648	5.19	0.0279
2020-08-14	2020-06-30	13F	YUM BRANDS	COM	988498101	7,093	-11	-0.15	616	26.49	0.0263
2020-05-18	2020-03-31	13F	YUM BRANDS	COM	988498101	7,104	2,863	67.51	487	14.05	0.0238
2020-02-14	2019-12-31	13F	YUM BRANDS	COM	988498101	4,241	113	2.74	427	-8.76	0.0176
2019-11-18	2019-09-30	13F	YUM BRANDS	COM	988498101	4,128	43	1.05	468	3.54	0.0232
2019-08-27	2019-06-30	13F	YUM BRANDS	COM	988498101	4,085	12	0.29	452	11.06	0.0282
2019-05-20	2019-03-31	13F	YUM BRANDS	COM	988498101	4,073	-189	-4.43	407	3.83	0.0391
2019-02-15	2018-12-31	13F	YUM BRANDS	COM	988498101	4,262	53	1.26	392	2.35	0.0302
2018-11-15	2018-09-30	13F	YUM BRANDS	COM	988498101	4,209	199	4.96	383	21.97	0.0299
2018-08-14	2018-06-30	13F	YUM BRANDS	COM	988498101	4,010	316	8.55	314	0.00	0.0296
2018-05-15	2018-03-31	13F	YUM BRANDS	COM	988498101	3,694	189	5.39	314	9.79	0.0303
2018-02-15	2017-12-31	13F	YUM BRANDS	COM	988498101	3,505	-30	-0.85	286	10.00	0.0302
2017-11-15	2017-09-30	13F	YUM BRANDS	COM	988498101	3,535	-31	-0.87	260	-1.14	0.0300
2017-08-17	2017-06-30	13F	YUM BRANDS	COM	988498101	3,566	-879	-19.78	263	-7.39	0.0322
2017-05-15	2017-03-31	13F	YUM BRANDS	COM	988498101	4,445	9	0.20	284	2.90	0.0392
2017-02-15	2016-12-31	13F	YUM BRANDS	COM	988498101	4,436	-70	-1.55	276	-32.52	0.0403
2016-11-14	2016-09-30	13F	YUM BRANDS	COM	988498101	4,506	70	1.58	409	11.14	0.0639
2016-08-15	2016-06-30	13F	YUM BRANDS	COM	988498101	4,436	920	26.17	368	27.78	0.0586
2016-05-16	2016-03-31	13F	YUM BRANDS	COM	988498101	3,516	3,516		288		0.0442

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.