# Yum! Brands (YUM): value investors who own it | moatshark

3 value investors held Yum! Brands in their Q3 2026 13F, led by Cantillon Capital Management, Fundsmith, Markel Group.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Cantillon Capital Management | 2.0% | $13.3m | Trimmed -95% | 10 |
| Fundsmith | 0.7% | $88.9m | New | 1 |
| Markel Group | 0.3% | $39.2m | Unchanged | 10 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-07 | Turner Christopher Lee | Chief Executive Officer | Sold | 285 | $40k |
| 2026-10-01 | Mezvinsky Scott | KFC Division CEO | Sold | 241 | $33k |
| 2026-09-01 | Mezvinsky Scott | KFC Division CEO | Sold | 268 | $41k |
| 2026-09-01 | Turner Christopher Lee | Chief Executive Officer | Sold | 261 | $40k |
| 2026-08-24 | Skeans Tracy L | COO and CPO | Sold | 3494 | $552k |
| 2026-08-03 | Russell David Eric | Sr. Vice President, Controller | Sold | 7961 | $1.2m |
| 2026-08-03 | Mezvinsky Scott | KFC Division CEO | Sold | 268 | $41k |
| 2026-08-03 | Turner Christopher Lee | Chief Executive Officer | Sold | 261 | $40k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Fundsmith Equity ETF | Fundsmith | 4.1% | $318k | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/yum). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.