William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
Holdings Activity Buys Sells    History
Holding/activity history for  Yum! Brands, Inc. (YUM)
← All YUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,811,796 1.87 Reduce 11.87% 0.20 $148.24–169.39 · VW $159.12i $281,698,042 SEC
2025   Q4 2,055,883 1.68 Add 0.77% 0.01 $137.33–157.78 · VW $147.63i $311,013,980 SEC
2025   Q3 2,040,234 1.71 Reduce 1.11% 0.02 $139.06–155.05 · VW $147.67i $310,115,568 SEC
2025   Q2 2,063,179 1.77 Add 13.08% 0.20 $137.97–161.81 · VW $147.51i $305,721,864 SEC
2025   Q1 1,824,564 1.86 Reduce 2.97% 0.05 $122.13–163.30 · VW $145.52i $287,113,391 SEC
2024   Q4 1,880,379 1.52 Add 31.68% 0.37 $130.14–140.14 · VW $135.25i $252,271,647 SEC
2024   Q3 1,428,040 1.22 Add 3.76% 0.04 $124.76–141.48 · VW $134.25i $199,511,468 SEC
2024   Q2 1,376,350 1.22 Reduce 4.90% 0.06 $131.27–143.20 · VW $137.63i $182,311,321 SEC
2024   Q1 1,447,300 1.26 Buy 1.26 $125.74–141.64 · VW $134.55i $200,668,145 SEC
Price snapshot:
Current price$161.68
Avg. buy price$138.92
+/- since buy16.39%
52-week low$135.39
52-week high$170.14