What Does the Pizza Hut Sale Mean for Yum! Brands (YUM)?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Citadel Investment Group Ken Griffin | 2,093,797 | $334,714,388 | -27% | 0.04% |
| 2. | Point72 Asset Management Steve Cohen | 1,309,739 | $209,374,877 | -17% | 0.23% |
| 3. | Ilex Capital Partners Jonas Diedrich And David Sutton | 1,016,155 | $162,442,538 | 3.33% | |
| 4. | Alyeska Investment Group Anand Parekh | 602,050 | $96,243,713 | -65% | 0.25% |
| 5. | Fundsmith LLP Terry Smith | 556,107 | $88,899,265 | 0.65% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $94.22 | 800 | $75,376.00 | 2,652 | 2019-02-08 | Filing | |
| $94.21 | 100 | $9,421.00 | 1,852 | 2019-02-08 | Filing | |
| $94.23 | 1,752 | $165,090.96 | 1,752 | 2019-02-08 | Filing | |
| $77.97 | 8,170 | $637,053.30 | 303,834 | 2015-08-25 | Filing | |
| $69.18 | 10,000 | $691,818.00 | 10,000 | 2014-12-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $153.64 | 268 | $41,175.52 | 0 | 2026-09-01 | Filing | |
| $153.64 | 261 | $40,100.04 | 63,510 | 2026-09-01 | Filing | |
| $158.00 | 3,494 | $552,052.00 | 3 | 2026-08-24 | Filing | |
| $153.15 | 7,961 | $1,219,227.15 | 11,960 | 2026-08-03 | Filing | |
| $153.15 | 268 | $41,044.20 | 0 | 2026-08-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,190,487 | $4,186,811,243 | 0.06% | |
| 2. | 20,017,649 | $3,167,592,824 | 0.18% | |
| 3. | 18,000,462 | $2,877,553,856 | 0.06% | |
| 4. | 16,961,198 | $2,710,830,741 | 0.56% | |
| 5. | 13,996,754 | $2,237,521,095 | 0.1% |