William Von Mueffling's Cantillon Capital Management significantly reduced its investment in Yum Brands (YUM), cutting its holdings by 95.4%.
This trade was disclosed in a quarterly 13F filing with the SEC, which reflects portfolio changes as of June 30, 2026. The filing, made public on July 29, revealed the fund sold over 1.7 million shares, reducing the position's value from $281.70 million to $13.34 million. The sale was part of a broader portfolio shift for Cantillon, which also saw substantial reductions in other major holdings during the same period. No specific commentary from the firm on the reason for the sale was publicly available.