9258 Wealth Management’s Yum! Brands YUM Stock Holding History

9258 Wealth Management’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,572	Closed	-$218K	–	355
2024 Q1	$218K	Hold	1,572	–	–	0.03%	318
2023 Q4	$205K	Buy	+1,572	New	+$196K	0.04%	302
2023 Q3	–	Sell	-1,589	Closed	-$220K	–	330
2023 Q2	$220K	Buy	+1,589	New	+$215K	0.04%	296
2022 Q2	–	Sell	-1,724	Closed	-$204K	–	363
2022 Q1	$204K	Buy	1,724 +219	+15%	+$27K	0.05%	337
2021 Q4	$209K	Buy	+1,505	New	+$192K	0.05%	344

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's YUM Position: Q2 2024 in Review

9258 Wealth Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 1,572 shares — an estimated $218K sold.

9258 Wealth Management first reported a position in YUM in Q4 2021 and held it in 5 quarters. The position peaked at $220K in Q2 2023. 1,205 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

9258 Wealth Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
9258 Wealth Management sold 1,572 Yum! Brands shares in Q2 2024, an estimated $218K.
9258 Wealth Management first reported a position in Yum! Brands in Q4 2021 and held it in 5 quarters.
9258 Wealth Management's Yum! Brands position peaked at $220K in Q2 2023.
1,205 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.