Advisor Partners II’s Yum! Brands YUM Stock Holding History

Advisor Partners II’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
2023 Q3	$2.24M	Buy	17,955 +1,362	+8%	+$179K	0.09%	245
2023 Q2	$2.3M	Buy	16,593 +281	+2%	+$38.1K	0.11%	184
2023 Q1	$2.15M	Buy	16,312 +768	+5%	+$98.8K	0.12%	173
2022 Q4	$1.99M	Buy	15,544 +141	+0.9%	+$17.1K	0.12%	184
2022 Q3	$1.64M	Buy	+15,403	New	+$1.79M	0.12%	171

Other funds holding YUM

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisor Partners II's YUM Position: Q3 2023 in Review

Advisor Partners II increased its Yum! Brands (YUM) stake by 8.2% in Q3 2023, buying an estimated $179K and bringing the position to 17,955 shares worth $2.24M. The position accounts for 0.09% of the portfolio, ranked #245.

Advisor Partners II first reported a position in YUM in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.3M in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Advisor Partners II held 17,955 shares of Yum! Brands worth $2.24M as of Q3 2023.
Advisor Partners II bought 1,362 Yum! Brands shares in Q3 2023, an estimated $179K.
Yum! Brands made up 0.09% of Advisor Partners II's portfolio in Q3 2023, its #245 holding.
Advisor Partners II first reported a position in Yum! Brands in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Yum! Brands position peaked at $2.3M in Q2 2023.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.