Ahrens Investment Partners’s Yum! Brands YUM Stock Holding History

Ahrens Investment Partners’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 Q1	$197K	Buy	+1,493	New	+$192K	0.1%	145
2022 Q3	–	Sell	-1,493	Closed	-$169K	–	945
2022 Q2	$169K	Hold	1,493	–	–	0.07%	172
2022 Q1	$177K	Hold	1,493	–	–	0.06%	197
2021 Q4	$207K	Buy	+1,493	New	+$191K	0.09%	179
2021 Q1	–	Sell	-2,243	Closed	-$243K	–	234
2020 Q4	$243K	Buy	+2,243	New	+$229K	0.13%	147
2020 Q2	–	Sell	-3,057	Closed	-$210K	–	177
2020 Q1	$210K	Buy	+3,057	New	+$285K	0.15%	108

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

SGA

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

Ahrens Investment Partners's YUM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Yum! Brands (YUM) in Q1 2023: 1,493 shares worth $197K. The stake represents 0.1% of the portfolio and ranks #145 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in YUM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in YUM in Q1 2020 and has held it in 6 quarters since. The position peaked at $243K in Q4 2020. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

Ahrens Investment Partners held 1,493 shares of Yum! Brands worth $197K as of Q1 2023.
Yum! Brands was a new Ahrens Investment Partners position in Q1 2023.
Yum! Brands made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #145 holding.
Ahrens Investment Partners first reported a position in Yum! Brands in Q1 2020 and has held it in 6 quarters since.
Ahrens Investment Partners's Yum! Brands position peaked at $243K in Q4 2020.
1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.