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Alta Advisers’s Yum! Brands YUM Stock Holding History

Alta Advisers’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
2025
Q2 		– Sell
-1,280
Closed -$201K – 253
2025
Q1 		$201K Buy
+1,280
New +$184K 0.09% 227
2024
Q4 		– Sell
-800
Closed -$112K – 409
2024
Q3 		$112K Hold
800
– – 0.05% 269
2024
Q2 		$106K Hold
800
– – 0.05% 255
2024
Q1 		$111K Hold
800
– – 0.06% 253
2023
Q4 		$105K Hold
800
– – 0.06% 245
2023
Q3 		$100K Hold
800
– – 0.06% 241
2023
Q2 		$111K Hold
800
– – 0.06% 219
2023
Q1 		$106K Hold
800
– – 0.06% 218
2022
Q4 		$102K Hold
800
– – 0.06% 220
2022
Q3 		$85K Buy
+800
New +$92.9K 0.05% 239

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM