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Arete Wealth Advisors’s Yum! Brands YUM Stock Holding History

Arete Wealth Advisors’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 		– Sell
-2,027
Closed -$281K – 752
2023
Q2 		$281K Buy
2,027
+50
+3% +$6.78K 0.02% 512
2023
Q1 		$261K Sell
1,977
-143
-7% -$18.4K 0.02% 511
2022
Q4 		$272M Buy
2,120
+41
+2% +$4.97K 0.02% 483
2022
Q3 		$221K Buy
+2,079
New +$241K 0.02% 496
2022
Q1 		– Sell
-1,465
Closed -$202K – 559
2021
Q4 		$202K Buy
+1,465
New +$187K 0.02% 480

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Arete Wealth Advisors's YUM Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 2,027 shares — an estimated $281K sold.

Arete Wealth Advisors first reported a position in YUM in Q4 2021 and held it in 5 quarters. The position peaked at $272M in Q4 2022. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Arete Wealth Advisors reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,027 Yum! Brands shares in Q3 2023, an estimated $281K.
  • Arete Wealth Advisors first reported a position in Yum! Brands in Q4 2021 and held it in 5 quarters.
  • Arete Wealth Advisors's Yum! Brands position peaked at $272M in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.