Atria Wealth Solutions’s Yum! Brands YUM Stock Holding History

Atria Wealth Solutions’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	$1.17M	Sell	7,907 -3,906	-33%	-$570K	0.03%	584
2025 Q1	$1.86M	Buy	11,813 +1,300	+12%	+$187K	0.02%	663
2024 Q4	$1.41M	Sell	10,513 -5,623	-35%	-$761K	0.02%	783
2024 Q3	$2.25M	Sell	16,136 -38,293	-70%	-$5.09M	0.02%	591
2024 Q2	$7.21M	Sell	54,429 -431	-0.8%	-$59.3K	0.08%	254
2024 Q1	$7.61M	Buy	54,860 +167	+0.3%	+$22.3K	0.09%	248
2023 Q4	$7.15M	Sell	54,693 -380	-0.7%	-$47.4K	0.09%	230
2023 Q3	$6.88M	Buy	55,073 +2,239	+4%	+$295K	0.1%	216
2023 Q2	$7.32M	Buy	52,834 +520	+1%	+$70.5K	0.1%	200
2023 Q1	$6.91M	Buy	52,314 +82	+0.2%	+$10.6K	0.1%	194
2022 Q4	$6.69M	Buy	52,232 +1,635	+3%	+$198K	0.11%	203
2022 Q3	$5.38M	Buy	50,597 +48,660	+2,512%	+$5.65M	0.09%	220
2022 Q2	$220K	Sell	1,937 -50,239	-96%	-$5.84M	﹤0.01%	1403
2022 Q1	$6.18M	Buy	+52,176	New	+$6.43M	0.1%	212

Other funds holding YUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM