BOSSRA
YUM icon

B.O.S.S. Retirement Advisors’s Yum! Brands YUM Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-26,826
Closed -$3.75M – 303
2024
Q3 		$3.75M Buy
26,826
+3,301
+14% +$439K 0.75% 39
2024
Q2 		$3.12M Buy
23,525
+7,324
+45% +$1.01M 0.8% 41
2024
Q1 		$2.12M Sell
16,201
-253
-2% -$33.8K 0.81% 44
2023
Q4 		$2.15M Buy
16,454
+1,135
+7% +$142K 0.42% 73
2023
Q3 		$1.91M Buy
15,319
+2,022
+15% +$266K 0.41% 78
2023
Q2 		$1.84M Buy
+13,297
New +$1.8M 0.39% 88

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

B.O.S.S. Retirement Advisors's YUM Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 26,826 shares — an estimated $3.75M sold.

B.O.S.S. Retirement Advisors first reported a position in YUM in Q2 2023 and held it in 6 quarters. The position peaked at $3.75M in Q3 2024. 1,261 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 26,826 Yum! Brands shares in Q4 2024, an estimated $3.75M.
  • B.O.S.S. Retirement Advisors first reported a position in Yum! Brands in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's Yum! Brands position peaked at $3.75M in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.