Baldrige Asset Management’s Yum! Brands YUM Stock Holding History

Baldrige Asset Management’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	$30K	Hold	227	–	–	0.01%	203
2022 Q4	$29K	Hold	227	–	–	0.01%	197
2022 Q3	$24K	Hold	227	–	–	0.01%	199
2022 Q2	$26K	Hold	227	–	–	0.01%	198
2022 Q1	$27K	Hold	227	–	–	0.01%	213
2021 Q4	$32K	Hold	227	–	–	0.01%	198
2021 Q3	$28K	Hold	227	–	–	0.01%	210
2021 Q2	$26K	Buy	+227	New	+$26.8K	0.01%	219

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

Baldrige Asset Management's YUM Position: Q1 2023 in Review

Baldrige Asset Management held its Yum! Brands (YUM) position steady in Q1 2023 at 227 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #203.

Baldrige Asset Management first reported a position in YUM in Q2 2021 and has held it in 8 quarters since. The position peaked at $32K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

Baldrige Asset Management held 227 shares of Yum! Brands worth $30K as of Q1 2023.
Baldrige Asset Management left its Yum! Brands share count unchanged in Q1 2023.
Yum! Brands made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #203 holding.
Baldrige Asset Management first reported a position in Yum! Brands in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Yum! Brands position peaked at $32K in Q4 2021.
1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.