Baldwin Wealth Partners’s Yum! Brands YUM Stock Holding History

Baldwin Wealth Partners’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	-521	Closed	-$72.8K	–	1062
2024 Q3	$72.8K	Buy	+521	New	+$69.3K	0.01%	467
2020 Q1	–	Sell	-800	Closed	-$81K	–	574
2019 Q4	$81K	Hold	800	–	–	0.01%	262
2019 Q3	$91K	Hold	800	–	–	0.01%	239
2019 Q2	$89K	Hold	800	–	–	0.01%	253
2019 Q1	$80K	Buy	+800	New	+$75.8K	0.01%	260
2017 Q1	–	Sell	-200	Closed	-$13K	–	547
2016 Q4	$13K	Sell	200 -78	-28%	-$4.9K	﹤0.01%	414
2016 Q3	$18K	Hold	278	–	–	﹤0.01%	393
2016 Q2	$17K	Hold	278	–	–	﹤0.01%	355
2016 Q1	$16K	Buy	+278	New	+$14.6K	﹤0.01%	377

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Baldwin Wealth Partners's YUM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 521 shares — an estimated $72.8K sold.

Baldwin Wealth Partners first reported a position in YUM in Q1 2016 and held it in 9 quarters. The position peaked at $91K in Q3 2019. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

Baldwin Wealth Partners reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 521 Yum! Brands shares in Q4 2024, an estimated $72.8K.
Baldwin Wealth Partners first reported a position in Yum! Brands in Q1 2016 and held it in 9 quarters.
Baldwin Wealth Partners's Yum! Brands position peaked at $91K in Q3 2019.
1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.