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Baystate Wealth Management’s Yum! Brands YUM Stock Holding History

Baystate Wealth 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
Q4 		$169K Sell
1,293
-10
-0.8% -$1.25K 0.01% 214
2023
Q3 		$163K Sell
1,303
-54
-4% -$7.1K 0.01% 210
2023
Q2 		$188K Buy
1,357
+1
+0.1% +$136 0.02% 192
2023
Q1 		$179K Buy
1,356
+54
+4% +$6.95K 0.02% 188
2022
Q4 		$167K Buy
1,302
+1
+0.1% +$121 0.02% 201
2022
Q3 		$138K Hold
1,301
– – 0.01% 201
2022
Q2 		$148K Buy
1,301
+1
+0.1% +$116 0.01% 201
2022
Q1 		$154K Hold
1,300
– – 0.01% 196
2021
Q4 		$181K Hold
1,300
– – 0.02% 187
2021
Q3 		$159K Buy
1,300
+1
+0.1% +$127 0.02% 168
2021
Q2 		$150K Hold
1,299
– – 0.01% 171
2021
Q1 		$141K Hold
1,299
– – 0.01% 164
2020
Q4 		$141K Hold
1,299
– – 0.02% 145
2020
Q3 		$119K Buy
1,299
+1
+0.1% +$92 0.01% 143
2020
Q2 		$113K Sell
1,298
-400
-24% -$34.2K 0.01% 147
2020
Q1 		$116K Hold
1,698
– – 0.02% 136
2019
Q4 		$171K Buy
1,698
+1
+0.1% +$104 0.02% 124
2019
Q3 		$193K Buy
1,697
+1
+0.1% +$114 0.03% 110
2019
Q2 		$186K Hold
1,696
– – 0.02% 110
2019
Q1 		$175K Hold
1,696
– – 0.02% 112
2018
Q4 		$157K Buy
1,696
+340
+25% +$30.4K 0.02% 111
2018
Q3 		$121K Buy
1,356
+5
+0.4% +$417 0.02% 114
2018
Q2 		$106K Buy
1,351
+66
+5% +$5.51K 0.02% 124
2018
Q1 		$110K Sell
1,285
-41
-3% -$3.36K 0.02% 120
2017
Q4 		$113K Hold
1,326
– – 0.02% 118
2017
Q3 		$101K Buy
1,326
+111
+9% +$8.35K 0.02% 119
2017
Q2 		$89K Buy
1,215
+5
+0.4% +$348 0.02% 123
2017
Q1 		$77K Buy
1,210
+1,100
+1,000% +$71.6K 0.01% 141
2016
Q4 		$7K Buy
+110
New +$6.91K ﹤0.01% 338

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Baystate Wealth Management's YUM Position: Q4 2023 in Review

Baystate Wealth Management reduced its Yum! Brands (YUM) stake by 0.77% in Q4 2023, selling an estimated $1.25K and leaving 1,293 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #214.

Baystate Wealth Management first reported a position in YUM in Q4 2016 and has held it in 29 quarters since. The position peaked at $193K in Q3 2019. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Baystate Wealth Management held 1,293 shares of Yum! Brands worth $169K as of Q4 2023.
  • Baystate Wealth Management sold 10 Yum! Brands shares in Q4 2023, an estimated $1.25K.
  • Yum! Brands made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #214 holding.
  • Baystate Wealth Management first reported a position in Yum! Brands in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Yum! Brands position peaked at $193K in Q3 2019.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.