BDO Wealth Advisors’s Yum! Brands YUM Stock Holding History

BDO Wealth 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
2023 Q2	$33.3K	Buy	240 +60	+33%	+$8.13K	﹤0.01%	493
2023 Q1	$23.8K	Sell	180 -50	-22%	-$6.43K	﹤0.01%	559
2022 Q4	$29.5K	Hold	230	–	–	﹤0.01%	502
2022 Q3	$24K	Hold	230	–	–	﹤0.01%	536
2022 Q2	$26K	Sell	230 -28	-11%	-$3.25K	﹤0.01%	517
2022 Q1	$31K	Hold	258	–	–	﹤0.01%	522
2021 Q4	$36K	Buy	258 +100	+63%	+$12.8K	﹤0.01%	507
2021 Q3	$19K	Hold	158	–	–	﹤0.01%	629
2021 Q2	$18K	Hold	158	–	–	﹤0.01%	656
2021 Q1	$17K	Hold	158	–	–	﹤0.01%	643
2020 Q4	$17K	Hold	158	–	–	﹤0.01%	481
2020 Q3	$14K	Sell	158 -58	-27%	-$5.35K	﹤0.01%	461
2020 Q2	$19K	Hold	216	–	–	﹤0.01%	436
2020 Q1	$15K	Buy	216 +86	+66%	+$8.02K	﹤0.01%	500
2019 Q4	$13K	Hold	130	–	–	﹤0.01%	419
2019 Q3	$15K	Hold	130	–	–	﹤0.01%	427
2019 Q2	$14K	Hold	130	–	–	﹤0.01%	421
2019 Q1	$13K	Hold	130	–	–	﹤0.01%	413
2018 Q4	$12K	Sell	130 -100	-43%	-$8.94K	﹤0.01%	398
2018 Q3	$21K	Sell	230 -57	-20%	-$4.76K	0.01%	380
2018 Q2	$22K	Buy	287 +231	+413%	+$19.3K	0.01%	378
2018 Q1	$5K	Buy	+56	New	+$4.59K	﹤0.01%	446
2017 Q3	–	Sell	-56	Closed	-$4K	–	559
2017 Q2	$4K	Buy	+56	New	+$3.9K	﹤0.01%	454

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BDO Wealth Advisors's YUM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Yum! Brands (YUM) stake by 33% in Q2 2023, buying an estimated $8.13K and bringing the position to 240 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

BDO Wealth Advisors first reported a position in YUM in Q2 2017 and has held it in 23 quarters since. The position peaked at $36K in Q4 2021. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

BDO Wealth Advisors held 240 shares of Yum! Brands worth $33.3K as of Q2 2023.
BDO Wealth Advisors bought 60 Yum! Brands shares in Q2 2023, an estimated $8.13K.
Yum! Brands made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #493 holding.
BDO Wealth Advisors first reported a position in Yum! Brands in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Yum! Brands position peaked at $36K in Q4 2021.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.