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Beacon Investment Advisory Services’s Yum! Brands YUM Stock Holding History

Beacon Investment Advisory Services’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
Q1 		– Sell
-2,600
Closed -$340K – 280
2023
Q4 		$340K Hold
2,600
– – 0.02% 216
2023
Q3 		$325K Hold
2,600
– – 0.02% 224
2023
Q2 		$360K Hold
2,600
– – 0.02% 221
2023
Q1 		$343K Hold
2,600
– – 0.02% 217
2022
Q4 		$333K Hold
2,600
– – 0.02% 219
2022
Q3 		$276K Hold
2,600
– – 0.02% 240
2022
Q2 		$295K Hold
2,600
– – 0.02% 237
2022
Q1 		$308K Hold
2,600
– – 0.01% 248
2021
Q4 		$361K Hold
2,600
– – 0.01% 241
2021
Q3 		$318K Hold
2,600
– – 0.01% 249
2021
Q2 		$299K Sell
2,600
-360
-12% -$42.4K 0.01% 263
2021
Q1 		$320K Sell
2,960
-1,000
-25% -$106K 0.01% 246
2020
Q4 		$430K Sell
3,960
-178
-4% -$18.2K 0.02% 195
2020
Q3 		$378K Buy
4,138
+178
+4% +$16.4K 0.02% 188
2020
Q2 		$344K Hold
3,960
– – 0.02% 187
2020
Q1 		$271K Hold
3,960
– – 0.02% 203
2019
Q4 		$399K Sell
3,960
-1,000
-20% -$104K 0.02% 197
2019
Q3 		$563K Sell
4,960
-80
-2% -$9.14K 0.06% 145
2019
Q2 		$558K Buy
5,040
+600
+14% +$62.3K 0.06% 129
2019
Q1 		$443K Sell
4,440
-636
-13% -$60.2K 0.05% 155
2018
Q4 		$467K Sell
5,076
-740
-13% -$66.2K 0.05% 157
2018
Q3 		$529K Sell
5,816
-536
-8% -$44.7K 0.05% 155
2018
Q2 		$497K Hold
6,352
– – 0.05% 158
2018
Q1 		$541K Sell
6,352
-1,271
-17% -$104K 0.06% 154
2017
Q4 		$622K Sell
7,623
-568
-7% -$44.9K 0.07% 137
2017
Q3 		$603K Buy
+8,191
New +$616K 0.05% 166

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Beacon Investment Advisory Services's YUM Position: Q1 2024 in Review

Beacon Investment Advisory Services sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 2,600 shares — an estimated $340K sold.

Beacon Investment Advisory Services first reported a position in YUM in Q3 2017 and held it in 26 quarters. The position peaked at $622K in Q4 2017. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Beacon Investment Advisory Services reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 2,600 Yum! Brands shares in Q1 2024, an estimated $340K.
  • Beacon Investment Advisory Services first reported a position in Yum! Brands in Q3 2017 and held it in 26 quarters.
  • Beacon Investment Advisory Services's Yum! Brands position peaked at $622K in Q4 2017.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2024, filed 9 May 2024.