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

BerganKDV 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 Q2	$614K	Hold	4,433	–	–	0.06%	159
2023 Q1	$586K	Buy	4,433 +1,940	+78%	+$250K	0.06%	160
2022 Q4	$319K	Sell	2,493 -18	-0.7%	-$2.18K	0.03%	199
2022 Q3	$267K	Sell	2,511 -4,715	-65%	-$547K	0.03%	211
2022 Q2	$820K	Hold	7,226	–	–	0.09%	135
2022 Q1	$856K	Sell	7,226 -9	-0.1%	-$1.11K	0.09%	134
2021 Q4	$1M	Buy	7,235 +9	+0.1%	+$1.15K	0.1%	128
2021 Q3	$884K	Hold	7,226	–	–	0.1%	130
2021 Q2	$831K	Hold	7,226	–	–	0.1%	128
2021 Q1	$782K	Hold	7,226	–	–	0.1%	130
2020 Q4	$784K	Buy	7,226 +10	+0.1%	+$1.02K	0.11%	118
2020 Q3	$659K	Sell	7,216 -54	-0.7%	-$4.98K	0.1%	128
2020 Q2	$632K	Buy	7,270 +70	+1%	+$5.98K	0.11%	126
2020 Q1	$493K	Hold	7,200	–	–	0.1%	131
2019 Q4	$725K	Hold	7,200	–	–	0.13%	121
2019 Q3	$817K	Hold	7,200	–	–	0.16%	102
2019 Q2	$797K	Hold	7,200	–	–	0.16%	105
2019 Q1	$719K	Hold	7,200	–	–	0.15%	108
2018 Q4	$662K	Hold	7,200	–	–	0.15%	104
2018 Q3	$655K	Hold	7,200	–	–	0.14%	113
2018 Q2	$563K	Hold	7,200	–	–	0.13%	119
2018 Q1	$613K	Hold	7,200	–	–	0.17%	107
2017 Q4	$588K	Hold	7,200	–	–	0.14%	118
2017 Q3	$530K	Hold	7,200	–	–	0.13%	120
2017 Q2	$531K	Hold	7,200	–	–	0.15%	116
2017 Q1	$460K	Hold	7,200	–	–	0.14%	118
2016 Q4	$456K	Sell	7,200 -2,815	-28%	-$177K	0.15%	120
2016 Q3	$654K	Hold	10,015	–	–	0.23%	90
2016 Q2	$597K	Hold	10,015	–	–	0.26%	87
2016 Q1	$589K	Buy	+10,015	New	+$525K	0.35%	73

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

BerganKDV Wealth Management's YUM Position: Q2 2023 in Review

BerganKDV Wealth Management held its Yum! Brands (YUM) position steady in Q2 2023 at 4,433 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #159.

BerganKDV Wealth Management first reported a position in YUM in Q1 2016 and has held it in 30 quarters since. The position peaked at $1M in Q4 2021. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

BerganKDV Wealth Management held 4,433 shares of Yum! Brands worth $614K as of Q2 2023.
BerganKDV Wealth Management left its Yum! Brands share count unchanged in Q2 2023.
Yum! Brands made up 0.06% of BerganKDV Wealth Management's portfolio in Q2 2023, its #159 holding.
BerganKDV Wealth Management first reported a position in Yum! Brands in Q1 2016 and has held it in 30 quarters since.
BerganKDV Wealth Management's Yum! Brands position peaked at $1M in Q4 2021.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.