Brandywine Oak Private Wealth’s Yum! Brands YUM Stock Holding History

Brandywine Oak Private Wealth’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 Q3	–	Sell	-1,480	Closed	-$205K	–	243
2023 Q2	$205K	Buy	+1,480	New	+$201K	0.02%	237
2022 Q4	–	Sell	-2,039	Closed	-$216K	–	301
2022 Q3	$216K	Sell	2,039 -71	-3%	-$8.24K	0.03%	275
2022 Q2	$239K	Sell	2,110 -35	-2%	-$4.07K	0.03%	281
2022 Q1	$254K	Sell	2,145 -2	-0.1%	-$246	0.03%	293
2021 Q4	$298K	Sell	2,147 -27	-1%	-$3.45K	0.03%	250
2021 Q3	$266K	Sell	2,174 -67	-3%	-$8.5K	0.03%	277
2021 Q2	$257K	Buy	2,241 +52	+2%	+$6.13K	0.03%	272
2021 Q1	$236K	Sell	2,189 -62	-3%	-$6.56K	0.03%	248
2020 Q4	$244K	Sell	2,251 -40	-2%	-$4.08K	0.04%	236
2020 Q3	$209K	Buy	+2,291	New	+$211K	0.03%	251
2019 Q1	–	Sell	-302	Closed	-$27K	–	654
2018 Q4	$27K	Buy	+302	New	+$27K	0.01%	422

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brandywine Oak Private Wealth's YUM Position: Q3 2023 in Review

Brandywine Oak Private Wealth sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 1,480 shares — an estimated $205K sold.

Brandywine Oak Private Wealth first reported a position in YUM in Q4 2018 and held it in 11 quarters. The position peaked at $298K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Brandywine Oak Private Wealth reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,480 Yum! Brands shares in Q3 2023, an estimated $205K.
Brandywine Oak Private Wealth first reported a position in Yum! Brands in Q4 2018 and held it in 11 quarters.
Brandywine Oak Private Wealth's Yum! Brands position peaked at $298K in Q4 2021.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.