BAG
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Briggs Advisory Group’s Yum! Brands YUM Stock Holding History

Briggs Advisory Group’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 		$328K Hold
2,625
– – 0.19% 48
2023
Q2 		$364K Hold
2,625
– – 0.2% 45
2023
Q1 		$347K Hold
2,625
– – 0.21% 48
2022
Q4 		$336K Hold
2,625
– – 0.21% 47
2022
Q3 		$279K Hold
2,625
– – 0.21% 46
2022
Q2 		$298K Hold
2,625
– – 0.22% 43
2022
Q1 		$311K Hold
2,625
– – 0.21% 44
2021
Q4 		$365K Buy
+2,625
New +$336K 0.25% 41

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Briggs Advisory Group's YUM Position: Q3 2023 in Review

Briggs Advisory Group held its Yum! Brands (YUM) position steady in Q3 2023 at 2,625 shares worth $328K. The position accounts for 0.19% of the portfolio, ranked #48.

Briggs Advisory Group first reported a position in YUM in Q4 2021 and has held it in 8 quarters since. The position peaked at $365K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Briggs Advisory Group held 2,625 shares of Yum! Brands worth $328K as of Q3 2023.
  • Briggs Advisory Group left its Yum! Brands share count unchanged in Q3 2023.
  • Yum! Brands made up 0.19% of Briggs Advisory Group's portfolio in Q3 2023, its #48 holding.
  • Briggs Advisory Group first reported a position in Yum! Brands in Q4 2021 and has held it in 8 quarters since.
  • Briggs Advisory Group's Yum! Brands position peaked at $365K in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.