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

Cahaba 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
Q4 		– Sell
-2,273
Closed -$284K – 147
2023
Q3 		$284K Buy
2,273
+11
+0.5% +$1.45K 0.03% 110
2023
Q2 		$313K Buy
+2,262
New +$307K 0.03% 105

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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Cahaba Wealth Management's YUM Position: Q4 2023 in Review

Cahaba Wealth Management sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 2,273 shares — an estimated $284K sold.

Cahaba Wealth Management first reported a position in YUM in Q2 2023 and held it in 2 quarters. The position peaked at $313K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Cahaba Wealth Management reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • Cahaba Wealth Management sold 2,273 Yum! Brands shares in Q4 2023, an estimated $284K.
  • Cahaba Wealth Management first reported a position in Yum! Brands in Q2 2023 and held it in 2 quarters.
  • Cahaba Wealth Management's Yum! Brands position peaked at $313K in Q2 2023.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Cahaba Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.