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

Calamos 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
2024
Q2 		– Sell
-1,612
Closed -$224K – 336
2024
Q1 		$224K Sell
1,612
-80
-5% -$10.7K 0.01% 277
2023
Q4 		$221K Buy
1,692
+80
+5% +$9.98K 0.01% 271
2023
Q3 		$201K Buy
+1,612
New +$212K 0.02% 299
2022
Q2 		– Sell
-1,888
Closed -$224K – 345
2022
Q1 		$224K Buy
+1,888
New +$233K 0.02% 311

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calamos Wealth Management's YUM Position: Q2 2024 in Review

Calamos Wealth Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 1,612 shares — an estimated $224K sold.

Calamos Wealth Management first reported a position in YUM in Q1 2022 and held it in 4 quarters. The position peaked at $224K in Q1 2022. 1,207 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Calamos Wealth Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Calamos Wealth Management sold 1,612 Yum! Brands shares in Q2 2024, an estimated $224K.
  • Calamos Wealth Management first reported a position in Yum! Brands in Q1 2022 and held it in 4 quarters.
  • Calamos Wealth Management's Yum! Brands position peaked at $224K in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Calamos Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.