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Caldwell Sutter Capital’s Yum! Brands YUM Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-139
Closed -$18.2K – 979
2023
Q4 		$18.2K Hold
139
– – 0.01% 475
2023
Q3 		$17.4K Hold
139
– – 0.01% 463
2023
Q2 		$19.3K Buy
+139
New +$18.8K 0.01% 447

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Caldwell Sutter Capital's YUM Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 139 shares — an estimated $18.2K sold.

Caldwell Sutter Capital first reported a position in YUM in Q2 2023 and held it in 3 quarters. The position peaked at $19.3K in Q2 2023. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 139 Yum! Brands shares in Q1 2024, an estimated $18.2K.
  • Caldwell Sutter Capital first reported a position in Yum! Brands in Q2 2023 and held it in 3 quarters.
  • Caldwell Sutter Capital's Yum! Brands position peaked at $19.3K in Q2 2023.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.