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Capstone Financial Advisors’s Yum! Brands YUM Stock Holding History

Capstone Financial Advisors’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
-2,338
Closed -$324K – 162
2024
Q1 		$324K Hold
2,338
– – 0.02% 110
2023
Q4 		$305K Hold
2,338
– – 0.02% 107
2023
Q3 		$292K Hold
2,338
– – 0.02% 104
2023
Q2 		$324K Buy
2,338
+184
+9% +$24.9K 0.02% 99
2023
Q1 		$285K Hold
2,154
– – 0.02% 104
2022
Q4 		$276K Sell
2,154
-84
-4% -$10.2K 0.02% 103
2022
Q3 		$238K Buy
+2,238
New +$260K 0.02% 107

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

Capstone Financial Advisors's YUM Position: Q2 2024 in Review

Capstone Financial Advisors sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 2,338 shares — an estimated $324K sold.

Capstone Financial Advisors first reported a position in YUM in Q3 2022 and held it in 7 quarters. The position peaked at $324K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Capstone Financial Advisors reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,338 Yum! Brands shares in Q2 2024, an estimated $324K.
  • Capstone Financial Advisors first reported a position in Yum! Brands in Q3 2022 and held it in 7 quarters.
  • Capstone Financial Advisors's Yum! Brands position peaked at $324K in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Capstone Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.