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Carmel Capital Partners’s Yum! Brands YUM Stock Holding History

Carmel Capital Partners’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
-40
Closed -$5K – 730
2023
Q3 		$5K Hold
40
– – ﹤0.01% 547
2023
Q2 		$5.54K Hold
40
– – ﹤0.01% 317
2023
Q1 		$5.28K Buy
+40
New +$5.15K ﹤0.01% 364

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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

Carmel Capital Partners's YUM Position: Q4 2023 in Review

Carmel Capital Partners sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 40 shares — an estimated $5K sold.

Carmel Capital Partners first reported a position in YUM in Q1 2023 and held it in 3 quarters. The position peaked at $5.54K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Carmel Capital Partners reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 40 Yum! Brands shares in Q4 2023, an estimated $5K.
  • Carmel Capital Partners first reported a position in Yum! Brands in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Yum! Brands position peaked at $5.54K in Q2 2023.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.