Carmichael Hill & Associates’s Yum! Brands YUM Stock Holding History

Carmichael Hill & Associates’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 Q3	$430K	Sell	3,078 -539	-15%	-$71.7K	0.15%	112
2024 Q2	$479K	Buy	3,617 +539	+18%	+$74.2K	0.19%	94
2024 Q1	$427K	Sell	3,078 -300	-9%	-$40.1K	0.17%	102
2023 Q4	$441K	Buy	3,378 +300	+10%	+$37.4K	0.18%	99
2023 Q3	$385K	Hold	3,078	–	–	0.18%	100
2023 Q2	$426K	Hold	3,078	–	–	0.19%	98
2023 Q1	$407K	Hold	3,078	–	–	0.2%	99
2022 Q4	$394K	Hold	3,078	–	–	0.2%	98
2022 Q3	$327K	Hold	3,078	–	–	0.18%	111
2022 Q2	$349K	Sell	3,078 -100	-3%	-$11.6K	0.18%	108
2022 Q1	$377K	Hold	3,178	–	–	0.17%	111
2021 Q4	$441K	Hold	3,178	–	–	0.2%	112
2021 Q3	$389K	Hold	3,178	–	–	0.19%	109
2021 Q2	$366K	Hold	3,178	–	–	0.19%	108
2021 Q1	$344K	Hold	3,178	–	–	0.19%	107
2020 Q4	$345K	Sell	3,178 -200	-6%	-$20.4K	0.2%	97
2020 Q3	$308K	Hold	3,378	–	–	0.2%	99
2020 Q2	$294K	Hold	3,378	–	–	0.22%	96
2020 Q1	$231K	Hold	3,378	–	–	0.2%	97
2019 Q4	$340K	Hold	3,378	–	–	0.24%	84
2019 Q3	$383K	Hold	3,378	–	–	0.38%	69
2019 Q2	$374K	Hold	3,378	–	–	0.37%	73
2019 Q1	$337K	Hold	3,378	–	–	0.35%	78
2018 Q4	$311K	Hold	3,378	–	–	0.35%	77
2018 Q3	$307K	Hold	3,378	–	–	0.3%	81
2018 Q2	$264K	Hold	3,378	–	–	0.28%	89
2018 Q1	$288K	Hold	3,378	–	–	0.31%	81
2017 Q4	$276K	Buy	+3,378	New	+$267K	0.3%	84

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carmichael Hill & Associates's YUM Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Yum! Brands (YUM) stake by 15% in Q3 2024, selling an estimated $71.7K and leaving 3,078 shares worth $430K. The position accounts for 0.15% of the portfolio, ranked #112.

Carmichael Hill & Associates first reported a position in YUM in Q4 2017 and has held it in 28 quarters since. The position peaked at $479K in Q2 2024. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

Carmichael Hill & Associates held 3,078 shares of Yum! Brands worth $430K as of Q3 2024.
Carmichael Hill & Associates sold 539 Yum! Brands shares in Q3 2024, an estimated $71.7K.
Yum! Brands made up 0.15% of Carmichael Hill & Associates's portfolio in Q3 2024, its #112 holding.
Carmichael Hill & Associates first reported a position in Yum! Brands in Q4 2017 and has held it in 28 quarters since.
Carmichael Hill & Associates's Yum! Brands position peaked at $479K in Q2 2024.
1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.