Carolinas Wealth Consulting’s Yum! Brands YUM Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-565	Closed	-$88.9K	–	993
2025 Q1	$88.9K	Buy	565 +1	+0.2%	+$144	0.02%	261
2024 Q4	$75.7K	Sell	564 -3	-0.5%	-$406	0.01%	299
2024 Q3	$79.2K	Buy	567 +1	+0.2%	+$133	0.01%	301
2024 Q2	$75K	Buy	566 +1	+0.2%	+$138	0.01%	306
2024 Q1	$78.3K	Buy	565 +1	+0.2%	+$134	0.02%	308
2023 Q4	$73.7K	Buy	564 +205	+57%	+$25.6K	0.02%	283
2023 Q3	$43.4K	Hold	359	–	–	0.01%	328
2023 Q2	$49.7K	Hold	359	–	–	0.01%	346
2023 Q1	$47.4K	Hold	359	–	–	0.01%	372
2022 Q4	$46K	Sell	359 -3	-0.8%	-$363	0.01%	369
2022 Q3	$38K	Hold	362	–	–	0.01%	365
2022 Q2	$41K	Hold	362	–	–	0.01%	358
2022 Q1	$43K	Buy	362 +3	+0.8%	+$370	0.01%	373
2021 Q4	$50K	Hold	359	–	–	0.01%	365
2021 Q3	$44K	Hold	359	–	–	0.01%	364
2021 Q2	$41K	Hold	359	–	–	0.01%	391
2021 Q1	$39K	Hold	359	–	–	0.01%	406
2020 Q4	$39K	Buy	359 +350	+3,889%	+$35.7K	0.01%	376
2020 Q3	$1K	Buy	9 +3	+50%	+$277	﹤0.01%	900
2020 Q2	$1K	Buy	+6	New	+$512	﹤0.01%	631

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's YUM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 565 shares — an estimated $88.9K sold.

Carolinas Wealth Consulting first reported a position in YUM in Q2 2020 and held it in 20 quarters. The position peaked at $88.9K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 565 Yum! Brands shares in Q2 2025, an estimated $88.9K.
Carolinas Wealth Consulting first reported a position in Yum! Brands in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Yum! Brands position peaked at $88.9K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.