Carroll Investors’s Yum! Brands YUM Stock Holding History

Carroll Investors’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 Q2	–	Sell	-2,328	Closed	-$307K	–	37
2023 Q1	$307K	Hold	2,328	–	–	0.25%	34
2022 Q4	$302K	Hold	2,328	–	–	0.32%	32
2022 Q3	$249K	Buy	+2,328	New	+$270K	0.2%	36
2022 Q2	–	Sell	-175	Closed	-$20K	–	179
2022 Q1	$20K	Sell	175 -284	-62%	-$35K	0.01%	109
2021 Q4	$63K	Buy	+459	New	+$58.7K	0.04%	85

Other funds holding YUM

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Carroll Investors's YUM Position: Q2 2023 in Review

Carroll Investors sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 2,328 shares — an estimated $307K sold.

Carroll Investors first reported a position in YUM in Q4 2021 and held it in 5 quarters. The position peaked at $307K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Carroll Investors reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Carroll Investors sold 2,328 Yum! Brands shares in Q2 2023, an estimated $307K.
Carroll Investors first reported a position in Yum! Brands in Q4 2021 and held it in 5 quarters.
Carroll Investors's Yum! Brands position peaked at $307K in Q1 2023.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Carroll Investors's 13F filing for Q2 2023, filed 9 Aug 2023.