Cascade Investment Advisors’s Yum! Brands YUM Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-1,000	Closed	-$132K	–	242
2023 Q1	$132K	Buy	+1,000	New	+$129K	0.1%	114
2022 Q3	–	Sell	-1,200	Closed	-$136K	–	237
2022 Q2	$136K	Hold	1,200	–	–	0.11%	120
2022 Q1	$142K	Buy	1,200 +200	+20%	+$24.6K	0.09%	126
2021 Q4	$139K	Hold	1,000	–	–	0.08%	127
2021 Q3	$122K	Hold	1,000	–	–	0.08%	128
2021 Q2	$115K	Hold	1,000	–	–	0.07%	127
2021 Q1	$108K	Hold	1,000	–	–	0.07%	126
2020 Q4	$109K	Hold	1,000	–	–	0.08%	126
2020 Q3	$91.3K	Hold	1,000	–	–	0.08%	126
2020 Q2	$86.9K	Hold	1,000	–	–	0.08%	122
2020 Q1	$68.5K	Hold	1,000	–	–	0.08%	122
2019 Q4	$101K	Hold	1,000	–	–	0.08%	123
2019 Q3	$113K	Sell	1,000 -100	-9%	-$11.4K	0.09%	114
2019 Q2	$122K	Sell	1,100 -100	-8%	-$10.4K	0.1%	110
2019 Q1	$120K	Hold	1,200	–	–	0.11%	109
2018 Q4	$110K	Hold	1,200	–	–	0.11%	107
2018 Q3	$109K	Buy	1,200 +200	+20%	+$16.7K	0.09%	109
2018 Q2	$78.2K	Buy	+1,000	New	+$83.4K	0.07%	114
2016 Q2	$16.6K	Buy	+278	New	+$16.4K	0.02%	134

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

Cascade Investment Advisors's YUM Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 1,000 shares — an estimated $132K sold.

Cascade Investment Advisors first reported a position in YUM in Q2 2016 and held it in 19 quarters. The position peaked at $142K in Q1 2022. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Cascade Investment Advisors reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 1,000 Yum! Brands shares in Q2 2023, an estimated $132K.
Cascade Investment Advisors first reported a position in Yum! Brands in Q2 2016 and held it in 19 quarters.
Cascade Investment Advisors's Yum! Brands position peaked at $142K in Q1 2022.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.