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Cassady Schiller Wealth Management’s Yum! Brands YUM Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$3.22K Buy
24
+18
+300% +$2.44K ﹤0.01% 492
2024
Q3 		$838 Hold
6
– – ﹤0.01% 428
2024
Q2 		$795 Hold
6
– – ﹤0.01% 437
2024
Q1 		$832 Buy
+6
New +$801 ﹤0.01% 462
2022
Q1 		– Sell
-8
Closed -$1K – 626
2021
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 532

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Cassady Schiller Wealth Management's YUM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Yum! Brands (YUM) stake by 300% in Q4 2024, buying an estimated $2.44K and bringing the position to 24 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Cassady Schiller Wealth Management first reported a position in YUM in Q4 2021 and has held it in 5 quarters since. 1,261 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Cassady Schiller Wealth Management held 24 shares of Yum! Brands worth $3.22K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 18 Yum! Brands shares in Q4 2024, an estimated $2.44K.
  • Yum! Brands made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #492 holding.
  • Cassady Schiller Wealth Management first reported a position in Yum! Brands in Q4 2021 and has held it in 5 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.