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Castleview Partners’s Yum! Brands YUM Stock Holding History

Castleview Partners’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
Q1 		– Sell
-451
Closed -$60.2K – 592
2024
Q4 		$60.2K Sell
451
-8
-2% -$1.08K 0.03% 315
2024
Q3 		$64.1K Buy
459
+3
+0.7% +$399 0.04% 294
2024
Q2 		$60.4K Sell
456
-333
-42% -$45.8K 0.03% 315
2024
Q1 		$109K Buy
789
+53
+7% +$7.08K 0.06% 246
2023
Q4 		$96.1K Buy
+736
New +$91.9K 0.07% 213
2023
Q2 		– Sell
-540
Closed -$71.3K – 741
2023
Q1 		$71.3K Hold
540
– – 0.06% 215
2022
Q4 		$69.2K Hold
540
– – 0.07% 195
2022
Q3 		$57K Hold
540
– – 0.05% 241
2022
Q2 		$26.2K Hold
540
– – 0.02% 367
2022
Q1 		$64K Buy
+540
New +$66.5K 0.04% 317
2021
Q2 		$62K Buy
+540
New +$63.7K 0.03% 369

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's YUM Position: Q1 2025 in Review

Castleview Partners sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 451 shares — an estimated $60.2K sold.

Castleview Partners first reported a position in YUM in Q2 2021 and held it in 11 quarters. The position peaked at $109K in Q1 2024. 1,348 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Castleview Partners reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 451 Yum! Brands shares in Q1 2025, an estimated $60.2K.
  • Castleview Partners first reported a position in Yum! Brands in Q2 2021 and held it in 11 quarters.
  • Castleview Partners's Yum! Brands position peaked at $109K in Q1 2024.
  • 1,348 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.