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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 Sell
540
-74,444
-99% -$9.17M 0.04% 317
2021
Q4 		$540 Buy
+74,984
New +$9.59M ﹤0.01% 500
2021
Q2 		$62K Buy
+540
New +$63.7K 0.03% 369

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return