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Cedar Brook Financial Partners’s Yum! Brands YUM Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-1,858
Closed -$258K – 433
2024
Q1 		$258K Sell
1,858
-11
-0.6% -$1.47K 0.05% 349
2023
Q4 		$241K Sell
1,869
-94
-5% -$11.7K 0.05% 341
2023
Q3 		$245K Buy
1,963
+49
+3% +$6.45K 0.06% 300
2023
Q2 		$265K Buy
1,914
+29
+2% +$3.93K 0.06% 307
2023
Q1 		$249K Sell
1,885
-4
-0.2% -$515 0.06% 302
2022
Q4 		$242K Buy
+1,889
New +$229K 0.07% 307
2022
Q1 		– Sell
-1,539
Closed -$214K – 399
2021
Q4 		$214K Buy
+1,539
New +$197K 0.05% 348

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cedar Brook Financial Partners's YUM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 1,858 shares — an estimated $258K sold.

Cedar Brook Financial Partners first reported a position in YUM in Q4 2021 and held it in 7 quarters. The position peaked at $265K in Q2 2023. 1,207 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,858 Yum! Brands shares in Q2 2024, an estimated $258K.
  • Cedar Brook Financial Partners first reported a position in Yum! Brands in Q4 2021 and held it in 7 quarters.
  • Cedar Brook Financial Partners's Yum! Brands position peaked at $265K in Q2 2023.
  • 1,207 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.