CFM Wealth Partners’s Yum! Brands YUM Stock Holding History

CFM Wealth 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 Q1	–	Sell	-7,354	Closed	-$961K	–	163
2023 Q4	$961K	Buy	7,354 +859	+13%	+$107K	0.22%	78
2023 Q3	$811K	Sell	6,495 -1,654	-20%	-$218K	0.21%	74
2023 Q2	$1.13M	Sell	8,149 -492	-6%	-$66.7K	0.27%	76
2023 Q1	$1.14M	Sell	8,641 -47	-0.5%	-$6.05K	0.31%	72
2022 Q4	$1.11M	Hold	8,688	–	–	0.33%	73
2022 Q3	$924K	Hold	8,688	–	–	0.3%	76
2022 Q2	$986K	Sell	8,688 -393	-4%	-$45.7K	0.3%	74
2022 Q1	$1.08M	Hold	9,081	–	–	0.26%	77
2021 Q4	$1.24M	Hold	9,081	–	–	0.28%	75
2021 Q3	$1.11M	Hold	9,081	–	–	0.28%	73
2021 Q2	$1.04M	Hold	9,081	–	–	0.28%	75
2021 Q1	$982K	Hold	9,081	–	–	0.3%	75
2020 Q4	$986K	Hold	9,081	–	–	0.31%	69
2020 Q3	$829K	Hold	9,081	–	–	0.3%	69
2020 Q2	$789K	Hold	9,081	–	–	0.3%	71
2020 Q1	$622K	Sell	9,081 -135	-1%	-$12.6K	0.29%	69
2019 Q4	$942K	Buy	+9,216	New	+$955K	0.35%	60

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

CFM Wealth Partners's YUM Position: Q1 2024 in Review

CFM Wealth Partners sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 7,354 shares — an estimated $961K sold.

CFM Wealth Partners first reported a position in YUM in Q4 2019 and held it in 17 quarters. The position peaked at $1.24M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

CFM Wealth Partners reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
CFM Wealth Partners sold 7,354 Yum! Brands shares in Q1 2024, an estimated $961K.
CFM Wealth Partners first reported a position in Yum! Brands in Q4 2019 and held it in 17 quarters.
CFM Wealth Partners's Yum! Brands position peaked at $1.24M in Q4 2021.
1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.