Claris Advisors’s Yum! Brands YUM Stock Holding History

Claris Advisors’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	–	Sell	-45	Closed	-$6.29K	–	1198
2024 Q3	$6.29K	Buy	+45	New	+$5.98K	﹤0.01%	255

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Claris Advisors's YUM Position: Q4 2024 in Review

Claris Advisors sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 45 shares — an estimated $6.29K sold.

Claris Advisors first reported a position in YUM in Q3 2024 and held it in 1 quarter. The position peaked at $6.29K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

Claris Advisors reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 45 Yum! Brands shares in Q4 2024, an estimated $6.29K.
Claris Advisors first reported a position in Yum! Brands in Q3 2024 and held it in 1 quarter.
Claris Advisors's Yum! Brands position peaked at $6.29K in Q3 2024.
1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.