Clear Perspectives Financial Planning’s Yum! Brands YUM Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$52K	Hold	394	–	–	0.03%	70
2022 Q4	$50.5K	Hold	394	–	–	0.03%	79
2022 Q3	$42K	Hold	394	–	–	0.02%	88
2022 Q2	$45K	Hold	394	–	–	0.02%	96
2022 Q1	$47K	Hold	394	–	–	0.02%	96
2021 Q4	$55K	Buy	394 +18	+5%	+$2.3K	0.02%	97
2021 Q3	$46K	Hold	376	–	–	0.02%	100
2021 Q2	$43K	Hold	376	–	–	0.02%	104
2021 Q1	$41K	Hold	376	–	–	0.02%	96
2020 Q4	$41K	Buy	+376	New	+$38.4K	0.03%	91

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Clear Perspectives Financial Planning's YUM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Yum! Brands (YUM) position steady in Q1 2023 at 394 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #70.

Clear Perspectives Financial Planning first reported a position in YUM in Q4 2020 and has held it in 10 quarters since. The position peaked at $55K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

Clear Perspectives Financial Planning held 394 shares of Yum! Brands worth $52K as of Q1 2023.
Clear Perspectives Financial Planning left its Yum! Brands share count unchanged in Q1 2023.
Yum! Brands made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #70 holding.
Clear Perspectives Financial Planning first reported a position in Yum! Brands in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Yum! Brands position peaked at $55K in Q4 2021.
1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.