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Clear Point Advisors’s Yum! Brands YUM Stock Holding History

Clear Point 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
-110
Closed -$15.4K – 551
2024
Q3 		$15.4K Hold
110
– – 0.01% 297
2024
Q2 		$14.6K Hold
110
– – 0.01% 293
2024
Q1 		$15.3K Hold
110
– – 0.01% 296
2023
Q4 		$14.4K Buy
+110
New +$13.7K 0.01% 289

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
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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Clear Point Advisors's YUM Position: Q4 2024 in Review

Clear Point Advisors sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 110 shares — an estimated $15.4K sold.

Clear Point Advisors first reported a position in YUM in Q4 2023 and held it in 4 quarters. The position peaked at $15.4K in Q3 2024. 1,261 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Clear Point Advisors reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 110 Yum! Brands shares in Q4 2024, an estimated $15.4K.
  • Clear Point Advisors first reported a position in Yum! Brands in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Yum! Brands position peaked at $15.4K in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.