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Coalescence Partners Investment Management’s Yum! Brands YUM Stock Holding History

Coalescence Partners Investment Management’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
-49,124
Closed -$6.81M – 19
2024
Q1 		$6.81M Sell
49,124
-19,216
-28% -$2.57M 5.38% 10
2023
Q4 		$8.93M Buy
+68,340
New +$8.53M 7.97% 5

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JP Morgan Chase
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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
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

Coalescence Partners Investment Management's YUM Position: Q2 2024 in Review

Coalescence Partners Investment Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 49,124 shares — an estimated $6.81M sold.

Coalescence Partners Investment Management first reported a position in YUM in Q4 2023 and held it in 2 quarters. The position peaked at $8.93M in Q4 2023. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Coalescence Partners Investment Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Coalescence Partners Investment Management sold 49,124 Yum! Brands shares in Q2 2024, an estimated $6.81M.
  • Coalescence Partners Investment Management first reported a position in Yum! Brands in Q4 2023 and held it in 2 quarters.
  • Coalescence Partners Investment Management's Yum! Brands position peaked at $8.93M in Q4 2023.
  • 1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Coalescence Partners Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.