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Concentric Wealth Management’s Yum! Brands YUM Stock Holding History

Concentric Wealth 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
Q1 		– Sell
-1,871
Closed -$244K – 139
2023
Q4 		$244K Buy
+1,871
New +$234K 0.07% 116

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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Geode Capital Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Concentric Wealth Management's YUM Position: Q1 2024 in Review

Concentric Wealth Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 1,871 shares — an estimated $244K sold.

Concentric Wealth Management first reported a position in YUM in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Concentric Wealth Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Concentric Wealth Management sold 1,871 Yum! Brands shares in Q1 2024, an estimated $244K.
  • Concentric Wealth Management first reported a position in Yum! Brands in Q4 2023 and held it in 1 quarter.
  • Concentric Wealth Management's Yum! Brands position peaked at $244K in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Concentric Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.