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Connectus Wealth’s Yum! Brands YUM Stock Holding History

Connectus Wealth’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
-28,044
Closed -$3.68M – 531
2023
Q4 		$3.68M Buy
28,044
+2,803
+11% +$350K 0.08% 190
2023
Q3 		$3.16M Buy
25,241
+2,232
+10% +$294K 0.07% 208
2023
Q2 		$3.2M Buy
23,009
+1,892
+9% +$257K 0.07% 177
2023
Q1 		$2.8M Buy
21,117
+8
+0% +$1.03K 0.07% 194
2022
Q4 		$2.71M Sell
21,109
-207,236
-91% -$25.1M 0.06% 186
2022
Q3 		$24.3M Buy
228,345
+11,277
+5% +$1.31M 0.51% 51
2022
Q2 		$24.7M Buy
217,068
+175,803
+426% +$20.4M 0.56% 53
2022
Q1 		$5.74M Sell
41,265
-16,757
-29% -$2.06M 0.18% 96
2021
Q4 		$8.06M Buy
+58,022
New +$7.42M 0.31% 60

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Connectus Wealth's YUM Position: Q1 2024 in Review

Connectus Wealth sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 28,044 shares — an estimated $3.68M sold.

Connectus Wealth first reported a position in YUM in Q4 2021 and held it in 9 quarters. The position peaked at $24.7M in Q2 2022. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Connectus Wealth reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 28,044 Yum! Brands shares in Q1 2024, an estimated $3.68M.
  • Connectus Wealth first reported a position in Yum! Brands in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Yum! Brands position peaked at $24.7M in Q2 2022.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.