Consolidated Planning Corp’s Yum! Brands YUM Stock Holding History

Consolidated Planning Corp’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
2025 Q1	–	Sell	-2,002	Closed	-$269K	–	222
2024 Q4	$269K	Buy	2,002 +154	+8%	+$20.8K	0.04%	177
2024 Q3	$258K	Sell	1,848 -95	-5%	-$12.6K	0.04%	172
2024 Q2	$257K	Hold	1,943	–	–	0.04%	160
2024 Q1	$269K	Sell	1,943 -22	-1%	-$2.94K	0.05%	151
2023 Q4	$257K	Hold	1,965	–	–	0.05%	139
2023 Q3	$246K	Sell	1,965 -26	-1%	-$3.42K	0.05%	135
2023 Q2	$276K	Sell	1,991 -300	-13%	-$40.7K	0.06%	138
2023 Q1	$303K	Buy	2,291 +300	+15%	+$38.6K	0.08%	99
2022 Q4	$255K	Hold	1,991	–	–	0.07%	104
2022 Q3	$212K	Hold	1,991	–	–	0.07%	109
2022 Q2	$226K	Hold	1,991	–	–	0.07%	109
2022 Q1	$236K	Hold	1,991	–	–	0.16%	52
2021 Q4	$276K	Hold	1,991	–	–	0.18%	48
2021 Q3	$244K	Hold	1,991	–	–	0.16%	51
2021 Q2	$229K	Hold	1,991	–	–	0.17%	49
2021 Q1	$215K	Hold	1,991	–	–	0.14%	52
2020 Q4	$216K	Buy	+1,991	New	+$203K	0.14%	49
2020 Q1	–	Sell	-1,991	Closed	-$201K	–	48
2019 Q4	$201K	Buy	+1,991	New	+$206K	0.2%	44

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's YUM Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 2,002 shares — an estimated $269K sold.

Consolidated Planning Corp first reported a position in YUM in Q4 2019 and held it in 18 quarters. The position peaked at $303K in Q1 2023. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

Consolidated Planning Corp reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
Consolidated Planning Corp sold 2,002 Yum! Brands shares in Q1 2025, an estimated $269K.
Consolidated Planning Corp first reported a position in Yum! Brands in Q4 2019 and held it in 18 quarters.
Consolidated Planning Corp's Yum! Brands position peaked at $303K in Q1 2023.
1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.