Core Wealth Advisors (Florida)’s Yum! Brands YUM Stock Holding History

Core Wealth Advisors (Florida)’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	-302	Closed	-$41.9K	–	251
2024 Q1	$41.9K	Hold	302	–	–	0.01%	107
2023 Q4	$39.5K	Hold	302	–	–	0.01%	101
2023 Q3	$37.7K	Hold	302	–	–	0.02%	88
2023 Q2	$41.8K	Buy	302 +277	+1,108%	+$37.6K	0.02%	88
2023 Q1	$3.3K	Hold	25	–	–	﹤0.01%	214
2022 Q4	$3.2K	Hold	25	–	–	﹤0.01%	228
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	199
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	195
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	176
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	191
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	173
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	166
2021 Q1	$3K	Buy	+25	New	+$2.65K	﹤0.01%	156
2020 Q2	–	Sell	-25	Closed	-$2K	–	167
2020 Q1	$2K	Buy	+25	New	+$2.33K	﹤0.01%	139

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s YUM Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 302 shares — an estimated $41.9K sold.

Core Wealth Advisors (Florida) first reported a position in YUM in Q1 2020 and held it in 14 quarters. The position peaked at $41.9K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 302 Yum! Brands shares in Q2 2024, an estimated $41.9K.
Core Wealth Advisors (Florida) first reported a position in Yum! Brands in Q1 2020 and held it in 14 quarters.
Core Wealth Advisors (Florida)'s Yum! Brands position peaked at $41.9K in Q1 2024.
1,207 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.