CP
YUM icon

Cumberland Partners’s Yum! Brands YUM Stock Holding History

Cumberland Partners’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
Q4 		– Sell
-1,610
Closed -$225K – 197
2024
Q3 		$225K Sell
1,610
-10
-0.6% -$1.33K 0.02% 176
2024
Q2 		$215K Sell
1,620
-30,525
-95% -$4.2M 0.02% 165
2024
Q1 		$4.46M Sell
32,145
-90
-0.3% -$12K 0.32% 62
2023
Q4 		$4.04M Sell
32,235
-860
-3% -$107K 0.37% 61
2023
Q3 		$4.13M Sell
33,095
-510
-2% -$67.1K 0.4% 55
2023
Q2 		$4.66M Buy
+33,605
New +$4.56M 0.43% 57
2019
Q4 		– Sell
-9,965
Closed -$1.01M – 183
2019
Q3 		$1.01M Sell
9,965
-3,885
-28% -$444K 0.1% 102
2019
Q2 		$1.53M Buy
13,850
+5,550
+67% +$576K 0.15% 93
2019
Q1 		$828K Buy
+8,300
New +$786K 0.08% 112

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cumberland Partners's YUM Position: Q4 2024 in Review

Cumberland Partners sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 1,610 shares — an estimated $225K sold.

Cumberland Partners first reported a position in YUM in Q1 2019 and held it in 9 quarters. The position peaked at $4.66M in Q2 2023. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Cumberland Partners reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Cumberland Partners sold 1,610 Yum! Brands shares in Q4 2024, an estimated $225K.
  • Cumberland Partners first reported a position in Yum! Brands in Q1 2019 and held it in 9 quarters.
  • Cumberland Partners's Yum! Brands position peaked at $4.66M in Q2 2023.
  • 1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Cumberland Partners's 13F filing for Q4 2024, filed 3 Feb 2025.