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

Curi 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
2023
Q1 		– Sell
-2,823
Closed -$362K – 195
2022
Q4 		$362K Hold
2,823
– – 0.05% 131
2022
Q3 		$300K Buy
2,823
+2,650
+1,532% +$308K 0.05% 136
2022
Q2 		$20K Hold
173
– – ﹤0.01% 306
2022
Q1 		$20K Hold
173
– – ﹤0.01% 292
2021
Q4 		$24K Buy
+173
New +$22.1K ﹤0.01% 233
2021
Q1 		– Sell
-84
Closed -$9K – 510
2020
Q4 		$9K Buy
+84
New +$8.57K 0.01% 268

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Curi Wealth Management's YUM Position: Q1 2023 in Review

Curi Wealth Management sold out of Yum! Brands (YUM) in Q1 2023, closing a stake of 2,823 shares — an estimated $362K sold.

Curi Wealth Management first reported a position in YUM in Q4 2020 and held it in 6 quarters. The position peaked at $362K in Q4 2022. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

  • Curi Wealth Management reported no remaining Yum! Brands position as of Q1 2023 after selling out during the quarter.
  • Curi Wealth Management sold 2,823 Yum! Brands shares in Q1 2023, an estimated $362K.
  • Curi Wealth Management first reported a position in Yum! Brands in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's Yum! Brands position peaked at $362K in Q4 2022.
  • 1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.