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CWS Financial Advisors’s Yum! Brands YUM Stock Holding History

CWS Financial Advisors’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
Q4 		– Sell
-654
Closed -$81.7K – 181
2023
Q3 		$81.7K Buy
+654
New +$86K 0.03% 145

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

CWS Financial Advisors's YUM Position: Q4 2023 in Review

CWS Financial Advisors sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 654 shares — an estimated $81.7K sold.

CWS Financial Advisors first reported a position in YUM in Q3 2023 and held it in 1 quarter. The position peaked at $81.7K in Q3 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • CWS Financial Advisors reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 654 Yum! Brands shares in Q4 2023, an estimated $81.7K.
  • CWS Financial Advisors first reported a position in Yum! Brands in Q3 2023 and held it in 1 quarter.
  • CWS Financial Advisors's Yum! Brands position peaked at $81.7K in Q3 2023.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.