DWA
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Delos Wealth Advisors’s Yum! Brands YUM Stock Holding History

Delos Wealth 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
2024
Q3 		– Sell
-5
Closed -$663 – 365
2024
Q2 		$663 Hold
5
– – ﹤0.01% 285
2024
Q1 		$694 Buy
+5
New +$668 ﹤0.01% 284
2023
Q4 		– Sell
-116
Closed -$15K – 386
2023
Q3 		$15K Hold
116
– – 0.02% 120
2023
Q2 		$16.1K Hold
116
– – 0.02% 110
2023
Q1 		$15.3K Sell
116
-47
-29% -$6.05K 0.02% 109
2022
Q4 		$20.9K Hold
163
– – 0.03% 90
2022
Q3 		$17K Hold
163
– – 0.02% 99
2022
Q2 		$19K Hold
163
– – 0.02% 96
2022
Q1 		$19K Hold
163
– – 0.02% 118
2021
Q4 		$23K Buy
163
+116
+247% +$14.8K 0.02% 126
2021
Q3 		$6K Hold
47
– – 0.01% 112
2021
Q2 		$5K Buy
+47
New +$5.54K 0.01% 111

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
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
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