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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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Delos Wealth Advisors's YUM Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 5 shares — an estimated $663 sold.

Delos Wealth Advisors first reported a position in YUM in Q2 2021 and held it in 12 quarters. The position peaked at $23K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 5 Yum! Brands shares in Q3 2024, an estimated $663.
  • Delos Wealth Advisors first reported a position in Yum! Brands in Q2 2021 and held it in 12 quarters.
  • Delos Wealth Advisors's Yum! Brands position peaked at $23K in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.