Disciplined Investments’s Yum! Brands YUM Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-582	Closed	-$80.7K	–	1598
2023 Q2	$80.7K	Hold	582	–	–	0.04%	168
2023 Q1	$76.9K	Buy	582 +399	+218%	+$51.3K	0.03%	192
2022 Q4	$23.5K	Sell	183 -400	-69%	-$48.4K	0.01%	277
2022 Q3	$62K	Sell	583 -1	-0.2%	-$116	0.03%	203
2022 Q2	$66K	Buy	584 +5	+0.9%	+$581	0.03%	195
2022 Q1	$69K	Buy	579 +16	+3%	+$1.97K	0.03%	195
2021 Q4	$78K	Hold	563	–	–	0.03%	175
2021 Q3	$69K	Hold	563	–	–	0.03%	172
2021 Q2	$65K	Hold	563	–	–	0.03%	179
2021 Q1	$61K	Buy	563 +400	+245%	+$42.3K	0.04%	170
2020 Q4	$18K	Hold	163	–	–	0.01%	210
2020 Q3	$15K	Sell	163 -400	-71%	-$36.9K	0.01%	238
2020 Q2	$49K	Hold	563	–	–	0.04%	168
2020 Q1	$39K	Hold	563	–	–	0.04%	172
2019 Q4	$57K	Buy	+563	New	+$58.3K	0.05%	156

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Disciplined Investments's YUM Position: Q3 2023 in Review

Disciplined Investments sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 582 shares — an estimated $80.7K sold.

Disciplined Investments first reported a position in YUM in Q4 2019 and held it in 15 quarters. The position peaked at $80.7K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Disciplined Investments reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 582 Yum! Brands shares in Q3 2023, an estimated $80.7K.
Disciplined Investments first reported a position in Yum! Brands in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Yum! Brands position peaked at $80.7K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.