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Diversified Portfolios Inc’s Yum! Brands YUM Stock Holding History

Diversified Portfolios Inc’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
-3,344
Closed -$428K – 145
2022
Q4 		$428K Sell
3,344
-400
-11% -$48.4K 0.1% 95
2022
Q3 		$398K Sell
3,744
-461
-11% -$53.5K 0.11% 93
2022
Q2 		$477K Sell
4,205
-100
-2% -$11.6K 0.13% 74
2022
Q1 		$510K Buy
4,305
+228
+6% +$28.1K 0.12% 87
2021
Q4 		$566K Buy
4,077
+1,100
+37% +$141K 0.14% 78
2021
Q3 		$364K Hold
2,977
– – 0.1% 90
2021
Q2 		$342K Buy
2,977
+800
+37% +$94.3K 0.13% 82
2021
Q1 		$236K Sell
2,177
-1,092
-33% -$116K 0.08% 90
2020
Q4 		$355K Buy
3,269
+298
+10% +$30.4K 0.13% 66
2020
Q3 		$271K Sell
2,971
-145
-5% -$13.4K 0.12% 61
2020
Q2 		$271K Sell
3,116
-598
-16% -$51.1K 0.13% 50
2020
Q1 		$255K Buy
3,714
+130
+4% +$12.1K 0.14% 45
2019
Q4 		$361K Buy
3,584
+245
+7% +$25.4K 0.17% 43
2019
Q3 		$379K Hold
3,339
– – 0.19% 37
2019
Q2 		$370K Hold
3,339
– – 0.2% 32
2019
Q1 		$333K Buy
+3,339
New +$316K 0.19% 37

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

Diversified Portfolios Inc's YUM Position: Q1 2023 in Review

Diversified Portfolios Inc sold out of Yum! Brands (YUM) in Q1 2023, closing a stake of 3,344 shares — an estimated $428K sold.

Diversified Portfolios Inc first reported a position in YUM in Q1 2019 and held it in 16 quarters. The position peaked at $566K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

  • Diversified Portfolios Inc reported no remaining Yum! Brands position as of Q1 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 3,344 Yum! Brands shares in Q1 2023, an estimated $428K.
  • Diversified Portfolios Inc first reported a position in Yum! Brands in Q1 2019 and held it in 16 quarters.
  • Diversified Portfolios Inc's Yum! Brands position peaked at $566K in Q4 2021.
  • 1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Diversified Portfolios Inc's 13F filing for Q1 2023, filed 2 May 2023.