DSM Capital Partners’s Yum! Brands YUM Stock Holding History

DSM Capital Partners’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 Q4	–	Sell	-143	Closed	-$20K	–	94
2024 Q3	$20K	Hold	143	–	–	﹤0.01%	91
2024 Q2	$18.9K	Hold	143	–	–	﹤0.01%	93
2024 Q1	$19.8K	Hold	143	–	–	﹤0.01%	101
2023 Q4	$18.7K	Buy	+143	New	+$17.8K	﹤0.01%	108
2014 Q4	–	Sell	-2,576,296	Closed	-$133M	–	64
2014 Q3	$133M	Sell	2,576,296 -503,848	-16%	-$26.8M	2.65%	19
2014 Q2	$180M	Sell	3,080,144 -224,293	-7%	-$12.5M	3.65%	9
2014 Q1	$179M	Buy	3,304,437 +423,832	+15%	+$22.3M	3.74%	7
2013 Q4	$157M	Sell	2,880,605 -214,405	-7%	-$11M	3.14%	17
2013 Q3	$159M	Sell	3,095,010 -44,654	-1%	-$2.32M	3.59%	12
2013 Q2	$157M	Buy	+3,139,664	New	+$155M	3.89%	10

Other funds holding YUM

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

DSM Capital Partners's YUM Position: Q4 2024 in Review

DSM Capital Partners sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 143 shares — an estimated $20K sold.

DSM Capital Partners first reported a position in YUM in Q2 2013 and held it in 10 quarters. The position peaked at $180M in Q2 2014. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

DSM Capital Partners reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
DSM Capital Partners sold 143 Yum! Brands shares in Q4 2024, an estimated $20K.
DSM Capital Partners first reported a position in Yum! Brands in Q2 2013 and held it in 10 quarters.
DSM Capital Partners's Yum! Brands position peaked at $180M in Q2 2014.
1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on DSM Capital Partners's 13F filing for Q4 2024, filed 31 Jan 2025.