Edmonds Duncan Registered Investment Advisors’s Yum! Brands YUM Stock Holding History

Edmonds Duncan Registered Investment 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	$1.77M	Buy	12,650 +10	+0.1%	+$1.33K	0.39%	42
2024 Q2	$1.67M	Hold	12,640	–	–	0.41%	41
2024 Q1	$1.75M	Hold	12,640	–	–	0.44%	41
2023 Q4	$1.65M	Hold	12,640	–	–	0.43%	41
2023 Q3	$1.58M	Hold	12,640	–	–	0.44%	43
2023 Q2	$1.75M	Hold	12,640	–	–	0.53%	37
2023 Q1	$1.67M	Hold	12,640	–	–	0.52%	40
2022 Q4	$1.62M	Hold	12,640	–	–	0.53%	41
2022 Q3	$1.34M	Hold	12,640	–	–	0.48%	44
2022 Q2	$1.44M	Hold	12,640	–	–	0.49%	44
2022 Q1	$1.5M	Hold	12,640	–	–	0.44%	44
2021 Q4	$1.57M	Hold	12,640	–	–	0.41%	45
2021 Q3	$1.55M	Hold	12,640	–	–	0.47%	46
2021 Q2	$1.45M	Hold	12,640	–	–	0.45%	48
2021 Q1	$1.37M	Hold	12,640	–	–	0.45%	49
2020 Q4	$1.33M	Buy	12,640 +8,242	+187%	+$841K	0.44%	48
2020 Q3	$402K	Hold	4,398	–	–	0.17%	75
2020 Q2	$382K	Hold	4,398	–	–	0.17%	80
2020 Q1	$301K	Hold	4,398	–	–	0.15%	84
2019 Q4	$443K	Hold	4,398	–	–	0.18%	77
2019 Q3	$499K	Hold	4,398	–	–	0.21%	67
2019 Q2	$482K	Hold	4,398	–	–	0.2%	66
2019 Q1	$439K	Hold	4,398	–	–	0.18%	74
2018 Q4	$404K	Hold	4,398	–	–	0.19%	70
2018 Q3	$400K	Hold	4,398	–	–	0.16%	82
2018 Q2	$344K	Hold	4,398	–	–	0.15%	83
2018 Q1	$374K	Hold	4,398	–	–	0.17%	80
2017 Q4	$358K	Hold	4,398	–	–	0.16%	81
2017 Q3	$357K	Hold	4,398	–	–	0.17%	80
2017 Q2	$324K	Hold	4,398	–	–	0.19%	74
2017 Q1	$290K	Hold	4,398	–	–	0.15%	76
2016 Q4	$279K	Sell	4,398 -1,720	-28%	-$108K	0.16%	80
2016 Q3	$381K	Hold	6,118	–	–	0.23%	77
2016 Q2	$395K	Sell	6,118 -5	-0.1%	-$295	0.24%	69
2016 Q1	$360K	Hold	6,123	–	–	0.24%	71
2015 Q4	$322K	Buy	+6,123	New	+$320K	0.22%	75

Other funds holding YUM

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Edmonds Duncan Registered Investment Advisors's YUM Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Yum! Brands (YUM) stake by 0.08% in Q3 2024, buying an estimated $1.33K and bringing the position to 12,650 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #42.

Edmonds Duncan Registered Investment Advisors first reported a position in YUM in Q4 2015 and has held it in 36 quarters since. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 12,650 shares of Yum! Brands worth $1.77M as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 10 Yum! Brands shares in Q3 2024, an estimated $1.33K.
Yum! Brands made up 0.39% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #42 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in Yum! Brands in Q4 2015 and has held it in 36 quarters since.
1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.