Essex Savings Bank’s Yum! Brands YUM Stock Holding History

Essex Savings Bank’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
2025 Q1	–	Sell	-1,808	Closed	-$243K	–	310
2024 Q4	$243K	Buy	+1,808	New	+$245K	0.06%	245
2022 Q2	–	Sell	-2,228	Closed	-$264K	–	230
2022 Q1	$264K	Sell	2,228 -10	-0.4%	-$1.23K	0.09%	187
2021 Q4	$310K	Hold	2,238	–	–	0.11%	164
2021 Q3	$293K	Buy	2,238 +190	+9%	+$24.1K	0.11%	169
2021 Q2	$246K	Hold	2,048	–	–	0.1%	185
2021 Q1	$212K	Hold	2,048	–	–	0.09%	190
2020 Q4	$222K	Buy	+2,048	New	+$209K	0.1%	183
2020 Q1	–	Sell	-2,110	Closed	-$213K	–	175
2019 Q4	$213K	Sell	2,110 -400	-16%	-$41.4K	0.11%	166
2019 Q3	$284K	Sell	2,510 -542	-18%	-$61.9K	0.15%	132
2019 Q2	$338K	Buy	3,052 +2,510	+463%	+$261K	0.12%	157
2019 Q1	$54K	Hold	542	–	–	0.03%	283
2018 Q4	$50K	Buy	+542	New	+$48.5K	0.03%	289

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Savings Bank's YUM Position: Q1 2025 in Review

Essex Savings Bank sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 1,808 shares — an estimated $243K sold.

Essex Savings Bank first reported a position in YUM in Q4 2018 and held it in 12 quarters. The position peaked at $338K in Q2 2019. 1,346 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

Essex Savings Bank reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
Essex Savings Bank sold 1,808 Yum! Brands shares in Q1 2025, an estimated $243K.
Essex Savings Bank first reported a position in Yum! Brands in Q4 2018 and held it in 12 quarters.
Essex Savings Bank's Yum! Brands position peaked at $338K in Q2 2019.
1,346 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Essex Savings Bank's 13F filing for Q1 2025, filed 21 Apr 2025.