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Financial Synergies Wealth Advisors’s Yum! Brands YUM Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-136
Closed -$18.9K – 490
2024
Q1 		$18.9K Hold
136
– – ﹤0.01% 201
2023
Q4 		$17.4K Hold
136
– – ﹤0.01% 146
2023
Q3 		$17K Hold
136
– – ﹤0.01% 190
2023
Q2 		$18.8K Hold
136
– – ﹤0.01% 179
2023
Q1 		$18K Hold
136
– – ﹤0.01% 189
2022
Q4 		$17.4K Hold
136
– – ﹤0.01% 146
2022
Q3 		$14.5K Hold
136
– – ﹤0.01% 138
2022
Q2 		$15.4K Buy
+136
New +$15.8K ﹤0.01% 147

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's YUM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 136 shares — an estimated $18.9K sold.

Financial Synergies Wealth Advisors first reported a position in YUM in Q2 2022 and held it in 8 quarters. The position peaked at $18.9K in Q1 2024. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 136 Yum! Brands shares in Q2 2024, an estimated $18.9K.
  • Financial Synergies Wealth Advisors first reported a position in Yum! Brands in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Yum! Brands position peaked at $18.9K in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.