FinTrust Capital Advisors’s Yum! Brands YUM Stock Holding History

FinTrust Capital 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	$100K	Buy	717 +25	+4%	+$3.32K	0.02%	435
2024 Q2	$91.7K	Buy	692 +431	+165%	+$59.3K	0.02%	420
2024 Q1	$36.2K	Hold	261	–	–	0.01%	620
2023 Q4	$34.1K	Hold	261	–	–	0.01%	586
2023 Q3	$32.6K	Sell	261 -55	-17%	-$7.24K	0.01%	552
2023 Q2	$40.5K	Hold	316	–	–	0.01%	483
2023 Q1	$40.5K	Hold	316	–	–	0.01%	481
2022 Q4	$40.5K	Hold	316	–	–	0.01%	481
2022 Q3	$35K	Hold	316	–	–	0.01%	590
2022 Q2	$38K	Hold	316	–	–	0.01%	586
2022 Q1	$37K	Hold	316	–	–	0.01%	624
2021 Q4	$44K	Sell	316 -26	-8%	-$3.33K	0.01%	576
2021 Q3	$42K	Buy	342 +26	+8%	+$3.3K	0.01%	583
2021 Q2	$36K	Hold	316	–	–	0.01%	617
2021 Q1	$34K	Hold	316	–	–	0.01%	598
2020 Q4	$34K	Hold	316	–	–	0.01%	558
2020 Q3	$29K	Sell	316 -290	-48%	-$26.7K	0.01%	584
2020 Q2	$53K	Buy	606 +290	+92%	+$24.8K	0.02%	475
2020 Q1	$22K	Hold	316	–	–	0.01%	606
2019 Q4	$32K	Hold	316	–	–	0.01%	546
2019 Q3	$36K	Hold	316	–	–	0.01%	525
2019 Q2	$35K	Sell	316 -35	-10%	-$3.63K	0.01%	486
2019 Q1	$35K	Sell	351 -48	-12%	-$4.55K	0.01%	462
2018 Q4	$37K	Buy	+399	New	+$35.7K	0.02%	446

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 $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

FinTrust Capital Advisors's YUM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Yum! Brands (YUM) stake by 3.6% in Q3 2024, buying an estimated $3.32K and bringing the position to 717 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #435.

FinTrust Capital Advisors first reported a position in YUM in Q4 2018 and has held it in 24 quarters since. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

FinTrust Capital Advisors held 717 shares of Yum! Brands worth $100K as of Q3 2024.
FinTrust Capital Advisors bought 25 Yum! Brands shares in Q3 2024, an estimated $3.32K.
Yum! Brands made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #435 holding.
FinTrust Capital Advisors first reported a position in Yum! Brands in Q4 2018 and has held it in 24 quarters since.
1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.