FTDI
YUM icon

First Trust Direct Indexing’s Yum! Brands YUM Stock Holding History

First Trust Direct Indexing’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
-10,380
Closed -$1.45M – 957
2024
Q3 		$1.45M Sell
10,380
-1,037
-9% -$138K 0.08% 258
2024
Q2 		$1.51M Buy
11,417
+1,595
+16% +$220K 0.09% 221
2024
Q1 		$1.36M Buy
9,822
+759
+8% +$101K 0.1% 220
2023
Q4 		$1.18M Buy
9,063
+1,194
+15% +$149K 0.11% 217
2023
Q3 		$983K Sell
7,869
-659
-8% -$86.7K 0.11% 205
2023
Q2 		$1.18M Sell
8,528
-1,213
-12% -$164K 0.13% 173
2023
Q1 		$1.29M Sell
9,741
-327
-3% -$42.1K 0.15% 162
2022
Q4 		$1.29M Buy
10,068
+205
+2% +$24.8K 0.17% 147
2022
Q3 		$1.05M Sell
9,863
-263
-3% -$30.5K 0.15% 177
2022
Q2 		$1.15M Buy
10,126
+1,360
+16% +$158K 0.16% 168
2022
Q1 		$1.04M Buy
8,766
+1,158
+15% +$143K 0.13% 201
2021
Q4 		$1.06M Sell
7,608
-12
-0.2% -$1.53K 0.14% 176
2021
Q3 		$932K Buy
7,620
+427
+6% +$54.2K 0.13% 191
2021
Q2 		$827K Sell
7,193
-652
-8% -$76.9K 0.12% 208
2021
Q1 		$849K Buy
7,845
+12
+0.2% +$1.27K 0.23% 124
2020
Q4 		$850K Buy
+7,833
New +$800K 0.23% 105

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return