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First Trust Investment Solutions’s Yum! Brands YUM Stock Holding History

First Trust Investment Solutions’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 		$941K Buy
6,736
+1,641
+32% +$218K 0.11% 141
2024
Q2 		$675K Sell
5,095
-2,374
-32% -$327K 0.1% 153
2024
Q1 		$1.04M Sell
7,469
-231
-3% -$30.8K 0.18% 98
2023
Q4 		$1.01M Buy
+7,700
New +$961K 0.21% 97

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

First Trust Investment Solutions's YUM Position: Q3 2024 in Review

First Trust Investment Solutions increased its Yum! Brands (YUM) stake by 32% in Q3 2024, buying an estimated $218K and bringing the position to 6,736 shares worth $941K. The position accounts for 0.11% of the portfolio, ranked #141.

First Trust Investment Solutions first reported a position in YUM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.04M in Q1 2024. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • First Trust Investment Solutions held 6,736 shares of Yum! Brands worth $941K as of Q3 2024.
  • First Trust Investment Solutions bought 1,641 Yum! Brands shares in Q3 2024, an estimated $218K.
  • Yum! Brands made up 0.11% of First Trust Investment Solutions's portfolio in Q3 2024, its #141 holding.
  • First Trust Investment Solutions first reported a position in Yum! Brands in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Yum! Brands position peaked at $1.04M in Q1 2024.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.