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Focused Wealth Management’s Yum! Brands YUM Stock Holding History

Focused Wealth Management’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
Q3 		– Sell
-2,200
Closed -$326K – 242
2025
Q2 		$326K Buy
+2,200
New +$321K 0.04% 123

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focused Wealth Management's YUM Position: Q1 2024 in Review

Focused Wealth Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 470 shares — an estimated $61.4K sold.

Focused Wealth Management first reported a position in YUM in Q3 2013 and held it in 30 quarters. The position peaked at $136K in Q3 2019. 1,236 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Focused Wealth Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 470 Yum! Brands shares in Q1 2024, an estimated $61.4K.
  • Focused Wealth Management first reported a position in Yum! Brands in Q3 2013 and held it in 30 quarters.
  • Focused Wealth Management's Yum! Brands position peaked at $136K in Q3 2019.
  • 1,236 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.