Foster Group’s Yum! Brands YUM Stock Holding History

Foster Group’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	–	Sell	-3,747	Closed	-$496K	–	211
2024 Q2	$496K	Buy	3,747 +2	+0.1%	+$275	0.02%	126
2024 Q1	$519K	Sell	3,745 -435	-10%	-$58.1K	0.03%	118
2023 Q4	$522K	Hold	4,180	–	–	0.03%	103
2023 Q3	$522K	Buy	4,180 +57	+1%	+$7.5K	0.03%	103
2023 Q2	$571K	Buy	4,123 +155	+4%	+$21K	0.03%	100
2023 Q1	$524K	Buy	3,968 +106	+3%	+$13.6K	0.03%	103
2022 Q4	$495K	Sell	3,862 -39	-1%	-$4.72K	0.04%	98
2022 Q3	$415K	Buy	3,901 +29	+0.7%	+$3.37K	0.03%	97
2022 Q2	$440K	Buy	3,872 +45	+1%	+$5.23K	0.03%	103
2022 Q1	$454K	Hold	3,827	–	–	0.04%	93
2021 Q4	$531K	Buy	3,827 +11	+0.3%	+$1.41K	0.05%	85
2021 Q3	$467K	Hold	3,816	–	–	0.05%	94
2021 Q2	$439K	Hold	3,816	–	–	0.05%	95
2021 Q1	$413K	Hold	3,816	–	–	0.06%	89
2020 Q4	$419K	Buy	+3,816	New	+$390K	0.08%	71

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Foster Group's YUM Position: Q3 2024 in Review

Foster Group sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 3,747 shares — an estimated $496K sold.

Foster Group first reported a position in YUM in Q4 2020 and held it in 15 quarters. The position peaked at $571K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

Foster Group reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
Foster Group sold 3,747 Yum! Brands shares in Q3 2024, an estimated $496K.
Foster Group first reported a position in Yum! Brands in Q4 2020 and held it in 15 quarters.
Foster Group's Yum! Brands position peaked at $571K in Q2 2023.
1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Foster Group's 13F filing for Q3 2024, filed 7 Oct 2024.