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Freedom Investment Management’s Yum! Brands YUM Stock Holding History

Freedom Investment 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
2024
Q2 		– Sell
-1,445
Closed -$200K – 878
2024
Q1 		$200K Buy
+1,445
New +$193K 0.02% 753
2023
Q4 		– Sell
-1,751
Closed -$219K – 794
2023
Q3 		$219K Sell
1,751
-114
-6% -$15K 0.03% 605
2023
Q2 		$258K Sell
1,865
-264
-12% -$35.8K 0.03% 585
2023
Q1 		$281K Sell
2,129
-727
-25% -$93.5K 0.03% 570
2022
Q4 		$366K Sell
2,856
-336
-11% -$40.7K 0.04% 519
2022
Q3 		$339K Buy
3,192
+542
+20% +$62.9K 0.04% 539
2022
Q2 		$301K Sell
2,650
-1,030
-28% -$120K 0.03% 589
2022
Q1 		$436K Sell
3,680
-5,209
-59% -$642K 0.04% 505
2021
Q4 		$1.23M Buy
8,889
+3,934
+79% +$503K 0.09% 284
2021
Q3 		$606K Buy
4,955
+41
+0.8% +$5.2K 0.05% 450
2021
Q2 		$565K Buy
4,914
+95
+2% +$11.2K 0.04% 500
2021
Q1 		$521K Buy
4,819
+1,798
+60% +$190K 0.04% 509
2020
Q4 		$328K Buy
+3,021
New +$308K 0.04% 451
2019
Q4 		– Sell
-2,226
Closed -$252K – 712
2019
Q3 		$252K Sell
2,226
-373
-14% -$42.6K 0.02% 573
2019
Q2 		$288K Buy
+2,599
New +$270K 0.02% 541
2017
Q3 		– Sell
-3,466
Closed -$256K – 1162
2017
Q2 		$256K Sell
3,466
-502
-13% -$34.9K 0.01% 869
2017
Q1 		$254K Sell
3,968
-115
-3% -$7.49K 0.01% 849
2016
Q4 		$259K Buy
4,083
+472
+13% +$29.6K 0.02% 760
2016
Q3 		$236K Sell
3,611
-282
-7% -$18K 0.02% 748
2016
Q2 		$232K Buy
3,893
+218
+6% +$12.8K 0.02% 702
2016
Q1 		$216K Buy
+3,675
New +$193K 0.02% 710

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Investment Management's YUM Position: Q2 2024 in Review

Freedom Investment Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 1,445 shares — an estimated $200K sold.

Freedom Investment Management first reported a position in YUM in Q1 2016 and held it in 21 quarters. The position peaked at $1.23M in Q4 2021. 1,205 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Freedom Investment Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,445 Yum! Brands shares in Q2 2024, an estimated $200K.
  • Freedom Investment Management first reported a position in Yum! Brands in Q1 2016 and held it in 21 quarters.
  • Freedom Investment Management's Yum! Brands position peaked at $1.23M in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.