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FRG Family Wealth Advisors’s Yum! Brands YUM Stock Holding History

FRG Family Wealth Advisors’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
-465
Closed -$65.7K – 367
2024
Q1 		$65.7K Buy
+465
New +$62.1K 0.01% 192

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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

FRG Family Wealth Advisors's YUM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 465 shares — an estimated $65.7K sold.

FRG Family Wealth Advisors first reported a position in YUM in Q1 2024 and held it in 1 quarter. The position peaked at $65.7K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 465 Yum! Brands shares in Q2 2024, an estimated $65.7K.
  • FRG Family Wealth Advisors first reported a position in Yum! Brands in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Yum! Brands position peaked at $65.7K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.