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Geller Advisors’s Yum! Brands YUM Stock Holding History

Geller 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
Q4 		$224K Sell
1,670
-2
-0.1% -$271 0.01% 242
2024
Q3 		$234K Sell
1,672
-345
-17% -$45.9K 0.02% 238
2024
Q2 		$267K Sell
2,017
-2
-0.1% -$275 0.02% 224
2024
Q1 		$280K Buy
2,019
+15
+0.7% +$2K 0.02% 215
2023
Q4 		$262K Buy
2,004
+2
+0.1% +$250 0.03% 219
2023
Q3 		$250K Hold
2,002
– – 0.03% 213
2023
Q2 		$277K Buy
+2,002
New +$271K 0.03% 194

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geller Advisors's YUM Position: Q4 2024 in Review

Geller Advisors reduced its Yum! Brands (YUM) stake by 0.12% in Q4 2024, selling an estimated $271 and leaving 1,670 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #242.

Geller Advisors first reported a position in YUM in Q2 2023 and has held it in 7 quarters since. The position peaked at $280K in Q1 2024. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Geller Advisors held 1,670 shares of Yum! Brands worth $224K as of Q4 2024.
  • Geller Advisors sold 2 Yum! Brands shares in Q4 2024, an estimated $271.
  • Yum! Brands made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #242 holding.
  • Geller Advisors first reported a position in Yum! Brands in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Yum! Brands position peaked at $280K in Q1 2024.
  • 1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.