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Harrison & Co Wealth Management’s Yum! Brands YUM Stock Holding History

Harrison & Co 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
2022
Q4 		$939K Buy
7,329
+133
+2% +$16.1K 0.91% 38
2022
Q3 		$765K Sell
7,196
-501
-7% -$58.2K 0.81% 48
2022
Q2 		$874K Buy
7,697
+257
+3% +$29.9K 0.83% 46
2022
Q1 		$882K Sell
7,440
-210
-3% -$25.9K 0.77% 56
2021
Q4 		$1.06M Buy
+7,650
New +$978K 0.89% 36

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Harrison & Co Wealth Management's YUM Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Yum! Brands (YUM) stake by 1.8% in Q4 2022, buying an estimated $16.1K and bringing the position to 7,329 shares worth $939K. The position accounts for 0.91% of the portfolio, ranked #38.

Harrison & Co Wealth Management first reported a position in YUM in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

  • Harrison & Co Wealth Management held 7,329 shares of Yum! Brands worth $939K as of Q4 2022.
  • Harrison & Co Wealth Management bought 133 Yum! Brands shares in Q4 2022, an estimated $16.1K.
  • Yum! Brands made up 0.91% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #38 holding.
  • Harrison & Co Wealth Management first reported a position in Yum! Brands in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Yum! Brands position peaked at $1.06M in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.