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High Net Worth Advisory Group’s Yum! Brands YUM Stock Holding History

High Net Worth Advisory 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
2023
Q1 		– Sell
-621
Closed -$79.5K – 595
2022
Q4 		$79.5K Buy
621
+1
+0.2% +$121 0.03% 266
2022
Q3 		$66K Sell
620
-216
-26% -$25.1K 0.03% 287
2022
Q2 		$95K Sell
836
-6
-0.7% -$698 0.04% 245
2022
Q1 		$100K Buy
842
+1
+0.1% +$123 0.04% 249
2021
Q4 		$117K Buy
+841
New +$108K 0.04% 233

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

High Net Worth Advisory Group's YUM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Yum! Brands (YUM) in Q1 2023, closing a stake of 621 shares — an estimated $79.5K sold.

High Net Worth Advisory Group first reported a position in YUM in Q4 2021 and held it in 5 quarters. The position peaked at $117K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Yum! Brands position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 621 Yum! Brands shares in Q1 2023, an estimated $79.5K.
  • High Net Worth Advisory Group first reported a position in Yum! Brands in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Yum! Brands position peaked at $117K in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.