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

Hillsdale 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
2023
Q2 		– Sell
-3,100
Closed -$409K – 667
2023
Q1 		$409K Hold
3,100
– – 0.04% 371
2022
Q4 		$397K Buy
+3,100
New +$375K 0.03% 386
2021
Q1 		– Sell
-40
Closed -$4K – 696
2020
Q4 		$4K Hold
40
– – ﹤0.01% 555
2020
Q3 		$4K Buy
40
+25
+167% +$2.31K ﹤0.01% 540
2020
Q2 		$1K Sell
15
-15
-50% -$1.28K ﹤0.01% 556
2020
Q1 		$2K Sell
30
-10
-25% -$933 ﹤0.01% 578
2019
Q4 		$4K Sell
40
-10
-20% -$1.04K ﹤0.01% 548
2019
Q3 		$6K Hold
50
– – ﹤0.01% 541
2019
Q2 		$6K Hold
50
– – ﹤0.01% 521
2019
Q1 		$5K Buy
50
+20
+67% +$1.89K ﹤0.01% 532
2018
Q4 		$3K Sell
30
-5
-14% -$447 ﹤0.01% 539
2018
Q3 		$3K Buy
35
+10
+40% +$834 ﹤0.01% 445
2018
Q2 		$2K Sell
25
-10
-29% -$834 ﹤0.01% 480
2018
Q1 		$3K Hold
35
– – ﹤0.01% 423
2017
Q4 		$3K Sell
35
-35
-50% -$2.77K ﹤0.01% 442
2017
Q3 		$5K Buy
+70
New +$5.27K ﹤0.01% 399
2015
Q4 		– Sell
-4,869
Closed -$280K – 603
2015
Q3 		$280K Buy
+4,869
New +$295K 0.09% 228

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hillsdale Investment Management's YUM Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 3,100 shares — an estimated $409K sold.

Hillsdale Investment Management first reported a position in YUM in Q3 2015 and held it in 17 quarters. The position peaked at $409K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

  • Hillsdale Investment Management reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,100 Yum! Brands shares in Q2 2023, an estimated $409K.
  • Hillsdale Investment Management first reported a position in Yum! Brands in Q3 2015 and held it in 17 quarters.
  • Hillsdale Investment Management's Yum! Brands position peaked at $409K in Q1 2023.
  • 1,171 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.