HS
YUM icon

Horan Securities’s Yum! Brands YUM Stock Holding History

Horan Securities’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
Q3 		– Sell
-720
Closed -$99.8K – 696
2023
Q2 		$99.8K Hold
720
– – 0.04% 174
2023
Q1 		$95.1K Hold
720
– – 0.05% 156
2022
Q4 		$92.2K Hold
720
– – 0.05% 149
2022
Q3 		$77K Hold
720
– – 0.05% 145
2022
Q2 		$85K Hold
720
– – 0.05% 136
2022
Q1 		$85K Sell
720
-105
-13% -$12.9K 0.05% 133
2021
Q4 		$115K Buy
+825
New +$106K 0.07% 122
2021
Q2 		$95K Buy
824
+720
+692% +$84.9K 0.07% 124
2021
Q1 		$11K Buy
104
+1
+1% +$106 0.01% 268
2020
Q4 		$11K Buy
+103
New +$10.5K 0.01% 255

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Horan Securities's YUM Position: Q3 2023 in Review

Horan Securities sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 720 shares — an estimated $99.8K sold.

Horan Securities first reported a position in YUM in Q4 2020 and held it in 10 quarters. The position peaked at $115K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Horan Securities reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 720 Yum! Brands shares in Q3 2023, an estimated $99.8K.
  • Horan Securities first reported a position in Yum! Brands in Q4 2020 and held it in 10 quarters.
  • Horan Securities's Yum! Brands position peaked at $115K in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.