Householder Group Estate & Retirement Specialist’s Yum! Brands YUM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$196K	Sell	1,463 -3,182	-69%	-$430K	0.15%	105
2024 Q3	$648K	Hold	4,645	–	–	0.19%	107
2024 Q2	$615K	Buy	4,645 +43	+0.9%	+$5.92K	0.17%	115
2024 Q1	$638K	Hold	4,602	–	–	0.19%	106
2023 Q4	$601K	Buy	4,602 +1,614	+54%	+$201K	0.2%	100
2023 Q3	$373K	Buy	+2,988	New	+$393K	0.13%	142
2023 Q1	$393K	Buy	+2,975	New	+$383K	0.15%	133
2022 Q4	–	Sell	-2,961	Closed	-$314K	–	1197
2022 Q3	$314K	Buy	2,961 +7	+0.2%	+$813	0.13%	151
2022 Q2	$335K	Buy	2,954 +6	+0.2%	+$698	0.15%	142
2022 Q1	$349K	Sell	2,948 -33	-1%	-$4.07K	0.14%	145
2021 Q4	$414K	Buy	+2,981	New	+$381K	0.15%	138

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's YUM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Yum! Brands (YUM) stake by 69% in Q4 2024, selling an estimated $430K and leaving 1,463 shares worth $196K. The position accounts for 0.15% of the portfolio, ranked #105.

Householder Group Estate & Retirement Specialist first reported a position in YUM in Q4 2021 and has held it in 11 quarters since. The position peaked at $648K in Q3 2024. 1,260 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,463 shares of Yum! Brands worth $196K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,182 Yum! Brands shares in Q4 2024, an estimated $430K.
Yum! Brands made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #105 holding.
Householder Group Estate & Retirement Specialist first reported a position in Yum! Brands in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Yum! Brands position peaked at $648K in Q3 2024.
1,260 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.