HoyleCohen’s Yum! Brands YUM Stock Holding History

HoyleCohen’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 Q2	$894K	Sell	6,746 -758	-10%	-$104K	0.07%	149
2024 Q1	$1.04M	Buy	7,504 +1	+0%	+$134	0.08%	145
2023 Q4	$980K	Hold	7,503	–	–	0.08%	145
2023 Q3	$937K	Buy	7,503 +60	+0.8%	+$7.89K	0.09%	141
2023 Q2	$1.03M	Hold	7,443	–	–	0.09%	138
2023 Q1	$983K	Buy	7,443 +1	+0%	+$129	0.09%	137
2022 Q4	$953K	Buy	7,442 +1	+0%	+$121	0.09%	138
2022 Q3	$791K	Hold	7,441	–	–	0.09%	139
2022 Q2	$845K	Buy	7,441 +1	+0%	+$116	0.09%	141
2022 Q1	$882K	Buy	7,440 +1	+0%	+$123	0.08%	150
2021 Q4	$1.03M	Buy	7,439 +235	+3%	+$30.1K	0.09%	144
2021 Q3	$881K	Sell	7,204 -200	-3%	-$25.4K	0.08%	147
2021 Q2	$852	Hold	7,404	–	–	0.07%	148
2021 Q1	$801K	Buy	+7,404	New	+$784K	0.08%	150

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HoyleCohen's YUM Position: Q2 2024 in Review

HoyleCohen reduced its Yum! Brands (YUM) stake by 10% in Q2 2024, selling an estimated $104K and leaving 6,746 shares worth $894K. The position accounts for 0.07% of the portfolio, ranked #149.

HoyleCohen first reported a position in YUM in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

HoyleCohen held 6,746 shares of Yum! Brands worth $894K as of Q2 2024.
HoyleCohen sold 758 Yum! Brands shares in Q2 2024, an estimated $104K.
Yum! Brands made up 0.07% of HoyleCohen's portfolio in Q2 2024, its #149 holding.
HoyleCohen first reported a position in Yum! Brands in Q1 2021 and has held it in 14 quarters since.
HoyleCohen's Yum! Brands position peaked at $1.04M in Q1 2024.
1,205 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.