Icon Wealth Partners’s Yum! Brands YUM Stock Holding History

Icon Wealth Partners’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	-795	Closed	-$110K	–	424
2023 Q2	$110K	Buy	795 +22	+3%	+$2.98K	0.01%	394
2023 Q1	$102K	Buy	+773	New	+$99.5K	0.01%	407
2019 Q2	–	Sell	-837	Closed	-$84K	–	794
2019 Q1	$84K	Buy	+837	New	+$79.3K	0.03%	261
2018 Q3	–	Sell	-806	Closed	-$63K	–	737
2018 Q2	$63K	Buy	+806	New	+$67.2K	0.03%	326
2018 Q1	–	Sell	-801	Closed	-$65K	–	748
2017 Q4	$65K	Buy	+801	New	+$63.4K	0.03%	351

Other funds holding YUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Icon Wealth Partners's YUM Position: Q3 2023 in Review

Icon Wealth Partners sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 795 shares — an estimated $110K sold.

Icon Wealth Partners first reported a position in YUM in Q4 2017 and held it in 5 quarters. The position peaked at $110K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Icon Wealth Partners reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 795 Yum! Brands shares in Q3 2023, an estimated $110K.
Icon Wealth Partners first reported a position in Yum! Brands in Q4 2017 and held it in 5 quarters.
Icon Wealth Partners's Yum! Brands position peaked at $110K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.