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Incline Global Management’s Yum! Brands YUM Stock Holding History

Incline Global 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
2018
Q1 		– Sell
-255,400
Closed -$20.8M – 46
2017
Q4 		$20.8M Buy
255,400
+6,300
+3% +$498K 1.16% 37
2017
Q3 		$18.3M Sell
249,100
-50,500
-17% -$3.8M 1.52% 27
2017
Q2 		$22.1M Buy
+299,600
New +$20.8M 1.8% 24

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Incline Global Management's YUM Position: Q2 2024 in Review

Incline Global Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 78,062 shares — an estimated $10.8M sold.

Incline Global Management first reported a position in YUM in Q2 2017 and held it in 9 quarters. The position peaked at $39.5M in Q3 2017. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Incline Global Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Incline Global Management sold 78,062 Yum! Brands shares in Q2 2024, an estimated $10.8M.
  • Incline Global Management first reported a position in Yum! Brands in Q2 2017 and held it in 9 quarters.
  • Incline Global Management's Yum! Brands position peaked at $39.5M in Q3 2017.
  • 1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Incline Global Management's 13F filing for Q2 2024, filed 14 Aug 2024.