Institutional & Family Asset Management’s Yum! Brands YUM Stock Holding History

Institutional & Family Asset 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
2024 Q2	–	Sell	-26	Closed	-$3.6K	–	785
2024 Q1	$3.6K	Hold	26	–	–	﹤0.01%	528
2023 Q4	$3.4K	Hold	26	–	–	﹤0.01%	525
2023 Q3	$3.25K	Sell	26 -20	-43%	-$2.63K	﹤0.01%	519
2023 Q2	$6.37K	Hold	46	–	–	﹤0.01%	441
2023 Q1	$6.08K	Hold	46	–	–	﹤0.01%	451
2022 Q4	$5.89K	Hold	46	–	–	﹤0.01%	445
2022 Q3	$5K	Hold	46	–	–	﹤0.01%	498
2022 Q2	$5K	Hold	46	–	–	﹤0.01%	507
2022 Q1	$5K	Hold	46	–	–	﹤0.01%	562
2021 Q4	$6K	Hold	46	–	–	﹤0.01%	546
2021 Q3	$6K	Hold	46	–	–	﹤0.01%	644
2021 Q2	$5K	Hold	46	–	–	﹤0.01%	730
2021 Q1	$5K	Hold	46	–	–	﹤0.01%	702
2020 Q4	$5K	Hold	46	–	–	﹤0.01%	660
2020 Q3	$4K	Hold	46	–	–	﹤0.01%	630
2020 Q2	$4K	Hold	46	–	–	﹤0.01%	622
2020 Q1	$3K	Hold	46	–	–	﹤0.01%	608
2019 Q4	$5K	Hold	46	–	–	﹤0.01%	609
2019 Q3	$5K	Hold	46	–	–	﹤0.01%	575
2019 Q2	$5K	Hold	46	–	–	﹤0.01%	608
2019 Q1	$5K	Hold	46	–	–	﹤0.01%	608
2018 Q4	$4K	Hold	46	–	–	﹤0.01%	622
2018 Q3	$4K	Hold	46	–	–	﹤0.01%	654
2018 Q2	$4K	Hold	46	–	–	﹤0.01%	644
2018 Q1	$4K	Buy	+46	New	+$3.77K	﹤0.01%	634

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

Institutional & Family Asset Management's YUM Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 26 shares — an estimated $3.6K sold.

Institutional & Family Asset Management first reported a position in YUM in Q1 2018 and held it in 25 quarters. The position peaked at $6.37K in Q2 2023. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

Institutional & Family Asset Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 26 Yum! Brands shares in Q2 2024, an estimated $3.6K.
Institutional & Family Asset Management first reported a position in Yum! Brands in Q1 2018 and held it in 25 quarters.
Institutional & Family Asset Management's Yum! Brands position peaked at $6.37K in Q2 2023.
1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.