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IRON Financial’s Yum! Brands YUM Stock Holding History

IRON Financial’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
Q3 		– Sell
-4,907
Closed -$650K – 126
2024
Q2 		$650K Buy
4,907
+29
+0.6% +$3.99K 0.36% 52
2024
Q1 		$676K Buy
+4,878
New +$651K 0.38% 55

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

IRON Financial's YUM Position: Q3 2024 in Review

IRON Financial sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 4,907 shares — an estimated $650K sold.

IRON Financial first reported a position in YUM in Q1 2024 and held it in 2 quarters. The position peaked at $676K in Q1 2024. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • IRON Financial reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • IRON Financial sold 4,907 Yum! Brands shares in Q3 2024, an estimated $650K.
  • IRON Financial first reported a position in Yum! Brands in Q1 2024 and held it in 2 quarters.
  • IRON Financial's Yum! Brands position peaked at $676K in Q1 2024.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on IRON Financial's 13F filing for Q3 2024, filed 28 Oct 2024.