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Keynote Financial Services’s Yum! Brands YUM Stock Holding History

Keynote Financial Services’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
Q4 		– Sell
-1,460
Closed -$204K – 160
2024
Q3 		$204K Buy
+1,460
New +$194K 0.16% 142
2024
Q2 		– Sell
-1,460
Closed -$202K – 159
2024
Q1 		$202K Buy
+1,460
New +$195K 0.17% 133

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Keynote Financial Services's YUM Position: Q4 2024 in Review

Keynote Financial Services sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 1,460 shares — an estimated $204K sold.

Keynote Financial Services first reported a position in YUM in Q1 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 1,261 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Keynote Financial Services reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Keynote Financial Services sold 1,460 Yum! Brands shares in Q4 2024, an estimated $204K.
  • Keynote Financial Services first reported a position in Yum! Brands in Q1 2024 and held it in 2 quarters.
  • Keynote Financial Services's Yum! Brands position peaked at $204K in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Keynote Financial Services's 13F filing for Q4 2024, filed 5 Feb 2025.