KA
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Kozak & Associates’s Yum! Brands YUM Stock Holding History

Kozak & Associates’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
-230
Closed -$30.7K – 481
2024
Q3 		$30.7K Buy
230
+1
+0.4% +$133 0.01% 159
2024
Q2 		$29.7K Buy
229
+1
+0.4% +$138 0.01% 151
2024
Q1 		$32.3K Buy
228
+1
+0.4% +$134 0.01% 148
2023
Q4 		$29.5K Sell
227
-1,579
-87% -$197K 0.01% 167
2023
Q3 		$216K Sell
1,806
-790
-30% -$104K 0.08% 78
2023
Q2 		$356K Hold
2,596
– – 0.14% 60
2023
Q1 		$343K Hold
2,596
– – 0.15% 62
2022
Q4 		$332K Hold
2,596
– – 0.17% 57
2022
Q3 		$273K Hold
2,596
– – 0.17% 61
2022
Q2 		$295K Buy
2,596
+12
+0.5% +$1.4K 0.2% 50
2022
Q1 		$299K Hold
2,584
– – 0.19% 59
2021
Q4 		$299K Buy
2,584
+235
+10% +$30.1K 0.19% 59
2021
Q3 		$297K Buy
+2,349
New +$298K 0.18% 58
2020
Q4 		$244K Buy
+2,319
New +$237K 0.19% 61

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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