Kula Investments’s Yum! Brands YUM Stock Holding History

Kula Investments’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
2023 Q1	$744K	Buy	+5,632	New	+$725K	0.18%	201

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Kula Investments's YUM Position: Q1 2023 in Review

Kula Investments opened a new position in Yum! Brands (YUM) in Q1 2023: 5,632 shares worth $744K. The stake represents 0.18% of the portfolio and ranks #201 among its holdings.

1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

Kula Investments held 5,632 shares of Yum! Brands worth $744K as of Q1 2023.
Yum! Brands was a new Kula Investments position in Q1 2023.
Yum! Brands made up 0.18% of Kula Investments's portfolio in Q1 2023, its #201 holding.
1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.