La Financiere de L'Echiquier’s Yum! Brands YUM Stock Holding History

La Financiere de L'Echiquier’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	$2.98M	Sell	22,498 -73,240	-77%	-$10.1M	0.13%	56
2024 Q1	$13.3M	Sell	95,738 -11,367	-11%	-$1.52M	0.57%	39
2023 Q4	$14M	Sell	107,105 -355,311	-77%	-$44.3M	0.65%	39
2023 Q3	$57.8M	Buy	462,416 +16,903	+4%	+$2.22M	2.99%	12
2023 Q2	$61.7M	Buy	445,513 +15,121	+4%	+$2.05M	3.09%	9
2023 Q1	$56.8M	Buy	430,392 +175,989	+69%	+$22.6M	2.98%	8
2022 Q4	$32.6M	Buy	254,403 +175,455	+222%	+$21.3M	2.06%	14
2022 Q3	$8.4M	Buy	+78,948	New	+$9.16M	0.53%	40

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

La Financiere de L'Echiquier's YUM Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its Yum! Brands (YUM) stake by 77% in Q2 2024, selling an estimated $10.1M and leaving 22,498 shares worth $2.98M. The position accounts for 0.13% of the portfolio, ranked #56.

La Financiere de L'Echiquier first reported a position in YUM in Q3 2022 and has held it in 8 quarters since. The position peaked at $61.7M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

La Financiere de L'Echiquier held 22,498 shares of Yum! Brands worth $2.98M as of Q2 2024.
La Financiere de L'Echiquier sold 73,240 Yum! Brands shares in Q2 2024, an estimated $10.1M.
Yum! Brands made up 0.13% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #56 holding.
La Financiere de L'Echiquier first reported a position in Yum! Brands in Q3 2022 and has held it in 8 quarters since.
La Financiere de L'Echiquier's Yum! Brands position peaked at $61.7M in Q2 2023.
1,205 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.