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Lake Street Advisors Group’s Yum! Brands YUM Stock Holding History

Lake Street Advisors Group’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 		$392K Buy
2,922
+60
+2% +$8.12K 0.02% 381
2024
Q3 		$400K Sell
2,862
-129
-4% -$17.1K 0.02% 380
2024
Q2 		$396K Buy
2,991
+183
+7% +$25.2K 0.02% 377
2024
Q1 		$389K Buy
2,808
+61
+2% +$8.14K 0.02% 394
2023
Q4 		$359K Buy
+2,747
New +$343K 0.02% 391
2021
Q3 		– Sell
-1,876
Closed -$250K – 438
2021
Q2 		$250K Buy
1,876
+2
+0.1% +$236 0.02% 275
2021
Q1 		$203K Buy
+1,874
New +$198K 0.02% 309

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lake Street Advisors Group's YUM Position: Q4 2024 in Review

Lake Street Advisors Group increased its Yum! Brands (YUM) stake by 2.1% in Q4 2024, buying an estimated $8.12K and bringing the position to 2,922 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #381.

Lake Street Advisors Group first reported a position in YUM in Q1 2021 and has held it in 7 quarters since. The position peaked at $400K in Q3 2024. 1,260 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Lake Street Advisors Group held 2,922 shares of Yum! Brands worth $392K as of Q4 2024.
  • Lake Street Advisors Group bought 60 Yum! Brands shares in Q4 2024, an estimated $8.12K.
  • Yum! Brands made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #381 holding.
  • Lake Street Advisors Group first reported a position in Yum! Brands in Q1 2021 and has held it in 7 quarters since.
  • Lake Street Advisors Group's Yum! Brands position peaked at $400K in Q3 2024.
  • 1,260 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.