LIA
YUM icon

LBMC Investment Advisors’s Yum! Brands YUM Stock Holding History

LBMC Investment Advisors’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
Q1 		– Sell
-1,893
Closed -$247K – 187
2023
Q4 		$247K Hold
1,893
– – 0.02% 138
2023
Q3 		$233K Buy
+1,893
New +$249K 0.02% 135

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LBMC Investment Advisors's YUM Position: Q1 2024 in Review

LBMC Investment Advisors sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 1,893 shares — an estimated $247K sold.

LBMC Investment Advisors first reported a position in YUM in Q3 2023 and held it in 2 quarters. The position peaked at $247K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • LBMC Investment Advisors reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,893 Yum! Brands shares in Q1 2024, an estimated $247K.
  • LBMC Investment Advisors first reported a position in Yum! Brands in Q3 2023 and held it in 2 quarters.
  • LBMC Investment Advisors's Yum! Brands position peaked at $247K in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on LBMC Investment Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.