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Legacy Capital Wealth Partners’s Yum! Brands YUM Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-2,367
Closed -$327K – 371
2024
Q1 		$327K Buy
+2,367
New +$316K 0.23% 87

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T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Capital Wealth Partners's YUM Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 2,367 shares — an estimated $327K sold.

Legacy Capital Wealth Partners first reported a position in YUM in Q1 2024 and held it in 1 quarter. The position peaked at $327K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,367 Yum! Brands shares in Q2 2024, an estimated $327K.
  • Legacy Capital Wealth Partners first reported a position in Yum! Brands in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Yum! Brands position peaked at $327K in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.