Main Street Research’s Yum! Brands YUM Stock Holding History

Main Street Research’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 Q3	–	Sell	-1,701	Closed	-$236K	–	101
2023 Q2	$236K	Hold	1,701	–	–	0.04%	83
2023 Q1	$225K	Hold	1,701	–	–	0.04%	84
2022 Q4	$218K	Buy	+1,701	New	+$206K	0.05%	89
2022 Q3	–	Sell	-1,883	Closed	-$214K	–	104
2022 Q2	$214K	Hold	1,883	–	–	0.06%	81
2022 Q1	$223K	Buy	1,883 +182	+11%	+$22.4K	0.02%	112
2021 Q4	$236K	Hold	1,701	–	–	0.02%	128
2021 Q3	$208K	Buy	+1,701	New	+$216K	0.02%	130
2021 Q2	–	Sell	-3,585	Closed	-$388K	–	150
2021 Q1	$388K	Buy	+3,585	New	+$379K	0.04%	92
2020 Q1	–	Sell	-2,008	Closed	-$202K	–	112
2019 Q4	$202K	Sell	2,008 -125	-6%	-$12.9K	0.03%	104
2019 Q3	$242K	Sell	2,133 -365	-15%	-$41.7K	0.05%	87
2019 Q2	$276K	Hold	2,498	–	–	0.06%	77
2019 Q1	$249K	Hold	2,498	–	–	0.08%	76
2018 Q4	$230K	Buy	+2,498	New	+$223K	0.09%	69
2016 Q1	–	Sell	-121,400	Closed	-$6.38M	–	114
2015 Q4	$6.38M	Sell	121,400 -906	-0.7%	-$47.3K	1.36%	36
2015 Q3	$6.24M	Buy	122,306 +7,444	+6%	+$451K	1.46%	29
2015 Q2	$7.44M	Buy	114,862 +11,181	+11%	+$708K	1.52%	26
2015 Q1	$5.87M	Sell	103,681 -2,587	-2%	-$141K	1.26%	35
2014 Q4	$5.57M	Buy	106,268 +459	+0.4%	+$23.9K	1.19%	40
2014 Q3	$5.47M	Sell	105,809 -2,323	-2%	-$124K	1.22%	33
2014 Q2	$6.31M	Buy	108,132 +1,170	+1%	+$65.1K	1.49%	25
2014 Q1	$5.8M	Buy	106,962 +2,133	+2%	+$112K	1.41%	28
2013 Q4	$5.7M	Sell	104,829 -218	-0.2%	-$11.2K	1.42%	27
2013 Q3	$5.39M	Sell	105,047 -2,529	-2%	-$131K	1.46%	23
2013 Q2	$5.36M	Buy	+107,576	New	+$5.33M	1.62%	19

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Main Street Research's YUM Position: Q3 2023 in Review

Main Street Research sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 1,701 shares — an estimated $236K sold.

Main Street Research first reported a position in YUM in Q2 2013 and held it in 24 quarters. The position peaked at $7.44M in Q2 2015. 1,128 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Main Street Research reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Main Street Research sold 1,701 Yum! Brands shares in Q3 2023, an estimated $236K.
Main Street Research first reported a position in Yum! Brands in Q2 2013 and held it in 24 quarters.
Main Street Research's Yum! Brands position peaked at $7.44M in Q2 2015.
1,128 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Main Street Research's 13F filing for Q3 2023, filed 3 Nov 2023.