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Marcum Wealth’s Yum! Brands YUM Stock Holding History

Marcum Wealth’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
2025
Q1 		$372K Sell
2,362
-34
-1% -$4.9K 0.03% 241
2024
Q4 		$321K Buy
2,396
+13
+0.5% +$1.76K 0.03% 272
2024
Q3 		$333K Sell
2,383
-94
-4% -$12.5K 0.03% 262
2024
Q2 		$328K Buy
2,477
+82
+3% +$11.3K 0.03% 254
2024
Q1 		$332K Buy
2,395
+8
+0.3% +$1.07K 0.03% 251
2023
Q4 		$312K Sell
2,387
-4
-0.2% -$499 0.03% 247
2023
Q3 		$299K Sell
2,391
-71
-3% -$9.34K 0.04% 243
2023
Q2 		$341K Buy
2,462
+10
+0.4% +$1.36K 0.04% 223
2023
Q1 		$324K Sell
2,452
-14
-0.6% -$1.8K 0.04% 232
2022
Q4 		$316K Buy
2,466
+34
+1% +$4.12K 0.04% 231
2022
Q3 		$259K Buy
2,432
+21
+0.9% +$2.44K 0.04% 258
2022
Q2 		$274K Buy
2,411
+396
+20% +$46K 0.04% 250
2022
Q1 		$239K Sell
2,015
-29
-1% -$3.57K 0.03% 291
2021
Q4 		$284K Hold
2,044
– – 0.04% 266
2021
Q3 		$250K Buy
2,044
+122
+6% +$15.5K 0.04% 267
2021
Q2 		$221K Buy
1,922
+10
+0.5% +$1.18K 0.04% 267
2021
Q1 		$207K Buy
+1,912
New +$202K 0.03% 278

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's YUM Position: Q1 2025 in Review

Marcum Wealth reduced its Yum! Brands (YUM) stake by 1.4% in Q1 2025, selling an estimated $4.9K and leaving 2,362 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #241.

Marcum Wealth first reported a position in YUM in Q1 2021 and has held it in 17 quarters since. 1,346 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Marcum Wealth held 2,362 shares of Yum! Brands worth $372K as of Q1 2025.
  • Marcum Wealth sold 34 Yum! Brands shares in Q1 2025, an estimated $4.9K.
  • Yum! Brands made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #241 holding.
  • Marcum Wealth first reported a position in Yum! Brands in Q1 2021 and has held it in 17 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.