McClarren Financial Advisors’s Yum! Brands YUM Stock Holding History

McClarren Financial 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
2025 Q1	–	Sell	-898	Closed	-$120K	–	377
2024 Q4	$120K	Buy	+898	New	+$121K	0.34%	48
2024 Q3	–	Sell	-264	Closed	-$118K	–	367
2024 Q2	$118K	Sell	264 -633	-71%	-$87.1K	0.08%	97
2024 Q1	$125K	Buy	897 +1	+0.1%	+$134	0.09%	96
2023 Q4	$117K	Buy	896 +5	+0.6%	+$624	0.09%	97
2023 Q3	$111K	Hold	891	–	–	0.1%	94
2023 Q2	$123K	Buy	891 +5	+0.6%	+$678	0.1%	92
2023 Q1	$116K	Buy	886 +3	+0.3%	+$386	0.11%	92
2022 Q4	$113K	Buy	883 +4	+0.5%	+$484	0.11%	96
2022 Q3	$93K	Buy	+879	New	+$102K	0.09%	93
2022 Q2	–	Sell	-128	Closed	-$15K	–	298
2022 Q1	$15K	Hold	128	–	–	0.01%	191
2021 Q4	$18K	Buy	128 +2	+2%	+$256	0.01%	198
2021 Q3	$15K	Hold	126	–	–	0.01%	188
2021 Q2	$14K	Hold	126	–	–	0.01%	207
2021 Q1	$14K	Buy	126 +1	+0.8%	+$106	0.01%	178
2020 Q4	$13K	Buy	+125	New	+$12.8K	0.01%	159

Other funds holding YUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's YUM Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 898 shares — an estimated $120K sold.

McClarren Financial Advisors first reported a position in YUM in Q4 2020 and held it in 15 quarters. The position peaked at $125K in Q1 2024. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

McClarren Financial Advisors reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 898 Yum! Brands shares in Q1 2025, an estimated $120K.
McClarren Financial Advisors first reported a position in Yum! Brands in Q4 2020 and held it in 15 quarters.
McClarren Financial Advisors's Yum! Brands position peaked at $125K in Q1 2024.
1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.