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McNamara Financial Services’s Yum! Brands YUM Stock Holding History

McNamara Financial Services’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
Q4 		– Sell
-1,724
Closed -$215K – 67
2023
Q3 		$215K Hold
1,724
– – 0.05% 61
2023
Q2 		$231K Buy
1,724
+8
+0.5% +$1.08K 0.06% 61
2023
Q1 		$227K Buy
1,716
+8
+0.5% +$1.03K 0.06% 57
2022
Q4 		$219K Buy
+1,708
New +$207K 0.06% 59
2022
Q2 		– Sell
-1,685
Closed -$200K – 63
2022
Q1 		$200K Buy
1,685
+8
+0.5% +$986 0.05% 58
2021
Q4 		$233K Buy
1,677
+6
+0.4% +$767 0.06% 58
2021
Q3 		$204K Buy
+1,671
New +$212K 0.06% 60

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

McNamara Financial Services's YUM Position: Q4 2023 in Review

McNamara Financial Services sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 1,724 shares — an estimated $215K sold.

McNamara Financial Services first reported a position in YUM in Q3 2021 and held it in 7 quarters. The position peaked at $233K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • McNamara Financial Services reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • McNamara Financial Services sold 1,724 Yum! Brands shares in Q4 2023, an estimated $215K.
  • McNamara Financial Services first reported a position in Yum! Brands in Q3 2021 and held it in 7 quarters.
  • McNamara Financial Services's Yum! Brands position peaked at $233K in Q4 2021.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on McNamara Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.