MinichMacGregor Wealth Management’s Yum! Brands YUM Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-1,252	Closed	-$160K	–	679
2022 Q4	$160K	Buy	+1,252	New	+$152K	0.06%	91
2018 Q4	–	Sell	-45	Closed	-$4K	–	538
2018 Q3	$4K	Hold	45	–	–	﹤0.01%	419
2018 Q2	$3K	Sell	45 -122	-73%	-$10.2K	﹤0.01%	430
2018 Q1	$14K	Sell	167 -1	-0.6%	-$82	0.01%	258
2017 Q4	$13K	Hold	168	–	–	0.01%	270
2017 Q3	$12K	Hold	168	–	–	0.01%	258
2017 Q2	$12K	Hold	168	–	–	0.01%	251
2017 Q1	$10K	Buy	168 +2	+1%	+$130	0.01%	281
2016 Q4	$10K	Sell	166 -65	-28%	-$4.08K	0.01%	266
2016 Q3	$15K	Sell	231 -4	-2%	-$255	0.01%	214
2016 Q2	$14K	Hold	235	–	–	0.01%	215
2016 Q1	$13K	Sell	235 -189	-45%	-$9.92K	0.01%	214
2015 Q4	$27K	Buy	+424	New	+$22.1K	0.03%	144

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

MinichMacGregor Wealth Management's YUM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Yum! Brands (YUM) in Q1 2023, closing a stake of 1,252 shares — an estimated $160K sold.

MinichMacGregor Wealth Management first reported a position in YUM in Q4 2015 and held it in 13 quarters. The position peaked at $160K in Q4 2022. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Yum! Brands position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,252 Yum! Brands shares in Q1 2023, an estimated $160K.
MinichMacGregor Wealth Management first reported a position in Yum! Brands in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Yum! Brands position peaked at $160K in Q4 2022.
1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.