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Moloney Securities Asset Management’s Yum! Brands YUM Stock Holding History

Moloney Securities Asset 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
Q4 		– Sell
-7,295
Closed -$911K – 478
2023
Q3 		$911K Buy
7,295
+1,434
+24% +$189K 0.16% 146
2023
Q2 		$812K Buy
+5,861
New +$795K 0.14% 168
2019
Q4 		– Sell
-4,098
Closed -$465K – 375
2019
Q3 		$465K Buy
+4,098
New +$468K 0.16% 162

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

Moloney Securities Asset Management's YUM Position: Q4 2023 in Review

Moloney Securities Asset Management sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 7,295 shares — an estimated $911K sold.

Moloney Securities Asset Management first reported a position in YUM in Q3 2019 and held it in 3 quarters. The position peaked at $911K in Q3 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Moloney Securities Asset Management reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 7,295 Yum! Brands shares in Q4 2023, an estimated $911K.
  • Moloney Securities Asset Management first reported a position in Yum! Brands in Q3 2019 and held it in 3 quarters.
  • Moloney Securities Asset Management's Yum! Brands position peaked at $911K in Q3 2023.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Moloney Securities Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.