MCM
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Monument Capital Management’s Yum! Brands YUM Stock Holding History

Monument Capital 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
2025
Q3 		– Sell
-1,415
Closed -$210K – 259
2025
Q2 		$210K Buy
1,415
+133
+10% +$19.4K 0.05% 210
2025
Q1 		$202K Buy
+1,282
New +$185K 0.06% 190
2024
Q2 		– Sell
-1,491
Closed -$207K – 201
2024
Q1 		$207K Sell
1,491
-139
-9% -$18.6K 0.06% 184
2023
Q4 		$213K Sell
1,630
-200
-11% -$25K 0.07% 172
2023
Q3 		$229K Sell
1,830
-217
-11% -$28.5K 0.08% 151
2023
Q2 		$284K Buy
2,047
+179
+10% +$24.3K 0.09% 135
2023
Q1 		$247K Buy
1,868
+235
+14% +$30.2K 0.08% 129
2022
Q4 		$209K Buy
+1,633
New +$198K 0.07% 151
2018
Q4 		– Sell
-26
Closed -$2K – 314
2018
Q3 		$2K Buy
+26
New +$2.17K ﹤0.01% 251

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return