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

MorganRosel 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
2025
Q3 		– Sell
-260
Closed -$38.5K – 357
2025
Q2 		$38.5K Hold
260
– – 0.01% 196
2025
Q1 		$40.9K Buy
+260
New +$37.5K 0.01% 177

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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

MorganRosel Wealth Management's YUM Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 260 shares — an estimated $38.5K sold.

MorganRosel Wealth Management first reported a position in YUM in Q1 2025 and held it in 2 quarters. The position peaked at $40.9K in Q1 2025. 1,327 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 260 Yum! Brands shares in Q3 2025, an estimated $38.5K.
  • MorganRosel Wealth Management first reported a position in Yum! Brands in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Yum! Brands position peaked at $40.9K in Q1 2025.
  • 1,327 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.