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Morningstar Investment Services’s Yum! Brands YUM Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-3,651
Closed -$511K – 405
2024
Q3 		$511K Sell
3,651
-264
-7% -$35.1K 0.01% 270
2024
Q2 		$519K Buy
3,915
+67
+2% +$9.22K 0.01% 245
2024
Q1 		$528K Sell
3,848
-306
-7% -$40.9K 0.01% 223
2023
Q4 		$542K Buy
4,154
+2,316
+126% +$289K ﹤0.01% 282
2023
Q3 		$228K Sell
1,838
-140
-7% -$18.4K ﹤0.01% 264
2023
Q2 		$271K Buy
1,978
+290
+17% +$39.3K ﹤0.01% 227
2023
Q1 		$218K Sell
1,688
-1,237
-42% -$159K ﹤0.01% 222
2022
Q4 		$373K Buy
2,925
+114
+4% +$13.8K 0.01% 190
2022
Q3 		$320K Buy
2,811
+129
+5% +$15K ﹤0.01% 187
2022
Q2 		$305K Buy
2,682
+222
+9% +$25.8K ﹤0.01% 195
2022
Q1 		$299K Buy
2,460
+156
+7% +$19.2K ﹤0.01% 211
2021
Q4 		$320K Buy
+2,304
New +$295K ﹤0.01% 205
2016
Q2 		– Sell
-3,585
Closed -$211K – 232
2016
Q1 		$211K Sell
3,585
-21,683
-86% -$1.14M 0.01% 205
2015
Q4 		$1.33M Sell
25,268
-1,656
-6% -$86.5K 0.05% 151
2015
Q3 		$1.55M Sell
26,924
-3,017
-10% -$183K 0.07% 151
2015
Q2 		$1.94M Sell
29,941
-1,693
-5% -$107K 0.08% 145
2015
Q1 		$1.79M Buy
31,634
+4,158
+15% +$227K 0.08% 138
2014
Q4 		$1.44M Buy
27,476
+9,485
+53% +$494K 0.07% 143
2014
Q3 		$931K Buy
+17,991
New +$957K 0.05% 154

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morningstar Investment Services's YUM Position: Q4 2024 in Review

Morningstar Investment Services sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 3,651 shares — an estimated $511K sold.

Morningstar Investment Services first reported a position in YUM in Q3 2014 and held it in 19 quarters. The position peaked at $1.94M in Q2 2015. 1,260 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Morningstar Investment Services reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,651 Yum! Brands shares in Q4 2024, an estimated $511K.
  • Morningstar Investment Services first reported a position in Yum! Brands in Q3 2014 and held it in 19 quarters.
  • Morningstar Investment Services's Yum! Brands position peaked at $1.94M in Q2 2015.
  • 1,260 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.