NERM
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New England Research & Management’s Yum! Brands YUM Stock Holding History

New England Research & 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
2024
Q1 		– Sell
-13,251
Closed -$1.73M – 174
2023
Q4 		$1.73M Sell
13,251
-199
-1% -$24.8K 0.92% 32
2023
Q3 		$1.68M Buy
+13,450
New +$1.77M 0.96% 34
2015
Q1 		– Sell
-7,511
Closed -$393K – 186
2014
Q4 		$393K Sell
7,511
-1,426
-16% -$74.3K 0.34% 122
2014
Q3 		$462K Buy
+8,937
New +$476K 0.4% 104
2014
Q1 		– Sell
-10,697
Closed -$581K – 159
2013
Q4 		$581K Buy
+10,697
New +$550K 0.56% 73

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
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
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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

New England Research & Management's YUM Position: Q1 2024 in Review

New England Research & Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 13,251 shares — an estimated $1.73M sold.

New England Research & Management first reported a position in YUM in Q4 2013 and held it in 5 quarters. The position peaked at $1.73M in Q4 2023. 1,236 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • New England Research & Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • New England Research & Management sold 13,251 Yum! Brands shares in Q1 2024, an estimated $1.73M.
  • New England Research & Management first reported a position in Yum! Brands in Q4 2013 and held it in 5 quarters.
  • New England Research & Management's Yum! Brands position peaked at $1.73M in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on New England Research & Management's 13F filing for Q1 2024, filed 16 Apr 2024.