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Northwest Financial Advisors’s Yum! Brands YUM Stock Holding History

Northwest Financial Advisors’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
-161
Closed -$22.5K – 562
2024
Q3 		$22.5K Buy
+161
New +$21.4K 0.02% 308
2024
Q1 		– Sell
-161
Closed -$21K – 554
2023
Q4 		$21K Buy
+161
New +$20.1K 0.02% 294

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
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
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 $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northwest Financial Advisors's YUM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 161 shares — an estimated $22.5K sold.

Northwest Financial Advisors first reported a position in YUM in Q4 2023 and held it in 2 quarters. The position peaked at $22.5K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 161 Yum! Brands shares in Q4 2024, an estimated $22.5K.
  • Northwest Financial Advisors first reported a position in Yum! Brands in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Yum! Brands position peaked at $22.5K in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.