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Opal Wealth Advisors’s Yum! Brands YUM Stock Holding History

Opal Wealth 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
Q3 		– Sell
-3
Closed -$398 – 1203
2024
Q2 		$398 Hold
3
– – ﹤0.01% 1184
2024
Q1 		$416 Buy
+3
New +$401 ﹤0.01% 330

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 $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $79.8B AUM 16.05% 1-Year Est. Return

Opal Wealth Advisors's YUM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 3 shares — an estimated $398 sold.

Opal Wealth Advisors first reported a position in YUM in Q1 2024 and held it in 2 quarters. The position peaked at $416 in Q1 2024. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 3 Yum! Brands shares in Q3 2024, an estimated $398.
  • Opal Wealth Advisors first reported a position in Yum! Brands in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Yum! Brands position peaked at $416 in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.