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Otter Creek Advisors’s Yum! Brands YUM Stock Holding History

Otter Creek 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
Q1 		– Sell
-28,130
Closed -$3.67M – 58
2023
Q4 		$3.67M Buy
+28,130
New +$3.51M 2.18% 9
2018
Q3 		– Sell
-27,315
Closed -$2.14M – 85
2018
Q2 		$2.14M Buy
+27,315
New +$2.28M 0.45% 61

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

Otter Creek Advisors's YUM Position: Q1 2024 in Review

Otter Creek Advisors sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 28,130 shares — an estimated $3.67M sold.

Otter Creek Advisors first reported a position in YUM in Q2 2018 and held it in 2 quarters. The position peaked at $3.67M in Q4 2023. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Otter Creek Advisors reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Otter Creek Advisors sold 28,130 Yum! Brands shares in Q1 2024, an estimated $3.67M.
  • Otter Creek Advisors first reported a position in Yum! Brands in Q2 2018 and held it in 2 quarters.
  • Otter Creek Advisors's Yum! Brands position peaked at $3.67M in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Otter Creek Advisors's 13F filing for Q1 2024, filed 10 May 2024.