Parnassus Investments
YUM icon

Parnassus Investments’s Yum! Brands YUM Stock Holding History

Parnassus Investments’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
-3,029
Closed -$396K – 143
2023
Q4 		$396K Buy
3,029
+216
+8% +$27K ﹤0.01% 125
2023
Q3 		$351K Buy
2,813
+124
+5% +$16.3K ﹤0.01% 131
2023
Q2 		$373K Buy
+2,689
New +$365K ﹤0.01% 124

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Parnassus Investments's YUM Position: Q1 2024 in Review

Parnassus Investments sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 3,029 shares — an estimated $396K sold.

Parnassus Investments first reported a position in YUM in Q2 2023 and held it in 3 quarters. The position peaked at $396K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Parnassus Investments reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Parnassus Investments sold 3,029 Yum! Brands shares in Q1 2024, an estimated $396K.
  • Parnassus Investments first reported a position in Yum! Brands in Q2 2023 and held it in 3 quarters.
  • Parnassus Investments's Yum! Brands position peaked at $396K in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Parnassus Investments's 13F filing for Q1 2024, filed 9 May 2024.