Piershale Financial Group’s Yum! Brands YUM Stock Holding History

Piershale Financial Group’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
2023 Q2	$122K	Buy	883 +3	+0.3%	+$407	0.08%	24
2023 Q1	$116K	Buy	880 +5	+0.6%	+$643	0.09%	17
2022 Q4	$112K	Buy	+875	New	+$106K	0.09%	18
2016 Q4	–	Sell	-1,102	Closed	-$72K	–	144
2016 Q3	$72K	Buy	1,102 +6	+0.5%	+$383	0.05%	27
2016 Q2	$65K	Buy	1,096 +5	+0.5%	+$295	0.05%	28
2016 Q1	$64K	Buy	1,091 +23	+2%	+$1.21K	0.04%	26
2015 Q4	$56K	Buy	1,068 +7	+0.7%	+$366	0.03%	38
2015 Q3	$61K	Buy	1,061 +4	+0.4%	+$242	0.05%	28
2015 Q2	$68K	Buy	1,057 +4	+0.4%	+$253	0.05%	27
2015 Q1	$60K	Buy	1,053 +138	+15%	+$7.53K	0.05%	28
2014 Q4	$48K	Buy	915 +5	+0.5%	+$260	0.03%	44
2014 Q3	$47K	Buy	910 +4	+0.4%	+$213	0.04%	42
2014 Q2	$53K	Buy	906 +5	+0.6%	+$278	0.04%	48
2014 Q1	$49K	Buy	901 +5	+0.6%	+$263	0.06%	44
2013 Q4	$49K	Buy	896 +4	+0.4%	+$206	0.07%	33
2013 Q3	$46K	Sell	892 -59,209	-99%	-$3.07M	0.04%	44
2013 Q2	$3M	Buy	+60,101	New	+$2.98M	5.78%	8

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Piershale Financial Group's YUM Position: Q2 2023 in Review

Piershale Financial Group increased its Yum! Brands (YUM) stake by 0.34% in Q2 2023, buying an estimated $407 and bringing the position to 883 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #24.

Piershale Financial Group first reported a position in YUM in Q2 2013 and has held it in 17 quarters since. The position peaked at $3M in Q2 2013. 1,171 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Piershale Financial Group held 883 shares of Yum! Brands worth $122K as of Q2 2023.
Piershale Financial Group bought 3 Yum! Brands shares in Q2 2023, an estimated $407.
Yum! Brands made up 0.08% of Piershale Financial Group's portfolio in Q2 2023, its #24 holding.
Piershale Financial Group first reported a position in Yum! Brands in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's Yum! Brands position peaked at $3M in Q2 2013.
1,171 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.