Private Ocean’s Yum! Brands YUM Stock Holding History

Private Ocean’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 Q2	$59K	Hold	445	–	–	0.01%	246
2024 Q1	$61.7K	Hold	445	–	–	0.01%	223
2023 Q4	$58.2K	Hold	445	–	–	0.01%	234
2023 Q3	$55.6K	Hold	445	–	–	0.01%	217
2023 Q2	$61.7K	Hold	445	–	–	0.01%	232
2023 Q1	$58.8K	Sell	445 -1	-0.2%	-$129	0.01%	216
2022 Q4	$57K	Buy	446 +1	+0.2%	+$121	0.01%	212
2022 Q3	$47K	Hold	445	–	–	0.01%	221
2022 Q2	$50K	Hold	445	–	–	0.01%	213
2022 Q1	$53K	Hold	445	–	–	0.01%	238
2021 Q4	$62K	Buy	+445	New	+$56.9K	0.01%	232
2020 Q3	–	Sell	-5	Closed	–	–	548
2020 Q2	$0	Hold	5	–	–	﹤0.01%	585
2020 Q1	$0	Sell	5 -1	-17%	-$93	﹤0.01%	609
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	478
2019 Q3	$1K	Buy	+6	New	+$686	﹤0.01%	589
2018 Q1	–	Sell	-29	Closed	-$2K	–	532
2017 Q4	$2K	Buy	+29	New	+$2.29K	﹤0.01%	377
2014 Q1	–	Sell	-35	Closed	-$2K	–	228
2013 Q4	$2K	Buy	+35	New	+$1.8K	﹤0.01%	195

Other funds holding YUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Ocean's YUM Position: Q2 2024 in Review

Private Ocean held its Yum! Brands (YUM) position steady in Q2 2024 at 445 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #246.

Private Ocean first reported a position in YUM in Q4 2013 and has held it in 17 quarters since. The position peaked at $62K in Q4 2021. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

Private Ocean held 445 shares of Yum! Brands worth $59K as of Q2 2024.
Private Ocean left its Yum! Brands share count unchanged in Q2 2024.
Yum! Brands made up 0.01% of Private Ocean's portfolio in Q2 2024, its #246 holding.
Private Ocean first reported a position in Yum! Brands in Q4 2013 and has held it in 17 quarters since.
Private Ocean's Yum! Brands position peaked at $62K in Q4 2021.
1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.