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Provence Wealth Management Group’s Yum! Brands YUM Stock Holding History

Provence Wealth Management 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
Q4 		$653 Hold
5
– – ﹤0.01% 427
2023
Q3 		$625 Buy
+5
New +$658 ﹤0.01% 436

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Provence Wealth Management Group's YUM Position: Q4 2023 in Review

Provence Wealth Management Group held its Yum! Brands (YUM) position steady in Q4 2023 at 5 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Provence Wealth Management Group first reported a position in YUM in Q3 2023 and has held it in 2 quarters since. 1,214 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Provence Wealth Management Group held 5 shares of Yum! Brands worth $653 as of Q4 2023.
  • Provence Wealth Management Group left its Yum! Brands share count unchanged in Q4 2023.
  • Yum! Brands made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #427 holding.
  • Provence Wealth Management Group first reported a position in Yum! Brands in Q3 2023 and has held it in 2 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.