RWMG
YUM icon

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

Redwood 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
2024
Q3 		– Sell
-222
Closed -$29.4K – 1128
2024
Q2 		$29.4K Buy
+222
New +$30.6K 0.02% 386

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Redwood Wealth Management Group's YUM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 222 shares — an estimated $29.4K sold.

Redwood Wealth Management Group first reported a position in YUM in Q2 2024 and held it in 1 quarter. The position peaked at $29.4K in Q2 2024. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 222 Yum! Brands shares in Q3 2024, an estimated $29.4K.
  • Redwood Wealth Management Group first reported a position in Yum! Brands in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Yum! Brands position peaked at $29.4K in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.