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Reston Wealth Management’s Yum! Brands YUM Stock Holding History

Reston Wealth Management’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
Q4 		– Sell
-5
Closed -$699 – 444
2024
Q3 		$699 Buy
+5
New +$665 ﹤0.01% 401

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State Street
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T. Rowe Price Investment Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Reston Wealth Management's YUM Position: Q4 2024 in Review

Reston Wealth Management sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 5 shares — an estimated $699 sold.

Reston Wealth Management first reported a position in YUM in Q3 2024 and held it in 1 quarter. The position peaked at $699 in Q3 2024. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Reston Wealth Management reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 5 Yum! Brands shares in Q4 2024, an estimated $699.
  • Reston Wealth Management first reported a position in Yum! Brands in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Yum! Brands position peaked at $699 in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.