RGF
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Retirement Guys Formula’s Yum! Brands YUM Stock Holding History

Retirement Guys Formula’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
2025
Q1 		– Sell
-5,937
Closed -$796K – 168
2024
Q4 		$796K Buy
5,937
+596
+11% +$80.6K 0.4% 75
2024
Q3 		$746K Buy
5,341
+533
+11% +$70.9K 0.35% 85
2024
Q2 		$637K Buy
4,808
+333
+7% +$45.8K 0.31% 89
2024
Q1 		$620K Buy
+4,475
New +$598K 0.3% 91

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Guys Formula's YUM Position: Q1 2025 in Review

Retirement Guys Formula sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 5,937 shares — an estimated $796K sold.

Retirement Guys Formula first reported a position in YUM in Q1 2024 and held it in 4 quarters. The position peaked at $796K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Retirement Guys Formula reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 5,937 Yum! Brands shares in Q1 2025, an estimated $796K.
  • Retirement Guys Formula first reported a position in Yum! Brands in Q1 2024 and held it in 4 quarters.
  • Retirement Guys Formula's Yum! Brands position peaked at $796K in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.