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Richardson Financial Services’s Yum! Brands YUM Stock Holding History

Richardson Financial Services’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
-12
Closed -$1.63K – 662
2024
Q3 		$1.63K Buy
12
+6
+100% +$798 ﹤0.01% 518
2024
Q2 		$795 Hold
6
– – ﹤0.01% 525
2024
Q1 		$832 Buy
+6
New +$801 ﹤0.01% 568

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

Richardson Financial Services's YUM Position: Q4 2024 in Review

Richardson Financial Services sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 12 shares — an estimated $1.63K sold.

Richardson Financial Services first reported a position in YUM in Q1 2024 and held it in 3 quarters. The position peaked at $1.63K in Q3 2024. 1,261 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Richardson Financial Services reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 12 Yum! Brands shares in Q4 2024, an estimated $1.63K.
  • Richardson Financial Services first reported a position in Yum! Brands in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's Yum! Brands position peaked at $1.63K in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.