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Ridgewood Investments’s Yum! Brands YUM Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-13
Closed -$1.8K – 808
2023
Q2 		$1.8K Hold
13
– – ﹤0.01% 706
2023
Q1 		$1.72K Buy
+13
New +$1.67K ﹤0.01% 703

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ridgewood Investments's YUM Position: Q3 2023 in Review

Ridgewood Investments sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 13 shares — an estimated $1.8K sold.

Ridgewood Investments first reported a position in YUM in Q1 2023 and held it in 2 quarters. The position peaked at $1.8K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Ridgewood Investments reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 13 Yum! Brands shares in Q3 2023, an estimated $1.8K.
  • Ridgewood Investments first reported a position in Yum! Brands in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's Yum! Brands position peaked at $1.8K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.