Ritter Daniher Financial Advisory’s Yum! Brands YUM Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	–	Sell	-500	Closed	-$66K	–	342
2023 Q1	$66K	Hold	500	–	–	0.03%	118
2022 Q4	$64K	Hold	500	–	–	0.03%	131
2022 Q3	$53K	Hold	500	–	–	0.04%	116
2022 Q2	$57K	Hold	500	–	–	0.04%	107
2022 Q1	$59K	Sell	500 -500	-50%	-$61.6K	0.04%	107
2021 Q4	$139K	Buy	1,000 +500	+100%	+$63.9K	0.09%	75
2021 Q3	$61K	Hold	500	–	–	0.04%	105
2021 Q2	$58K	Hold	500	–	–	0.04%	97
2021 Q1	$54K	Hold	500	–	–	0.04%	91
2020 Q4	$54K	Buy	+500	New	+$51K	0.05%	89

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's YUM Position: Q2 2023 in Review

Ritter Daniher Financial Advisory sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 500 shares — an estimated $66K sold.

Ritter Daniher Financial Advisory first reported a position in YUM in Q4 2020 and held it in 10 quarters. The position peaked at $139K in Q4 2021. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Ritter Daniher Financial Advisory reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 500 Yum! Brands shares in Q2 2023, an estimated $66K.
Ritter Daniher Financial Advisory first reported a position in Yum! Brands in Q4 2020 and held it in 10 quarters.
Ritter Daniher Financial Advisory's Yum! Brands position peaked at $139K in Q4 2021.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.