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Rockbridge Investment Management’s Yum! Brands YUM Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-40
Closed -$5.23K – 653
2023
Q4 		$5.23K Buy
+40
New +$4.99K ﹤0.01% 468
2022
Q1 		– Sell
-51
Closed -$7K – 856
2021
Q4 		$7K Hold
51
– – ﹤0.01% 627
2021
Q3 		$6K Hold
51
– – ﹤0.01% 601
2021
Q2 		$6K Hold
51
– – ﹤0.01% 598
2021
Q1 		$6K Hold
51
– – ﹤0.01% 569
2020
Q4 		$6K Sell
51
-340
-87% -$34.7K ﹤0.01% 556
2020
Q3 		$36K Hold
391
– – 0.01% 307
2020
Q2 		$34K Buy
+391
New +$33.4K 0.01% 274

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Rockbridge Investment Management's YUM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 40 shares — an estimated $5.23K sold.

Rockbridge Investment Management first reported a position in YUM in Q2 2020 and held it in 8 quarters. The position peaked at $36K in Q3 2020. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 40 Yum! Brands shares in Q1 2024, an estimated $5.23K.
  • Rockbridge Investment Management first reported a position in Yum! Brands in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Yum! Brands position peaked at $36K in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.