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Schubert & Co’s Yum! Brands YUM Stock Holding History

Schubert & Co’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
-39
Closed -$5.15K – 1560
2023
Q1 		$5.15K Buy
39
+4
+11% +$515 ﹤0.01% 439
2022
Q4 		$4.48K Sell
35
-2
-5% -$242 ﹤0.01% 476
2022
Q3 		$4K Buy
37
+4
+12% +$464 ﹤0.01% 549
2022
Q2 		$4K Buy
33
+14
+74% +$1.63K ﹤0.01% 507
2022
Q1 		$2K Buy
19
+5
+36% +$616 ﹤0.01% 519
2021
Q4 		$2K Buy
+14
New +$1.79K ﹤0.01% 478

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schubert & Co's YUM Position: Q2 2023 in Review

Schubert & Co sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 39 shares — an estimated $5.15K sold.

Schubert & Co first reported a position in YUM in Q4 2021 and held it in 6 quarters. The position peaked at $5.15K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

  • Schubert & Co reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 39 Yum! Brands shares in Q2 2023, an estimated $5.15K.
  • Schubert & Co first reported a position in Yum! Brands in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Yum! Brands position peaked at $5.15K in Q1 2023.
  • 1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.