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Sheaff Brock Investment Advisors’s Yum! Brands YUM Stock Holding History

Sheaff Brock Investment Advisors’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
2022
Q2 		– Sell
-3,000
Closed -$356K – 552
2022
Q1 		$356K Buy
+3,000
New +$370K 0.02% 335

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's YUM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Yum! Brands (YUM) stake by 14% in Q1 2025, selling an estimated $86.3K and leaving 3,823 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #235.

Sheaff Brock Investment Advisors first reported a position in YUM in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.59M in Q2 2016. 1,346 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,823 shares of Yum! Brands worth $602K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 599 Yum! Brands shares in Q1 2025, an estimated $86.3K.
  • Yum! Brands made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #235 holding.
  • Sheaff Brock Investment Advisors first reported a position in Yum! Brands in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Yum! Brands position peaked at $1.59M in Q2 2016.
  • 1,346 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.