SWM
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Shelton Wealth Management’s Yum! Brands YUM Stock Holding History

Shelton Wealth 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
2025
Q1 		– Sell
-400
Closed -$53.7K – 156
2024
Q4 		$53.7K Buy
+400
New +$54.1K 0.03% 137

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
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 $2.9T AUM 29.55% 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

Shelton Wealth Management's YUM Position: Q1 2025 in Review

Shelton Wealth Management sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 400 shares — an estimated $53.7K sold.

Shelton Wealth Management first reported a position in YUM in Q4 2024 and held it in 1 quarter. The position peaked at $53.7K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Shelton Wealth Management reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 400 Yum! Brands shares in Q1 2025, an estimated $53.7K.
  • Shelton Wealth Management first reported a position in Yum! Brands in Q4 2024 and held it in 1 quarter.
  • Shelton Wealth Management's Yum! Brands position peaked at $53.7K in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Shelton Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.