SFA
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Souders Financial Advisors’s Yum! Brands YUM Stock Holding History

Souders Financial 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
2024
Q2 		– Sell
-23,758
Closed -$3.29M – 174
2024
Q1 		$3.29M Buy
23,758
+549
+2% +$73.3K 0.52% 56
2023
Q4 		$3.03M Buy
23,209
+328
+1% +$40.9K 0.52% 57
2023
Q3 		$2.86M Buy
22,881
+494
+2% +$65K 0.55% 58
2023
Q2 		$3.1M Sell
22,387
-1,767
-7% -$240K 0.59% 51
2023
Q1 		$3.19M Buy
24,154
+178
+0.7% +$22.9K 0.68% 45
2022
Q4 		$3.07M Buy
23,976
+537
+2% +$65K 0.7% 43
2022
Q3 		$2.49M Sell
23,439
-385
-2% -$44.7K 0.68% 48
2022
Q2 		$2.7M Buy
23,824
+1,040
+5% +$121K 0.78% 38
2022
Q1 		$2.7M Buy
22,784
+555
+2% +$68.4K 0.78% 41
2021
Q4 		$3.09M Buy
22,229
+413
+2% +$52.8K 0.89% 36
2021
Q3 		$2.67M Buy
21,816
+329
+2% +$41.7K 0.86% 42
2021
Q2 		$2.47M Buy
21,487
+665
+3% +$78.4K 0.83% 42
2021
Q1 		$2.25M Buy
+20,822
New +$2.2M 0.88% 39

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
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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return