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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Souders Financial Advisors's YUM Position: Q2 2024 in Review

Souders Financial Advisors sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 23,758 shares — an estimated $3.29M sold.

Souders Financial Advisors first reported a position in YUM in Q1 2021 and held it in 13 quarters. The position peaked at $3.29M in Q1 2024. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Souders Financial Advisors reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 23,758 Yum! Brands shares in Q2 2024, an estimated $3.29M.
  • Souders Financial Advisors first reported a position in Yum! Brands in Q1 2021 and held it in 13 quarters.
  • Souders Financial Advisors's Yum! Brands position peaked at $3.29M in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Souders Financial Advisors's 13F filing for Q2 2024, filed 28 Aug 2024.