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SpiderRock Advisors’s Yum! Brands YUM Stock Holding History

SpiderRock 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
Q3 		$10.3M Hold
73,700
– – 0.16% 100
2024
Q2 		$9.76M Hold
73,700
– – 0.2% 78
2024
Q1 		$10M Buy
+73,700
New +$9.84M 0.25% 76
2023
Q4 		– Hold
0
– – – 53

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SpiderRock Advisors's YUM Position: Q3 2024 in Review

SpiderRock Advisors increased its Yum! Brands (YUM) stake by 0.48% in Q3 2024, buying an estimated $40K and bringing the position to 62,777 shares worth $8.77M. The position accounts for 0.14% of the portfolio, ranked #118.

SpiderRock Advisors first reported a position in YUM in Q1 2024 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • SpiderRock Advisors held 62,777 shares of Yum! Brands worth $8.77M as of Q3 2024.
  • SpiderRock Advisors bought 301 Yum! Brands shares in Q3 2024, an estimated $40K.
  • Yum! Brands made up 0.14% of SpiderRock Advisors's portfolio in Q3 2024, its #118 holding.
  • SpiderRock Advisors first reported a position in Yum! Brands in Q1 2024 and has held it in 3 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.