Sterling Investment Advisors (Pennsylvania)’s Yum! Brands YUM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-304	Closed	-$35K	–	542
2022 Q2	$35K	Hold	304	–	–	0.01%	263
2022 Q1	$36K	Sell	304 -40	-12%	-$4.93K	0.01%	291
2021 Q4	$48K	Hold	344	–	–	0.01%	258
2021 Q3	$42K	Hold	344	–	–	0.01%	270
2021 Q2	$40K	Hold	344	–	–	0.01%	281
2021 Q1	$37K	Buy	344 +40	+13%	+$4.23K	0.01%	266
2020 Q4	$33K	Hold	304	–	–	0.01%	261
2020 Q3	$28K	Hold	304	–	–	0.01%	261
2020 Q2	$26K	Hold	304	–	–	0.01%	269
2020 Q1	$20K	Hold	304	–	–	0.01%	263
2019 Q4	$30K	Hold	304	–	–	0.01%	261
2019 Q3	$34K	Hold	304	–	–	0.02%	249
2019 Q2	$34K	Hold	304	–	–	0.02%	246
2019 Q1	$30K	Hold	304	–	–	0.02%	262
2018 Q4	$27K	Sell	304 -45	-13%	-$4.02K	0.02%	259
2018 Q3	$32K	Hold	349	–	–	0.02%	272
2018 Q2	$27K	Hold	349	–	–	0.02%	266
2018 Q1	$30K	Hold	349	–	–	0.02%	254
2017 Q4	$28K	Buy	349 +45	+15%	+$3.56K	0.02%	240
2017 Q3	$22K	Hold	304	–	–	0.01%	251
2017 Q2	$22K	Hold	304	–	–	0.01%	249
2017 Q1	$19K	Hold	304	–	–	0.01%	256
2016 Q4	$19K	Buy	+304	New	+$19.1K	0.02%	226

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s YUM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Yum! Brands (YUM) in Q3 2022, closing a stake of 304 shares — an estimated $35K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in YUM in Q4 2016 and held it in 23 quarters. The position peaked at $48K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold YUM as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Yum! Brands position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 304 Yum! Brands shares in Q3 2022, an estimated $35K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Yum! Brands in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Yum! Brands position peaked at $48K in Q4 2021.
1,074 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.