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Steward Financial Group’s Yum! Brands YUM Stock Holding History

Steward Financial Group’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
2023
Q3 		$136K Sell
1,092
-1
-0.1% -$132 0.04% 88
2023
Q2 		$151K Buy
+1,093
New +$148K 0.05% 75
2022
Q3 		– Sell
-1,199
Closed -$136K – 1364
2022
Q2 		$136K Buy
1,199
+88
+8% +$10.2K 0.11% 49
2022
Q1 		$131K Buy
1,111
+1
+0.1% +$123 0.12% 42
2021
Q4 		$154K Buy
+1,110
New +$142K 0.14% 34

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Steward Financial Group's YUM Position: Q3 2023 in Review

Steward Financial Group reduced its Yum! Brands (YUM) stake by 0.09% in Q3 2023, selling an estimated $132 and leaving 1,092 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #88.

Steward Financial Group first reported a position in YUM in Q4 2021 and has held it in 5 quarters since. The position peaked at $154K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Steward Financial Group held 1,092 shares of Yum! Brands worth $136K as of Q3 2023.
  • Steward Financial Group sold 1 Yum! Brands share in Q3 2023, an estimated $132.
  • Yum! Brands made up 0.04% of Steward Financial Group's portfolio in Q3 2023, its #88 holding.
  • Steward Financial Group first reported a position in Yum! Brands in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Yum! Brands position peaked at $154K in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.