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Stokes Family Office’s Yum! Brands YUM Stock Holding History

Stokes Family Office’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 		– Sell
-1,571
Closed -$208K – 240
2024
Q2 		$208K Buy
1,571
+11
+0.7% +$1.51K 0.02% 212
2024
Q1 		$216K Hold
1,560
– – 0.03% 210
2023
Q4 		$204K Sell
1,560
-52
-3% -$6.49K 0.03% 211
2023
Q3 		$201K Hold
1,612
– – 0.02% 307
2023
Q2 		$223K Sell
1,612
-15
-0.9% -$2.03K 0.03% 278
2023
Q1 		$215K Sell
1,627
-44
-3% -$5.66K 0.03% 269
2022
Q4 		$214K Buy
+1,671
New +$202K 0.03% 253
2022
Q1 		– Sell
-1,461
Closed -$203K – 287
2021
Q4 		$203K Sell
1,461
-190
-12% -$24.3K 0.03% 238
2021
Q3 		$202K Buy
+1,651
New +$209K 0.03% 220

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

Stokes Family Office's YUM Position: Q3 2024 in Review

Stokes Family Office sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 1,571 shares — an estimated $208K sold.

Stokes Family Office first reported a position in YUM in Q3 2021 and held it in 9 quarters. The position peaked at $223K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Stokes Family Office reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • Stokes Family Office sold 1,571 Yum! Brands shares in Q3 2024, an estimated $208K.
  • Stokes Family Office first reported a position in Yum! Brands in Q3 2021 and held it in 9 quarters.
  • Stokes Family Office's Yum! Brands position peaked at $223K in Q2 2023.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Stokes Family Office's 13F filing for Q3 2024, filed 12 Nov 2024.