Sugarloaf Wealth Management’s Yum! Brands YUM Stock Holding History

Sugarloaf Wealth Management’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 Q4	$7.78K	Hold	58	–	–	﹤0.01%	533
2024 Q3	$8.1K	Hold	58	–	–	﹤0.01%	523
2024 Q2	$7.68K	Hold	58	–	–	﹤0.01%	504
2024 Q1	$8.04K	Hold	58	–	–	﹤0.01%	502
2023 Q4	$7.58K	Hold	58	–	–	﹤0.01%	513
2023 Q3	$7.25K	Hold	58	–	–	﹤0.01%	502
2023 Q2	$8.04K	Hold	58	–	–	﹤0.01%	501
2023 Q1	$7.66K	Hold	58	–	–	﹤0.01%	500
2022 Q4	$7.43K	Sell	58 -230	-80%	-$27.9K	﹤0.01%	520
2022 Q3	$31K	Buy	288 +230	+397%	+$26.7K	0.01%	362
2022 Q2	$7K	Hold	58	–	–	﹤0.01%	573
2022 Q1	$7K	Hold	58	–	–	﹤0.01%	538
2021 Q4	$8K	Hold	58	–	–	﹤0.01%	545
2021 Q3	$7K	Hold	58	–	–	﹤0.01%	574
2021 Q2	$7K	Hold	58	–	–	﹤0.01%	574
2021 Q1	$6	Hold	58	–	–	﹤0.01%	578
2020 Q4	$6K	Hold	58	–	–	﹤0.01%	541
2020 Q3	$5K	Hold	58	–	–	﹤0.01%	532
2020 Q2	$5K	Hold	58	–	–	﹤0.01%	534
2020 Q1	$4K	Hold	58	–	–	﹤0.01%	553
2019 Q4	$6K	Buy	+58	New	+$6.01K	﹤0.01%	530

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sugarloaf Wealth Management's YUM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Yum! Brands (YUM) position steady in Q4 2024 at 58 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Sugarloaf Wealth Management first reported a position in YUM in Q4 2019 and has held it in 21 quarters since. The position peaked at $31K in Q3 2022. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

Sugarloaf Wealth Management held 58 shares of Yum! Brands worth $7.78K as of Q4 2024.
Sugarloaf Wealth Management left its Yum! Brands share count unchanged in Q4 2024.
Yum! Brands made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #533 holding.
Sugarloaf Wealth Management first reported a position in Yum! Brands in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Yum! Brands position peaked at $31K in Q3 2022.
1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.