Summit Wealth Group’s Yum! Brands YUM Stock Holding History

Summit Wealth 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 Q2	–	Sell	-10,566	Closed	–	–	265
2023 Q1	$0	Buy	+10,566	New	+$1.36M	﹤0.01%	266

Other funds holding YUM

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Summit Wealth Group's YUM Position: Q2 2023 in Review

Summit Wealth Group sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 10,566 shares.

Summit Wealth Group first reported a position in YUM in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Summit Wealth Group reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 10,566 Yum! Brands shares in Q2 2023.
Summit Wealth Group first reported a position in Yum! Brands in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Yum! Brands position peaked at $0 in Q1 2023.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.