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Sutton Wealth Advisors’s Yum! Brands YUM Stock Holding History

Sutton Wealth Advisors’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 		$12.1K Buy
97
+18
+23% +$2.37K 0.01% 438
2023
Q2 		$10.9K Hold
79
– – 0.01% 443
2023
Q1 		$10.4K Sell
79
-614
-89% -$79K 0.01% 414
2022
Q4 		$88.8K Sell
693
-7
-1% -$848 0.03% 269
2022
Q3 		$74.4K Buy
700
+24
+4% +$2.79K 0.03% 294
2022
Q2 		$76.7K Sell
676
-13
-2% -$1.51K 0.03% 282
2022
Q1 		$81.7K Buy
689
+21
+3% +$2.59K 0.03% 287
2021
Q4 		$92.8K Hold
668
– – 0.03% 275
2021
Q3 		$81.7K Buy
668
+2
+0.3% +$254 0.03% 275
2021
Q2 		$76.6K Hold
666
– – 0.03% 295
2021
Q1 		$72K Sell
666
-19
-3% -$2.01K 0.03% 300
2020
Q4 		$74.4K Buy
685
+19
+3% +$1.94K 0.03% 268
2020
Q3 		$60.8K Hold
666
– – 0.03% 270
2020
Q2 		$57.9K Sell
666
-9
-1% -$769 0.03% 274
2020
Q1 		$46.3K Buy
675
+22
+3% +$2.05K 0.03% 287
2019
Q4 		$65.8K Hold
653
– – 0.03% 260
2019
Q3 		$74.1K Hold
653
– – 0.04% 241
2019
Q2 		$72.3K Hold
653
– – 0.04% 236
2019
Q1 		$65.2K Buy
653
+11
+2% +$1.04K 0.04% 251
2018
Q4 		$59K Hold
642
– – 0.04% 251
2018
Q3 		$58.4K Hold
642
– – 0.04% 259
2018
Q2 		$50.2K Hold
642
– – 0.03% 283
2018
Q1 		$54.7K Hold
642
– – 0.04% 260
2017
Q4 		$52.4K Hold
642
– – 0.04% 263
2017
Q3 		$47.3K Hold
642
– – 0.04% 282
2017
Q2 		$47.4K Buy
642
+12
+2% +$835 0.04% 273
2017
Q1 		$40.3K Hold
630
– – 0.03% 298
2016
Q4 		$39.9K Sell
630
-246
-28% -$15.5K 0.04% 305
2016
Q3 		$57.2K Hold
876
– – 0.05% 233
2016
Q2 		$52.2K Hold
876
– – 0.05% 244
2016
Q1 		$51.6K Buy
+876
New +$46K 0.05% 243

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

Sutton Wealth Advisors's YUM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Yum! Brands (YUM) stake by 23% in Q3 2023, buying an estimated $2.37K and bringing the position to 97 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #438.

Sutton Wealth Advisors first reported a position in YUM in Q1 2016 and has held it in 31 quarters since. The position peaked at $92.8K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Sutton Wealth Advisors held 97 shares of Yum! Brands worth $12.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 18 Yum! Brands shares in Q3 2023, an estimated $2.37K.
  • Yum! Brands made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #438 holding.
  • Sutton Wealth Advisors first reported a position in Yum! Brands in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Yum! Brands position peaked at $92.8K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.