Sweet Financial Partners’s Yum! Brands YUM Stock Holding History

Sweet Financial Partners’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	$265K	Hold	1,900	–	–	0.06%	170
2024 Q2	$252K	Hold	1,900	–	–	0.06%	171
2024 Q1	$263K	Hold	1,900	–	–	0.06%	175
2023 Q4	$248K	Hold	1,900	–	–	0.06%	168
2023 Q3	$237K	Hold	1,900	–	–	0.06%	158
2023 Q2	$263K	Hold	1,900	–	–	0.07%	150
2023 Q1	$251K	Hold	1,900	–	–	0.07%	155
2022 Q4	$243K	Hold	1,900	–	–	0.07%	148
2022 Q3	$202K	Hold	1,900	–	–	0.06%	159
2022 Q2	$216K	Hold	1,900	–	–	0.07%	155
2022 Q1	$225K	Hold	1,900	–	–	0.06%	158
2021 Q4	$264K	Buy	+1,900	New	+$243K	0.11%	120

Other funds holding YUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sweet Financial Partners's YUM Position: Q3 2024 in Review

Sweet Financial Partners held its Yum! Brands (YUM) position steady in Q3 2024 at 1,900 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #170.

Sweet Financial Partners first reported a position in YUM in Q4 2021 and has held it in 12 quarters since. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

Sweet Financial Partners held 1,900 shares of Yum! Brands worth $265K as of Q3 2024.
Sweet Financial Partners left its Yum! Brands share count unchanged in Q3 2024.
Yum! Brands made up 0.06% of Sweet Financial Partners's portfolio in Q3 2024, its #170 holding.
Sweet Financial Partners first reported a position in Yum! Brands in Q4 2021 and has held it in 12 quarters since.
1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.