Syntax Advisors’s Yum! Brands YUM Stock Holding History

Syntax 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	$487K	Buy	3,895 +226	+6%	+$29.7K	0.43%	18
2023 Q2	$508K	Sell	3,669 -416	-10%	-$56.4K	0.41%	22
2023 Q1	$540K	Buy	4,085 +66	+2%	+$8.49K	0.41%	24
2022 Q4	$515K	Sell	4,019 -680	-14%	-$82.4K	0.43%	23
2022 Q3	$500K	Buy	4,699 +234	+5%	+$27.2K	0.43%	21
2022 Q2	$507K	Buy	4,465 +268	+6%	+$31.2K	0.43%	26
2022 Q1	$497K	Buy	4,197 +72	+2%	+$8.87K	0.42%	36
2021 Q4	$573K	Buy	+4,125	New	+$528K	0.42%	23

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Syntax Advisors's YUM Position: Q3 2023 in Review

Syntax Advisors increased its Yum! Brands (YUM) stake by 6.2% in Q3 2023, buying an estimated $29.7K and bringing the position to 3,895 shares worth $487K. The position accounts for 0.43% of the portfolio, ranked #18.

Syntax Advisors first reported a position in YUM in Q4 2021 and has held it in 8 quarters since. The position peaked at $573K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Syntax Advisors held 3,895 shares of Yum! Brands worth $487K as of Q3 2023.
Syntax Advisors bought 226 Yum! Brands shares in Q3 2023, an estimated $29.7K.
Yum! Brands made up 0.43% of Syntax Advisors's portfolio in Q3 2023, its #18 holding.
Syntax Advisors first reported a position in Yum! Brands in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Yum! Brands position peaked at $573K in Q4 2021.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.