Tiedemann Advisors’s Yum! Brands YUM Stock Holding History

Tiedemann 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	$296K	Buy	2,368 +3	+0.1%	+$395	0.01%	221
2023 Q2	$328K	Buy	2,365 +6	+0.3%	+$813	0.01%	200
2023 Q1	$312K	Buy	2,359 +4	+0.2%	+$515	0.01%	201
2022 Q4	$302K	Buy	2,355 +62	+3%	+$7.51K	0.01%	195
2022 Q3	$244K	Buy	2,293 +4	+0.2%	+$464	0.01%	200
2022 Q2	$261K	Sell	2,289 -45	-2%	-$5.23K	0.02%	196
2022 Q1	$278K	Buy	2,334 +52	+2%	+$6.41K	0.01%	235
2021 Q4	$316K	Buy	2,282 +3	+0.1%	+$384	0.02%	231
2021 Q3	$278K	Sell	2,279 -10	-0.4%	-$1.27K	0.01%	245
2021 Q2	$263K	Sell	2,289 -8	-0.3%	-$943	0.01%	303
2021 Q1	$249K	Buy	+2,297	New	+$243K	0.01%	288
2020 Q1	–	Sell	-2,465	Closed	-$249K	–	329
2019 Q4	$249K	Buy	+2,465	New	+$255K	0.01%	265

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

Tiedemann Advisors's YUM Position: Q3 2023 in Review

Tiedemann Advisors increased its Yum! Brands (YUM) stake by 0.13% in Q3 2023, buying an estimated $395 and bringing the position to 2,368 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #221.

Tiedemann Advisors first reported a position in YUM in Q4 2019 and has held it in 12 quarters since. The position peaked at $328K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Tiedemann Advisors held 2,368 shares of Yum! Brands worth $296K as of Q3 2023.
Tiedemann Advisors bought 3 Yum! Brands shares in Q3 2023, an estimated $395.
Yum! Brands made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #221 holding.
Tiedemann Advisors first reported a position in Yum! Brands in Q4 2019 and has held it in 12 quarters since.
Tiedemann Advisors's Yum! Brands position peaked at $328K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.