Toth Financial Advisory’s Yum! Brands YUM Stock Holding History

Toth Financial Advisory’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
2025 Q1	–	Sell	-880	Closed	-$118K	–	768
2024 Q4	$118K	Hold	880	–	–	0.01%	227
2024 Q3	$123K	Hold	880	–	–	0.01%	222
2024 Q2	$117K	Hold	880	–	–	0.01%	226
2024 Q1	$122K	Hold	880	–	–	0.02%	223
2023 Q4	$115K	Sell	880 -586	-40%	-$73.1K	0.02%	230
2023 Q3	$183K	Buy	+1,466	New	+$193K	0.03%	195
2023 Q2	–	Sell	-14	Closed	-$1.85K	–	905
2023 Q1	$1.85K	Buy	+14	New	+$1.8K	﹤0.01%	670
2022 Q1	–	Sell	-425	Closed	-$59K	–	815
2021 Q4	$59K	Hold	425	–	–	0.01%	282
2021 Q3	$52K	Hold	425	–	–	0.01%	309
2021 Q2	$49K	Hold	425	–	–	0.01%	286
2021 Q1	$46K	Hold	425	–	–	0.01%	300
2020 Q4	$46K	Hold	425	–	–	0.01%	266
2020 Q3	$39K	Hold	425	–	–	0.01%	250
2020 Q2	$37K	Hold	425	–	–	0.01%	240
2020 Q1	$29K	Hold	425	–	–	0.01%	209
2019 Q4	$43K	Hold	425	–	–	0.01%	219
2019 Q3	$48K	Hold	425	–	–	0.01%	229
2019 Q2	$47K	Hold	425	–	–	0.01%	228
2019 Q1	$42K	Hold	425	–	–	0.01%	224
2018 Q4	$39K	Hold	425	–	–	0.01%	200
2018 Q3	$39K	Sell	425 -40	-9%	-$3.34K	0.01%	217
2018 Q2	$36K	Hold	465	–	–	0.01%	224
2018 Q1	$40K	Hold	465	–	–	0.01%	225
2017 Q4	$38K	Buy	+465	New	+$36.8K	0.01%	229

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toth Financial Advisory's YUM Position: Q1 2025 in Review

Toth Financial Advisory sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 880 shares — an estimated $118K sold.

Toth Financial Advisory first reported a position in YUM in Q4 2017 and held it in 24 quarters. The position peaked at $183K in Q3 2023. 1,348 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

Toth Financial Advisory reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 880 Yum! Brands shares in Q1 2025, an estimated $118K.
Toth Financial Advisory first reported a position in Yum! Brands in Q4 2017 and held it in 24 quarters.
Toth Financial Advisory's Yum! Brands position peaked at $183K in Q3 2023.
1,348 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.