Tradition Wealth Management’s Yum! Brands YUM Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-101	Closed	-$13K	–	1217
2023 Q4	$13K	Sell	101 -1	-1%	-$125	﹤0.01%	953
2023 Q3	$13K	Hold	102	–	–	﹤0.01%	960
2023 Q2	$14K	Buy	102 +1	+1%	+$136	﹤0.01%	972
2023 Q1	$13K	Hold	101	–	–	﹤0.01%	946
2022 Q4	$13K	Buy	101 +1	+1%	+$121	﹤0.01%	852
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	918
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	811
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	861
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	828
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	872
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	904
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	786
2020 Q4	$11K	Buy	+100	New	+$10.2K	﹤0.01%	720

Other funds holding YUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Tradition Wealth Management's YUM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 101 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in YUM in Q4 2020 and held it in 13 quarters. The position peaked at $14K in Q2 2023. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

Tradition Wealth Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 101 Yum! Brands shares in Q1 2024, an estimated $13K.
Tradition Wealth Management first reported a position in Yum! Brands in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Yum! Brands position peaked at $14K in Q2 2023.
1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.