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Waldron Private Wealth’s Yum! Brands YUM Stock Holding History

Waldron Private Wealth’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
-2,153
Closed -$289K – 432
2024
Q4 		$289K Buy
2,153
+56
+3% +$7.58K 0.01% 340
2024
Q3 		$293K Sell
2,097
-283
-12% -$37.6K 0.01% 331
2024
Q2 		$315K Buy
2,380
+123
+5% +$16.9K 0.01% 302
2024
Q1 		$313K Buy
2,257
+21
+0.9% +$2.8K 0.01% 307
2023
Q4 		$292K Buy
2,236
+49
+2% +$6.12K 0.01% 315
2023
Q3 		$273K Sell
2,187
-54
-2% -$7.1K 0.01% 306
2023
Q2 		$310K Buy
2,241
+26
+1% +$3.52K 0.02% 286
2023
Q1 		$293K Buy
2,215
+105
+5% +$13.5K 0.01% 332
2022
Q4 		$224K Hold
2,110
– – 0.01% 340
2022
Q3 		$224K Sell
2,110
-7
-0.3% -$813 0.01% 342
2022
Q2 		$240K Buy
2,117
+85
+4% +$9.88K 0.01% 338
2022
Q1 		$240K Buy
2,032
+138
+7% +$17K 0.01% 358
2021
Q4 		$263K Buy
1,894
+3
+0.2% +$384 0.01% 329
2021
Q3 		$231K Buy
+1,891
New +$240K 0.01% 327

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's YUM Position: Q1 2025 in Review

Waldron Private Wealth sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 2,153 shares — an estimated $289K sold.

Waldron Private Wealth first reported a position in YUM in Q3 2021 and held it in 14 quarters. The position peaked at $315K in Q2 2024. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Waldron Private Wealth reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,153 Yum! Brands shares in Q1 2025, an estimated $289K.
  • Waldron Private Wealth first reported a position in Yum! Brands in Q3 2021 and held it in 14 quarters.
  • Waldron Private Wealth's Yum! Brands position peaked at $315K in Q2 2024.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.