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Wealth Advisory Solutions’s Yum! Brands YUM Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-2,454
Closed -$325K – 135
2024
Q2 		$325K Buy
+2,454
New +$338K 0.09% 98
2021
Q1 		– Sell
-2,225
Closed -$241K – 206
2020
Q4 		$241K Sell
2,225
-750
-25% -$76.6K 0.07% 140
2020
Q3 		$271K Hold
2,975
– – 0.07% 153
2020
Q2 		$258K Buy
+2,975
New +$254K 0.07% 154
2020
Q1 		– Sell
-2,160
Closed -$218K – 199
2019
Q4 		$218K Buy
+2,160
New +$224K 0.06% 171

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wealth Advisory Solutions's YUM Position: Q3 2024 in Review

Wealth Advisory Solutions sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 2,454 shares — an estimated $325K sold.

Wealth Advisory Solutions first reported a position in YUM in Q4 2019 and held it in 5 quarters. The position peaked at $325K in Q2 2024. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Wealth Advisory Solutions reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,454 Yum! Brands shares in Q3 2024, an estimated $325K.
  • Wealth Advisory Solutions first reported a position in Yum! Brands in Q4 2019 and held it in 5 quarters.
  • Wealth Advisory Solutions's Yum! Brands position peaked at $325K in Q2 2024.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Wealth Advisory Solutions's 13F filing for Q3 2024, filed 21 Oct 2024.