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WealthPLAN Partners’s Yum! Brands YUM Stock Holding History

WealthPLAN Partners’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 		– Sell
-1,073
Closed -$149K – 1212
2023
Q2 		$149K Buy
+1,073
New +$145K 0.02% 336
2022
Q1 		$211K Buy
1,806
+1
+0.1% +$123 0.01% 365
2021
Q4 		$226K Sell
1,805
-120
-6% -$15.3K 0.01% 352
2021
Q3 		$253K Buy
1,925
+50
+3% +$6.34K 0.02% 335
2021
Q2 		$251K Buy
+1,875
New +$221K 0.02% 314
2017
Q2 		– Sell
-101
Closed -$6.47K – 438
2017
Q1 		$6.47K Buy
+101
New +$6.58K 0.02% 316
2016
Q3 		$281K Buy
4,327
+2,150
+99% +$137K 0.09% 120
2016
Q2 		$75.1K Buy
+2,177
New +$128K 0.01% 727
2015
Q4 		$61.7K Buy
+2,355
New +$123K 0.01% 561
2015
Q2 		$38K Buy
584
+50
+9% +$3.17K 0.02% 201
2015
Q1 		$29K Buy
+534
New +$29.2K 0.01% 288

Other funds holding YUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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