WP
YUM icon

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 – 436
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 $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WealthPLAN Partners's YUM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 1,073 shares — an estimated $149K sold.

WealthPLAN Partners first reported a position in YUM in Q1 2015 and held it in 11 quarters. The position peaked at $281K in Q3 2016. 1,128 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,073 Yum! Brands shares in Q3 2023, an estimated $149K.
  • WealthPLAN Partners first reported a position in Yum! Brands in Q1 2015 and held it in 11 quarters.
  • WealthPLAN Partners's Yum! Brands position peaked at $281K in Q3 2016.
  • 1,128 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.