WealthSource Partners’s Yum! Brands YUM Stock Holding History

WealthSource 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 Q4	–	Sell	-1,767	Closed	-$221K	–	522
2023 Q3	$221K	Sell	1,767 -52	-3%	-$6.84K	0.02%	459
2023 Q2	$252K	Hold	1,819	–	–	0.02%	439
2023 Q1	$240K	Hold	1,819	–	–	0.02%	446
2022 Q4	$233K	Buy	+1,819	New	+$220K	0.02%	444
2022 Q3	–	Sell	-1,852	Closed	-$210K	–	558
2022 Q2	$210K	Sell	1,852 -467	-20%	-$54.3K	0.02%	479
2022 Q1	$275K	Sell	2,319 -156	-6%	-$19.2K	0.02%	472
2021 Q4	$344K	Sell	2,475 -124	-5%	-$15.9K	0.03%	396
2021 Q3	$318K	Buy	2,599 +266	+11%	+$33.7K	0.03%	382
2021 Q2	$268K	Buy	2,333 +354	+18%	+$41.7K	0.02%	386
2021 Q1	$214K	Hold	1,979	–	–	0.02%	400
2020 Q4	$215K	Buy	+1,979	New	+$202K	0.03%	349
2020 Q1	–	Sell	-2,514	Closed	-$253K	–	454
2019 Q4	$253K	Buy	2,514 +34	+1%	+$3.52K	0.03%	343
2019 Q3	$281K	Buy	2,480 +46	+2%	+$5.26K	0.04%	337
2019 Q2	$269K	Buy	+2,434	New	+$253K	0.04%	358

Other funds holding YUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WealthSource Partners's YUM Position: Q4 2023 in Review

WealthSource Partners sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 1,767 shares — an estimated $221K sold.

WealthSource Partners first reported a position in YUM in Q2 2019 and held it in 14 quarters. The position peaked at $344K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

WealthSource Partners reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
WealthSource Partners sold 1,767 Yum! Brands shares in Q4 2023, an estimated $221K.
WealthSource Partners first reported a position in Yum! Brands in Q2 2019 and held it in 14 quarters.
WealthSource Partners's Yum! Brands position peaked at $344K in Q4 2021.
1,214 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.