Weatherly Asset Management’s Yum! Brands YUM Stock Holding History

Weatherly Asset Management’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	-1,489	Closed	-$206K	–	180
2023 Q2	$206K	Buy	+1,489	New	+$202K	0.02%	173
2022 Q1	–	Sell	-1,489	Closed	-$207K	–	204
2021 Q4	$207K	Sell	1,489 -190	-11%	-$24.3K	0.02%	199
2021 Q3	$205K	Buy	+1,679	New	+$213K	0.02%	194

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Weatherly Asset Management's YUM Position: Q3 2023 in Review

Weatherly Asset Management sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 1,489 shares — an estimated $206K sold.

Weatherly Asset Management first reported a position in YUM in Q3 2021 and held it in 3 quarters. The position peaked at $207K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Weatherly Asset Management reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Weatherly Asset Management sold 1,489 Yum! Brands shares in Q3 2023, an estimated $206K.
Weatherly Asset Management first reported a position in Yum! Brands in Q3 2021 and held it in 3 quarters.
Weatherly Asset Management's Yum! Brands position peaked at $207K in Q4 2021.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Weatherly Asset Management's 13F filing for Q3 2023, filed 10 Oct 2023.