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Welch & Forbes’s Yum! Brands YUM Stock Holding History

Welch & Forbes’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
-1,772
Closed -$221K – 374
2023
Q3 		$221K Sell
1,772
-542
-23% -$71.3K ﹤0.01% 352
2023
Q2 		$321K Sell
2,314
-2
-0.1% -$271 0.01% 327
2023
Q1 		$306K Buy
2,316
+12
+0.5% +$1.54K 0.01% 327
2022
Q4 		$295K Sell
2,304
-15
-0.6% -$1.82K 0.01% 331
2022
Q3 		$247K Sell
2,319
-15
-0.6% -$1.74K ﹤0.01% 344
2022
Q2 		$265K Buy
2,334
+450
+24% +$52.3K ﹤0.01% 346
2022
Q1 		$223K Sell
1,884
-223
-11% -$27.5K ﹤0.01% 364
2021
Q4 		$293K Buy
2,107
+119
+6% +$15.2K ﹤0.01% 342
2021
Q3 		$243K Sell
1,988
-543
-21% -$68.9K ﹤0.01% 364
2021
Q2 		$291K Sell
2,531
-15
-0.6% -$1.77K ﹤0.01% 352
2021
Q1 		$275K Buy
2,546
+60
+2% +$6.35K 0.01% 348
2020
Q4 		$270K Hold
2,486
– – 0.01% 349
2020
Q3 		$227K Hold
2,486
– – ﹤0.01% 330
2020
Q2 		$216K Buy
+2,486
New +$212K 0.01% 337
2020
Q1 		– Sell
-2,653
Closed -$267K – 359
2019
Q4 		$267K Buy
2,653
+228
+9% +$23.6K 0.01% 318
2019
Q3 		$275K Hold
2,425
– – 0.01% 317
2019
Q2 		$268K Buy
+2,425
New +$252K 0.01% 310
2014
Q1 		– Sell
-5,058
Closed -$275K – 342
2013
Q4 		$275K Sell
5,058
-1,069
-17% -$55K 0.01% 289
2013
Q3 		$314K Buy
+6,127
New +$318K 0.01% 290

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Welch & Forbes's YUM Position: Q4 2023 in Review

Welch & Forbes sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 1,772 shares — an estimated $221K sold.

Welch & Forbes first reported a position in YUM in Q3 2013 and held it in 19 quarters. The position peaked at $321K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Welch & Forbes reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • Welch & Forbes sold 1,772 Yum! Brands shares in Q4 2023, an estimated $221K.
  • Welch & Forbes first reported a position in Yum! Brands in Q3 2013 and held it in 19 quarters.
  • Welch & Forbes's Yum! Brands position peaked at $321K in Q2 2023.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Welch & Forbes's 13F filing for Q4 2023, filed 6 Feb 2024.