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Wetzel Investment Advisors’s Yum! Brands YUM Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-90
Closed -$12.5K – 919
2024
Q2 		$12.5K Hold
90
– – 0.01% 426
2024
Q1 		$12.4K Sell
90
-52
-37% -$6.94K 0.01% 485
2023
Q4 		$19K Buy
+142
New +$17.7K 0.01% 389

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Wetzel Investment Advisors's YUM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 90 shares — an estimated $12.5K sold.

Wetzel Investment Advisors first reported a position in YUM in Q4 2023 and held it in 3 quarters. The position peaked at $19K in Q4 2023. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 90 Yum! Brands shares in Q3 2024, an estimated $12.5K.
  • Wetzel Investment Advisors first reported a position in Yum! Brands in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Yum! Brands position peaked at $19K in Q4 2023.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.