WOSD
YUM icon

WFA of San Diego’s Yum! Brands YUM Stock Holding History

WFA of San Diego’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 		$5K Hold
40
– – 0.01% 310
2023
Q2 		$5.54K Buy
+40
New +$5.42K 0.01% 304
2023
Q1 		– Sell
-240
Closed -$30.7K – 446
2022
Q4 		$30.7K Buy
+240
New +$29.1K 0.02% 247
2022
Q3 		– Sell
-55
Closed -$6K – 408
2022
Q2 		$6K Buy
+55
New +$6.39K 0.01% 315

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

WFA of San Diego's YUM Position: Q3 2023 in Review

WFA of San Diego held its Yum! Brands (YUM) position steady in Q3 2023 at 40 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #310.

WFA of San Diego first reported a position in YUM in Q2 2022 and has held it in 4 quarters since. The position peaked at $30.7K in Q4 2022. 1,128 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • WFA of San Diego held 40 shares of Yum! Brands worth $5K as of Q3 2023.
  • WFA of San Diego left its Yum! Brands share count unchanged in Q3 2023.
  • Yum! Brands made up 0.01% of WFA of San Diego's portfolio in Q3 2023, its #310 holding.
  • WFA of San Diego first reported a position in Yum! Brands in Q2 2022 and has held it in 4 quarters since.
  • WFA of San Diego's Yum! Brands position peaked at $30.7K in Q4 2022.
  • 1,128 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.