WI
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Wintrust Investments’s Yum! Brands YUM Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-486
Closed -$68K – 517
2024
Q3 		$68K Sell
486
-2,092
-81% -$278K 0.05% 273
2024
Q2 		$341K Buy
2,578
+10
+0.4% +$1.38K 0.03% 349
2024
Q1 		$356K Buy
2,568
+10
+0.4% +$1.33K 0.03% 343
2023
Q4 		$334K Buy
2,558
+10
+0.4% +$1.25K 0.03% 336
2023
Q3 		$318K Buy
2,548
+9
+0.4% +$1.18K 0.03% 321
2023
Q2 		$352K Sell
2,539
-17
-0.7% -$2.31K 0.04% 307
2023
Q1 		$338K Sell
2,556
-48
-2% -$6.18K 0.04% 251
2022
Q4 		$334K Buy
2,604
+48
+2% +$5.81K 0.04% 273
2022
Q3 		$272K Hold
2,556
– – 0.03% 321
2022
Q2 		$290K Hold
2,556
– – 0.03% 306
2022
Q1 		$303K Hold
2,556
– – 0.03% 330
2021
Q4 		$355K Hold
2,556
– – 0.03% 315
2021
Q3 		$313K Hold
2,556
– – 0.04% 216
2021
Q2 		$294K Hold
2,556
– – 0.03% 344
2021
Q1 		$277K Hold
2,556
– – 0.03% 343
2020
Q4 		$277K Hold
2,556
– – 0.08% 142
2020
Q3 		$233K Buy
2,556
+199
+8% +$18.3K 0.03% 301
2020
Q2 		$205K Buy
+2,357
New +$201K 0.03% 328
2020
Q1 		– Sell
-2,356
Closed -$237K – 375
2019
Q4 		$237K Sell
2,356
-100
-4% -$10.4K 0.03% 322
2019
Q3 		$279K Hold
2,456
– – 0.04% 296
2019
Q2 		$272K Hold
2,456
– – 0.04% 299
2019
Q1 		$245K Hold
2,456
– – 0.04% 301
2018
Q4 		$226K Hold
2,456
– – 0.04% 294
2018
Q3 		$223K Buy
+2,456
New +$205K 0.04% 328

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wintrust Investments's YUM Position: Q4 2024 in Review

Wintrust Investments sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 486 shares — an estimated $68K sold.

Wintrust Investments first reported a position in YUM in Q3 2018 and held it in 24 quarters. The position peaked at $356K in Q1 2024. 1,261 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

  • Wintrust Investments reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 486 Yum! Brands shares in Q4 2024, an estimated $68K.
  • Wintrust Investments first reported a position in Yum! Brands in Q3 2018 and held it in 24 quarters.
  • Wintrust Investments's Yum! Brands position peaked at $356K in Q1 2024.
  • 1,261 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.