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

Worth 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
-39
Closed -$5.4K – 441
2023
Q2 		$5.4K Hold
39
– – ﹤0.01% 357
2023
Q1 		$5.15K Hold
39
– – ﹤0.01% 375
2022
Q4 		$5K Hold
39
– – ﹤0.01% 365
2022
Q3 		$4K Hold
39
– – ﹤0.01% 372
2022
Q2 		$4K Buy
+39
New +$4.53K ﹤0.01% 438

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

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

Worth Asset Management sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 39 shares — an estimated $5.4K sold.

Worth Asset Management first reported a position in YUM in Q2 2022 and held it in 5 quarters. The position peaked at $5.4K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Worth Asset Management reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 39 Yum! Brands shares in Q3 2023, an estimated $5.4K.
  • Worth Asset Management first reported a position in Yum! Brands in Q2 2022 and held it in 5 quarters.
  • Worth Asset Management's Yum! Brands position peaked at $5.4K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.