WR Wealth Planners’s Yum! Brands YUM Stock Holding History

WR Wealth Planners’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	$54K	Hold	402	–	–	0.02%	312
2024 Q3	$56.2K	Buy	402 +3	+0.8%	+$399	0.02%	328
2024 Q2	$52.9K	Sell	399 -277	-41%	-$38.1K	0.02%	325
2024 Q1	$93.7K	Buy	+676	New	+$90.3K	0.03%	260
2023 Q4	–	Sell	-662	Closed	-$82.7K	–	884
2023 Q3	$82.7K	Sell	662 -414	-38%	-$54.5K	0.03%	268
2023 Q2	$149K	Buy	1,076 +14	+1%	+$1.9K	0.06%	200
2023 Q1	$140K	Buy	1,062 +464	+78%	+$59.7K	0.06%	193
2022 Q4	$76.6K	Buy	598 +1	+0.2%	+$121	0.05%	148
2022 Q3	$63.4K	Buy	597 +2	+0.3%	+$232	0.04%	149
2022 Q2	$67.5K	Buy	595 +1	+0.2%	+$116	0.04%	151
2022 Q1	$70.4K	Buy	+594	New	+$73.2K	0.04%	152

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WR Wealth Planners's YUM Position: Q4 2024 in Review

WR Wealth Planners held its Yum! Brands (YUM) position steady in Q4 2024 at 402 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #312.

WR Wealth Planners first reported a position in YUM in Q1 2022 and has held it in 11 quarters since. The position peaked at $149K in Q2 2023. 1,260 funds tracked by Wall St. Rank hold YUM as of Q4 2024.

WR Wealth Planners held 402 shares of Yum! Brands worth $54K as of Q4 2024.
WR Wealth Planners left its Yum! Brands share count unchanged in Q4 2024.
Yum! Brands made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #312 holding.
WR Wealth Planners first reported a position in Yum! Brands in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Yum! Brands position peaked at $149K in Q2 2023.
1,260 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.