YorkBridge Wealth Partners’s Yum! Brands YUM Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$741K	Hold	5,782	–	–	0.19%	102
2022 Q3	$615K	Hold	5,782	–	–	0.16%	108
2022 Q2	$656K	Sell	5,782 -110	-2%	-$12.8K	0.17%	107
2022 Q1	$698K	Hold	5,892	–	–	0.15%	113
2021 Q4	$818K	Hold	5,892	–	–	0.18%	95
2021 Q3	$721K	Hold	5,892	–	–	0.18%	99
2021 Q2	$678K	Hold	5,892	–	–	0.18%	104
2021 Q1	$637K	Buy	+5,892	New	+$624K	0.19%	100
2019 Q3	–	Sell	-750	Closed	-$83K	–	670
2019 Q2	$83K	Hold	750	–	–	0.04%	313
2019 Q1	$75K	Hold	750	–	–	0.03%	318
2018 Q4	$69K	Hold	750	–	–	0.04%	298
2018 Q3	$68K	Hold	750	–	–	0.03%	329
2018 Q2	$59K	Hold	750	–	–	0.03%	350
2018 Q1	$64K	Hold	750	–	–	0.03%	347
2017 Q4	$60K	Sell	750 -402	-35%	-$31.8K	0.03%	355
2017 Q3	$85K	Sell	1,152 -107	-8%	-$8.05K	0.04%	312
2017 Q2	$92K	Sell	1,259 -298	-19%	-$20.7K	0.05%	289
2017 Q1	$103K	Buy	1,557 +512	+49%	+$33.3K	0.05%	254
2016 Q4	$66K	Buy	+1,045	New	+$65.6K	0.04%	317

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

YorkBridge Wealth Partners's YUM Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Yum! Brands (YUM) position steady in Q4 2022 at 5,782 shares worth $741K. The position accounts for 0.19% of the portfolio, ranked #102.

YorkBridge Wealth Partners first reported a position in YUM in Q4 2016 and has held it in 19 quarters since. The position peaked at $818K in Q4 2021. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

YorkBridge Wealth Partners held 5,782 shares of Yum! Brands worth $741K as of Q4 2022.
YorkBridge Wealth Partners left its Yum! Brands share count unchanged in Q4 2022.
Yum! Brands made up 0.19% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #102 holding.
YorkBridge Wealth Partners first reported a position in Yum! Brands in Q4 2016 and has held it in 19 quarters since.
YorkBridge Wealth Partners's Yum! Brands position peaked at $818K in Q4 2021.
1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.