ZIM
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Zacks Investment Management’s Yum! Brands YUM Stock Holding History

Zacks Investment 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
-1,818
Closed -$252K – 719
2023
Q2 		$252K Buy
1,818
+1
+0.1% +$136 ﹤0.01% 559
2023
Q1 		$240K Buy
+1,817
New +$234K ﹤0.01% 555
2021
Q3 		– Sell
-25,687
Closed -$2.95M – 658
2021
Q2 		$2.95M Buy
+25,687
New +$3.03M 0.05% 247
2017
Q4 		– Sell
-16,263
Closed -$1.2M – 657
2017
Q3 		$1.2M Sell
16,263
-51,926
-76% -$3.91M 0.03% 337
2017
Q2 		$5.03M Buy
68,189
+3,639
+6% +$253K 0.12% 139
2017
Q1 		$4.13M Buy
64,550
+20,329
+46% +$1.32M 0.1% 157
2016
Q4 		$2.8M Sell
44,221
-40,476
-48% -$2.54M 0.08% 175
2016
Q3 		$5.53M Sell
84,697
-5,704
-6% -$364K 0.16% 127
2016
Q2 		$5.39M Buy
90,401
+1,917
+2% +$113K 0.16% 131
2016
Q1 		$5.21M Buy
88,484
+18,410
+26% +$966K 0.17% 136
2015
Q4 		$3.68M Sell
70,074
-20,845
-23% -$1.09M 0.12% 153
2015
Q3 		$5.23M Buy
90,919
+1,199
+1% +$72.6K 0.18% 129
2015
Q2 		$5.81M Buy
89,720
+4,453
+5% +$282K 0.18% 127
2015
Q1 		$4.83M Buy
85,267
+50,395
+145% +$2.75M 0.15% 138
2014
Q4 		$1.83M Sell
34,872
-12,215
-26% -$636K 0.06% 188
2014
Q3 		$2.44M Buy
+47,087
New +$2.51M 0.08% 165

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

Zacks Investment Management's YUM Position: Q3 2023 in Review

Zacks Investment Management sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 1,818 shares — an estimated $252K sold.

Zacks Investment Management first reported a position in YUM in Q3 2014 and held it in 16 quarters. The position peaked at $5.81M in Q2 2015. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Zacks Investment Management reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 1,818 Yum! Brands shares in Q3 2023, an estimated $252K.
  • Zacks Investment Management first reported a position in Yum! Brands in Q3 2014 and held it in 16 quarters.
  • Zacks Investment Management's Yum! Brands position peaked at $5.81M in Q2 2015.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.