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Zeke Capital Advisors’s Yum! Brands YUM Stock Holding History

Zeke Capital Advisors’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 		$962K Sell
7,514
-742
-9% -$89.9K 0.06% 144
2022
Q3 		$878K Hold
8,256
– – 0.06% 138
2022
Q2 		$937K Buy
8,256
+173
+2% +$20.1K 0.06% 134
2022
Q1 		$958K Buy
8,083
+1,498
+23% +$185K 0.05% 148
2021
Q4 		$914K Buy
6,585
+22
+0.3% +$2.81K 0.05% 102
2021
Q3 		$803K Buy
6,563
+55
+0.8% +$6.98K 0.05% 111
2021
Q2 		$749K Buy
6,508
+7
+0.1% +$825 0.05% 117
2021
Q1 		$703K Buy
6,501
+17
+0.3% +$1.8K 0.05% 107
2020
Q4 		$704K Buy
6,484
+1,832
+39% +$187K 0.06% 103
2020
Q3 		$425K Hold
4,652
– – 0.05% 123
2020
Q2 		$404K Sell
4,652
-154
-3% -$13.2K 0.08% 113
2020
Q1 		$329K Sell
4,806
-37,450
-89% -$3.49M 0.09% 126
2019
Q4 		$4.26M Sell
42,256
-41
-0.1% -$4.25K 0.35% 56
2019
Q3 		$4.8M Sell
42,297
-2,406
-5% -$275K 0.42% 46
2019
Q2 		$4.95M Buy
44,703
+359
+0.8% +$37.3K 0.47% 45
2019
Q1 		$4.43M Sell
44,344
-115
-0.3% -$10.9K 0.41% 52
2018
Q4 		$4.09M Sell
44,459
-4,983
-10% -$445K 0.39% 48
2018
Q3 		$4.5M Buy
49,442
+1,004
+2% +$83.8K 0.37% 49
2018
Q2 		$3.79M Buy
48,438
+37,963
+362% +$3.17M 0.35% 53
2018
Q1 		$892K Buy
10,475
+3,357
+47% +$275K 0.08% 214
2017
Q4 		$581K Sell
7,118
-202
-3% -$16K 0.06% 263
2017
Q3 		$539K Buy
7,320
+4,089
+127% +$308K 0.07% 209
2017
Q2 		$238K Buy
+3,231
New +$225K 0.05% 242

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Zeke Capital Advisors's YUM Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Yum! Brands (YUM) stake by 9% in Q4 2022, selling an estimated $89.9K and leaving 7,514 shares worth $962K. The position accounts for 0.06% of the portfolio, ranked #144.

Zeke Capital Advisors first reported a position in YUM in Q2 2017 and has held it in 23 quarters since. The position peaked at $4.95M in Q2 2019. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

  • Zeke Capital Advisors held 7,514 shares of Yum! Brands worth $962K as of Q4 2022.
  • Zeke Capital Advisors sold 742 Yum! Brands shares in Q4 2022, an estimated $89.9K.
  • Yum! Brands made up 0.06% of Zeke Capital Advisors's portfolio in Q4 2022, its #144 holding.
  • Zeke Capital Advisors first reported a position in Yum! Brands in Q2 2017 and has held it in 23 quarters since.
  • Zeke Capital Advisors's Yum! Brands position peaked at $4.95M in Q2 2019.
  • 1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.