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Yum! Brands shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Yum! Brands (YUM) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Yum! Brands

Tip: Access up to 7 years of quarterly data

All positions including Yum! Brands held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yum! Brands by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 136 138.65
2023-12-31 $17k 136 128.08
2023-09-30 $17k 136 124.94
2023-06-30 $19k 136 138.55
2023-03-31 $18k 136 132.08
2022-12-31 $17k 136 128.08
2022-09-30 $15k 136 106.35
2022-06-30 $15k 136 113.51

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Yum! Brands

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Sustainable Growth Advisers
Loomis, Sayles and
Bank of America Corporation
FMR
Victory Capital Management
Legal & General Group
Northern Trust
Magellan Asset Management
Bank of New York Mellon
TD Asset Management
Barclays

View all funds holding Yum! Brands