Altavista Wealth Management’s Yum! Brands YUM Stock Holding History

Altavista Wealth 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
2021 Q4	$822K	Buy	5,922 +80	+1%	+$10.2K	0.17%	98
2021 Q3	$715K	Hold	5,842	–	–	0.16%	99
2021 Q2	$672K	Hold	5,842	–	–	0.15%	104
2021 Q1	$632K	Hold	5,842	–	–	0.15%	100
2020 Q4	$634K	Hold	5,842	–	–	0.16%	97
2020 Q3	$533K	Sell	5,842 -88	-1%	-$8.11K	0.15%	95
2020 Q2	$515K	Hold	5,930	–	–	0.15%	97
2020 Q1	$406K	Hold	5,930	–	–	0.14%	103
2019 Q4	$597K	Hold	5,930	–	–	0.18%	93
2019 Q3	$673K	Buy	5,930 +3,672	+163%	+$420K	0.21%	85
2019 Q2	$250K	Hold	2,258	–	–	0.08%	141
2019 Q1	$225K	Hold	2,258	–	–	0.08%	144
2018 Q4	$208K	Hold	2,258	–	–	0.08%	143
2018 Q3	$205K	Buy	+2,258	New	+$188K	0.08%	150
2018 Q2	–	Sell	-3,060	Closed	-$260K	–	149
2018 Q1	$260K	Buy	3,060 +88	+3%	+$7.21K	0.11%	127
2017 Q4	$243K	Hold	2,972	–	–	0.1%	136
2017 Q3	$219K	Buy	+2,972	New	+$224K	0.1%	131

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Altavista Wealth Management's YUM Position: Q4 2021 in Review

Altavista Wealth Management increased its Yum! Brands (YUM) stake by 1.4% in Q4 2021, buying an estimated $10.2K and bringing the position to 5,922 shares worth $822K. The position accounts for 0.17% of the portfolio, ranked #98.

Altavista Wealth Management first reported a position in YUM in Q3 2017 and has held it in 17 quarters since. 1,170 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

Altavista Wealth Management held 5,922 shares of Yum! Brands worth $822K as of Q4 2021.
Altavista Wealth Management bought 80 Yum! Brands shares in Q4 2021, an estimated $10.2K.
Yum! Brands made up 0.17% of Altavista Wealth Management's portfolio in Q4 2021, its #98 holding.
Altavista Wealth Management first reported a position in Yum! Brands in Q3 2017 and has held it in 17 quarters since.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.