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

Altium 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
2022 Q2	$674K	Sell	5,934 -72	-1%	-$8.37K	0.05%	201
2022 Q1	$712K	Buy	6,006 +56	+0.9%	+$6.9K	0.05%	202
2021 Q4	$826K	Sell	5,950 -19	-0.3%	-$2.43K	0.05%	176
2021 Q3	$730K	Sell	5,969 -10	-0.2%	-$1.27K	0.05%	171
2021 Q2	$688K	Hold	5,979	–	–	0.05%	175
2021 Q1	$647K	Hold	5,979	–	–	0.05%	174
2020 Q4	$649K	Sell	5,979 -79	-1%	-$8.06K	0.06%	147
2020 Q3	$553K	Sell	6,058 -40	-0.7%	-$3.69K	0.06%	149
2020 Q2	$530K	Sell	6,098 -931	-13%	-$79.5K	0.06%	151
2020 Q1	$482K	Sell	7,029 -2,055	-23%	-$192K	0.07%	138
2019 Q4	$915K	Sell	9,084 -371	-4%	-$38.4K	0.11%	105
2019 Q3	$1.07M	Buy	9,455 +201	+2%	+$23K	0.14%	88
2019 Q2	$1.02M	Buy	9,254 +474	+5%	+$49.2K	0.15%	79
2019 Q1	$876K	Buy	8,780 +660	+8%	+$62.5K	0.14%	91
2018 Q4	$746K	Buy	8,120 +995	+14%	+$88.9K	0.14%	102
2018 Q3	$648K	Buy	7,125 +583	+9%	+$48.6K	0.12%	132
2018 Q2	$512K	Buy	6,542 +612	+10%	+$51.1K	0.14%	115
2018 Q1	$505K	Buy	5,930 +7	+0.1%	+$574	0.2%	84
2017 Q4	$483K	Buy	+5,923	New	+$469K	0.22%	80

Other funds holding YUM

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

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

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

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

MAM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Altium Wealth Management's YUM Position: Q2 2022 in Review

Altium Wealth Management reduced its Yum! Brands (YUM) stake by 1.2% in Q2 2022, selling an estimated $8.37K and leaving 5,934 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #201.

Altium Wealth Management first reported a position in YUM in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2019. 1,092 funds tracked by Wall St. Rank hold YUM as of Q2 2022.

Altium Wealth Management held 5,934 shares of Yum! Brands worth $674K as of Q2 2022.
Altium Wealth Management sold 72 Yum! Brands shares in Q2 2022, an estimated $8.37K.
Yum! Brands made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #201 holding.
Altium Wealth Management first reported a position in Yum! Brands in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Yum! Brands position peaked at $1.07M in Q3 2019.
1,092 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.