BWM
YUM icon

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

Biltmore 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
2019
Q1 		– Sell
-8,365
Closed -$769K – 71
2018
Q4 		$769K Buy
8,365
+5
+0.1% +$447 0.85% 14
2018
Q3 		$760K Buy
+8,360
New +$698K 0.63% 17

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Biltmore Wealth Management's YUM Position: Q1 2019 in Review

Biltmore Wealth Management sold out of Yum! Brands (YUM) in Q1 2019, closing a stake of 8,365 shares — an estimated $769K sold.

Biltmore Wealth Management first reported a position in YUM in Q3 2018 and held it in 2 quarters. The position peaked at $769K in Q4 2018. 1,029 funds tracked by Wall St. Rank hold YUM as of Q1 2019.

  • Biltmore Wealth Management reported no remaining Yum! Brands position as of Q1 2019 after selling out during the quarter.
  • Biltmore Wealth Management sold 8,365 Yum! Brands shares in Q1 2019, an estimated $769K.
  • Biltmore Wealth Management first reported a position in Yum! Brands in Q3 2018 and held it in 2 quarters.
  • Biltmore Wealth Management's Yum! Brands position peaked at $769K in Q4 2018.
  • 1,029 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2019.

Based on Biltmore Wealth Management's 13F filing for Q1 2019, filed 8 Apr 2019.