BCWM
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Blue Chip Wealth Management’s Yum! Brands YUM Stock Holding History

Blue Chip 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
2020
Q3 		$301K Sell
3,297
-666
-17% -$61.4K 0.24% 81
2020
Q2 		$344K Buy
3,963
+49
+1% +$4.18K 0.33% 69
2020
Q1 		$268K Sell
3,914
-2,328
-37% -$217K 0.33% 69
2019
Q4 		$629K Buy
6,242
+27
+0.4% +$2.8K 0.58% 48
2019
Q3 		$705K Buy
6,215
+160
+3% +$18.3K 0.74% 40
2019
Q2 		$670K Buy
6,055
+410
+7% +$42.6K 0.71% 42
2019
Q1 		$563K Buy
5,645
+1,887
+50% +$179K 0.64% 47
2018
Q4 		$345K Buy
3,758
+76
+2% +$6.79K 0.45% 60
2018
Q3 		$335K Sell
3,682
-1,190
-24% -$99.3K 0.34% 73
2018
Q2 		$381K Buy
4,872
+1,984
+69% +$166K 0.41% 65
2018
Q1 		$246K Buy
+2,888
New +$237K 0.25% 90

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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