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Capital Directions Investment Advisors’s Yum! Brands YUM Stock Holding History

Capital Directions Investment Advisors’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 		– Sell
-250
Closed -$31K – 247
2021
Q3 		$31K Hold
250
– – 0.01% 167
2021
Q2 		$29K Buy
+250
New +$29.5K 0.01% 151
2018
Q3 		– Sell
-27
Closed -$2K – 240
2018
Q2 		$2K Buy
+27
New +$2.25K ﹤0.01% 149

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Directions Investment Advisors's YUM Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 250 shares — an estimated $31K sold.

Capital Directions Investment Advisors first reported a position in YUM in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2021. 1,170 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 250 Yum! Brands shares in Q4 2021, an estimated $31K.
  • Capital Directions Investment Advisors first reported a position in Yum! Brands in Q2 2018 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Yum! Brands position peaked at $31K in Q3 2021.
  • 1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.