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CLA (CliftonLarsonAllen) Wealth Advisors’s Yum! Brands YUM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
-2,609
Closed -$319K – 304
2021
Q3 		$319K Hold
2,609
– – 0.01% 264
2021
Q2 		$300K Buy
+2,609
New +$308K 0.01% 269

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

CLA (CliftonLarsonAllen) Wealth Advisors's YUM Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 2,609 shares — an estimated $319K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in YUM in Q2 2021 and held it in 2 quarters. The position peaked at $319K in Q3 2021. 1,169 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,609 Yum! Brands shares in Q4 2021, an estimated $319K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Yum! Brands in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Yum! Brands position peaked at $319K in Q3 2021.
  • 1,169 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.