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Copeland Capital Management’s Yum! Brands YUM Stock Holding History

Copeland Capital 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
Q1 		– Sell
-80
Closed -$8K – 310
2019
Q4 		$8K Hold
80
– – ﹤0.01% 222
2019
Q3 		$9K Hold
80
– – ﹤0.01% 214
2019
Q2 		$9K Hold
80
– – ﹤0.01% 217
2019
Q1 		$8K Hold
80
– – ﹤0.01% 220
2018
Q4 		$7K Buy
+80
New +$7.15K ﹤0.01% 224

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Copeland Capital Management's YUM Position: Q1 2020 in Review

Copeland Capital Management sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 80 shares — an estimated $8K sold.

Copeland Capital Management first reported a position in YUM in Q4 2018 and held it in 5 quarters. The position peaked at $9K in Q3 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Copeland Capital Management reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Copeland Capital Management sold 80 Yum! Brands shares in Q1 2020, an estimated $8K.
  • Copeland Capital Management first reported a position in Yum! Brands in Q4 2018 and held it in 5 quarters.
  • Copeland Capital Management's Yum! Brands position peaked at $9K in Q3 2019.
  • 942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Copeland Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.