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

Elmwood 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
2021 Q2	$58K	Hold	500	–	–	0.03%	162
2021 Q1	$54K	Buy	+500	New	+$52.9K	0.03%	162
2019 Q2	–	Sell	-57	Closed	-$6K	–	307
2019 Q1	$6K	Hold	57	–	–	0.01%	217
2018 Q4	$5K	Buy	+57	New	+$5.1K	﹤0.01%	233

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's YUM Position: Q2 2021 in Review

Elmwood Wealth Management held its Yum! Brands (YUM) position steady in Q2 2021 at 500 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #162.

Elmwood Wealth Management first reported a position in YUM in Q4 2018 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

Elmwood Wealth Management held 500 shares of Yum! Brands worth $58K as of Q2 2021.
Elmwood Wealth Management left its Yum! Brands share count unchanged in Q2 2021.
Yum! Brands made up 0.03% of Elmwood Wealth Management's portfolio in Q2 2021, its #162 holding.
Elmwood Wealth Management first reported a position in Yum! Brands in Q4 2018 and has held it in 4 quarters since.
1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.