FormulaFolio Investments’s Yum! Brands YUM Stock Holding History

FormulaFolio Investments’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	$2K	Hold	20	–	–	﹤0.01%	441
2021 Q1	$2K	Sell	20 -2,739	-99%	-$290K	﹤0.01%	412
2020 Q4	$300K	Buy	2,759 +167	+6%	+$17K	0.01%	535
2020 Q3	$237K	Sell	2,592 -3,632	-58%	-$335K	0.01%	279
2020 Q2	$541K	Sell	6,224 -476	-7%	-$40.7K	0.02%	180
2020 Q1	$459K	Buy	6,700 +2,189	+49%	+$204K	0.02%	184
2019 Q4	$454K	Buy	4,511 +2,036	+82%	+$211K	0.02%	248
2019 Q3	$281K	Sell	2,475 -25	-1%	-$2.86K	0.01%	293
2019 Q2	$277K	Buy	2,500 +312	+14%	+$32.4K	0.01%	279
2019 Q1	$218K	Buy	+2,188	New	+$207K	0.01%	310

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

FormulaFolio Investments's YUM Position: Q2 2021 in Review

FormulaFolio Investments held its Yum! Brands (YUM) position steady in Q2 2021 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

FormulaFolio Investments first reported a position in YUM in Q1 2019 and has held it in 10 quarters since. The position peaked at $541K in Q2 2020. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

FormulaFolio Investments held 20 shares of Yum! Brands worth $2K as of Q2 2021.
FormulaFolio Investments left its Yum! Brands share count unchanged in Q2 2021.
Yum! Brands made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #441 holding.
FormulaFolio Investments first reported a position in Yum! Brands in Q1 2019 and has held it in 10 quarters since.
FormulaFolio Investments's Yum! Brands position peaked at $541K in Q2 2020.
1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.