GWANC
YUM icon

Guardian Wealth Advisors (North Carolina)’s Yum! Brands YUM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q1 		– Sell
-1,447
Closed -$201K – 287
2021
Q4 		$201K Buy
+1,447
New +$185K 0.09% 144

Other funds holding YUM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s YUM Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Yum! Brands (YUM) in Q1 2022, closing a stake of 1,447 shares — an estimated $201K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in YUM in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold YUM as of Q1 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Yum! Brands position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,447 Yum! Brands shares in Q1 2022, an estimated $201K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Yum! Brands in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Yum! Brands position peaked at $201K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.