HGWM
YUM icon

Harvest Group Wealth Management’s Yum! Brands YUM Stock Holding History

Harvest Group 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
Q1 		– Sell
-133
Closed -$14K – 740
2020
Q4 		$14K Buy
133
+1
+0.8% +$102 0.01% 203
2020
Q3 		$12K Buy
132
+1
+0.8% +$92 0.01% 210
2020
Q2 		$11K Buy
131
+1
+0.8% +$85 0.01% 207
2020
Q1 		$8K Hold
130
– – 0.01% 231
2019
Q4 		$13K Hold
130
– – 0.01% 210
2019
Q3 		$15K Buy
130
+1
+0.8% +$114 0.02% 198
2019
Q2 		$14K Hold
129
– – 0.02% 186
2019
Q1 		$13K Buy
+129
New +$12.2K 0.01% 210

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
JP Morgan Chase
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Group Wealth Management's YUM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 133 shares — an estimated $14K sold.

Harvest Group Wealth Management first reported a position in YUM in Q1 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2019. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 133 Yum! Brands shares in Q1 2021, an estimated $14K.
  • Harvest Group Wealth Management first reported a position in Yum! Brands in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Yum! Brands position peaked at $15K in Q3 2019.
  • 1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.