Kaizen Advisory’s Yum! Brands YUM Stock Holding History

Kaizen Advisory’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
2018 Q4	$83K	Buy	898 +124	+16%	+$11.1K	0.06%	250
2018 Q3	$70K	Hold	774	–	–	0.04%	279
2018 Q2	$61K	Buy	774 +439	+131%	+$36.6K	0.03%	297
2018 Q1	$29K	Hold	335	–	–	0.03%	275
2017 Q4	$27K	Buy	+335	New	+$26.5K	0.02%	272

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SGA

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

Kaizen Advisory's YUM Position: Q4 2018 in Review

Kaizen Advisory increased its Yum! Brands (YUM) stake by 16% in Q4 2018, buying an estimated $11.1K and bringing the position to 898 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #250.

Kaizen Advisory first reported a position in YUM in Q4 2017 and has held it in 5 quarters since. 995 funds tracked by Wall St. Rank hold YUM as of Q4 2018.

Kaizen Advisory held 898 shares of Yum! Brands worth $83K as of Q4 2018.
Kaizen Advisory bought 124 Yum! Brands shares in Q4 2018, an estimated $11.1K.
Yum! Brands made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #250 holding.
Kaizen Advisory first reported a position in Yum! Brands in Q4 2017 and has held it in 5 quarters since.
995 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.