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McKinley Carter Wealth Services’s Yum! Brands YUM Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-1,153
Closed -$98K – 406
2018
Q1 		$98K Buy
+1,153
New +$94.5K 0.03% 218

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MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's YUM Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Yum! Brands (YUM) in Q2 2018, closing a stake of 1,153 shares — an estimated $98K sold.

McKinley Carter Wealth Services first reported a position in YUM in Q1 2018 and held it in 1 quarter. The position peaked at $98K in Q1 2018. 923 funds tracked by Wall St. Rank hold YUM as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Yum! Brands position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,153 Yum! Brands shares in Q2 2018, an estimated $98K.
  • McKinley Carter Wealth Services first reported a position in Yum! Brands in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Yum! Brands position peaked at $98K in Q1 2018.
  • 923 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.