Mosaic Family Wealth’s Yum! Brands YUM Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-269	Closed	-$27K	–	617
2019 Q1	$27K	Hold	269	–	–	0.01%	401
2018 Q4	$25K	Hold	269	–	–	0.01%	402
2018 Q3	$24K	Sell	269 -31	-10%	-$2.59K	0.01%	420
2018 Q2	$23K	Buy	300 +31	+12%	+$2.59K	0.01%	448
2018 Q1	$23K	Hold	269	–	–	0.01%	416
2017 Q4	$22K	Hold	269	–	–	0.01%	436
2017 Q3	$20K	Hold	269	–	–	0.01%	477
2017 Q2	$20K	Hold	269	–	–	0.01%	441
2017 Q1	$17K	Hold	269	–	–	0.01%	457
2016 Q4	$17K	Sell	269 -105	-28%	-$6.59K	0.01%	453
2016 Q3	$24K	Hold	374	–	–	0.01%	422
2016 Q2	$23K	Hold	374	–	–	0.01%	431
2016 Q1	$22K	Hold	374	–	–	0.01%	422
2015 Q4	$19K	Buy	+374	New	+$19.5K	0.01%	455

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SGA

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

Mosaic Family Wealth's YUM Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Yum! Brands (YUM) in Q2 2019, closing a stake of 269 shares — an estimated $27K sold.

Mosaic Family Wealth first reported a position in YUM in Q4 2015 and held it in 14 quarters. The position peaked at $27K in Q1 2019. 1,023 funds tracked by Wall St. Rank hold YUM as of Q2 2019.

Mosaic Family Wealth reported no remaining Yum! Brands position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 269 Yum! Brands shares in Q2 2019, an estimated $27K.
Mosaic Family Wealth first reported a position in Yum! Brands in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Yum! Brands position peaked at $27K in Q1 2019.
1,023 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.