Peloton Wealth Strategists’s Yum! Brands YUM Stock Holding History

Peloton Wealth Strategists’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 Q3	–	Sell	-19,204	Closed	-$739K	–	62
2018 Q2	$739K	Buy	19,204 +1	+0%	+$83	0.54%	55
2018 Q1	$797K	Sell	19,203 -248	-1%	-$20.3K	0.6%	53
2017 Q4	$778K	Buy	19,451 +4,251	+28%	+$336K	0.58%	56
2017 Q3	$608K	Buy	+15,200	New	+$1.14M	0.47%	60

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

Peloton Wealth Strategists's YUM Position: Q3 2018 in Review

Peloton Wealth Strategists sold out of Yum! Brands (YUM) in Q3 2018, closing a stake of 19,204 shares — an estimated $739K sold.

Peloton Wealth Strategists first reported a position in YUM in Q3 2017 and held it in 4 quarters. The position peaked at $797K in Q1 2018. 941 funds tracked by Wall St. Rank hold YUM as of Q3 2018.

Peloton Wealth Strategists reported no remaining Yum! Brands position as of Q3 2018 after selling out during the quarter.
Peloton Wealth Strategists sold 19,204 Yum! Brands shares in Q3 2018, an estimated $739K.
Peloton Wealth Strategists first reported a position in Yum! Brands in Q3 2017 and held it in 4 quarters.
Peloton Wealth Strategists's Yum! Brands position peaked at $797K in Q1 2018.
941 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2018.

Based on Peloton Wealth Strategists's 13F filing for Q3 2018, filed 14 Nov 2018.