Polaris Wealth Advisory Group’s Yum! Brands YUM Stock Holding History

Polaris Wealth Advisory Group’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	-154,720	Closed	-$16.6M	–	210
2020 Q4	$16.6M	Buy	154,720 +3,330	+2%	+$340K	1.24%	33
2020 Q3	$14.2M	Sell	151,390 -69,317	-31%	-$6.39M	1.34%	32
2020 Q2	$19.1M	Sell	220,707 -29,450	-12%	-$2.52M	1.51%	32
2020 Q1	$17.1M	Buy	+250,157	New	+$23.3M	1.86%	22
2018 Q4	–	Sell	-101	Closed	-$9K	–	480
2018 Q3	$9K	Buy	+101	New	+$8.43K	﹤0.01%	414
2018 Q2	–	Sell	-101	Closed	-$9K	–	439
2018 Q1	$9K	Buy	+101	New	+$8.28K	﹤0.01%	369

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's YUM Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 154,720 shares — an estimated $16.6M sold.

Polaris Wealth Advisory Group first reported a position in YUM in Q1 2018 and held it in 6 quarters. The position peaked at $19.1M in Q2 2020. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

Polaris Wealth Advisory Group reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 154,720 Yum! Brands shares in Q1 2021, an estimated $16.6M.
Polaris Wealth Advisory Group first reported a position in Yum! Brands in Q1 2018 and held it in 6 quarters.
Polaris Wealth Advisory Group's Yum! Brands position peaked at $19.1M in Q2 2020.
1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.