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Regal Wealth Group’s Yum! Brands YUM Stock Holding History

Regal Wealth 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
Q2 		– Sell
-142
Closed -$15K – 251
2021
Q1 		$15K Buy
142
+1
+0.7% +$106 0.01% 159
2020
Q4 		$15K Hold
141
– – 0.01% 148
2020
Q3 		$13K Buy
141
+1
+0.7% +$92 0.01% 138
2020
Q2 		$12K Buy
+140
New +$12K 0.01% 140

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Wealth Group's YUM Position: Q2 2021 in Review

Regal Wealth Group sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 142 shares — an estimated $15K sold.

Regal Wealth Group first reported a position in YUM in Q2 2020 and held it in 4 quarters. The position peaked at $15K in Q1 2021. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • Regal Wealth Group reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 142 Yum! Brands shares in Q2 2021, an estimated $15K.
  • Regal Wealth Group first reported a position in Yum! Brands in Q2 2020 and held it in 4 quarters.
  • Regal Wealth Group's Yum! Brands position peaked at $15K in Q1 2021.
  • 1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.