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Regent Peak Wealth Advisors’s Yum! Brands YUM Stock Holding History

Regent Peak Wealth Advisors’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
-126
Closed -$14K – 1032
2020
Q4 		$14K Buy
+126
New +$12.9K ﹤0.01% 520

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

Regent Peak Wealth Advisors's YUM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 126 shares — an estimated $14K sold.

Regent Peak Wealth Advisors first reported a position in YUM in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 126 Yum! Brands shares in Q1 2021, an estimated $14K.
  • Regent Peak Wealth Advisors first reported a position in Yum! Brands in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Yum! Brands position peaked at $14K in Q4 2020.
  • 1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.