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Reilly Financial Advisors’s Yum! Brands YUM Stock Holding History

Reilly Financial 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
Q4 		$239K Buy
1,720
+25
+1% +$3.2K 0.02% 191
2021
Q3 		$207K Hold
1,695
– – 0.02% 195
2021
Q2 		$195K Hold
1,695
– – 0.02% 210
2021
Q1 		$183K Hold
1,695
– – 0.02% 203
2020
Q4 		$184K Hold
1,695
– – 0.02% 197
2020
Q3 		$155K Hold
1,695
– – 0.02% 197
2020
Q2 		$147K Buy
1,695
+1,215
+253% +$104K 0.02% 197
2020
Q1 		$33K Hold
480
– – ﹤0.01% 356
2019
Q4 		$48K Hold
480
– – 0.01% 340
2019
Q3 		$54K Hold
480
– – 0.01% 336
2019
Q2 		$53K Sell
480
-5
-1% -$519 0.01% 351
2019
Q1 		$48K Buy
485
+5
+1% +$474 0.01% 364
2018
Q4 		$44K Buy
480
+200
+71% +$17.9K 0.01% 354
2018
Q3 		$25K Hold
280
– – ﹤0.01% 505
2018
Q2 		$22K Hold
280
– – ﹤0.01% 477
2018
Q1 		$24K Sell
280
-311
-53% -$25.5K ﹤0.01% 442
2017
Q4 		$48K Hold
591
– – 0.01% 338
2017
Q3 		$44K Sell
591
-280
-32% -$21.1K 0.01% 335
2017
Q2 		$64K Buy
871
+400
+85% +$27.8K 0.01% 273
2017
Q1 		$30K Hold
471
– – ﹤0.01% 396
2016
Q4 		$30K Buy
471
+111
+31% +$6.97K 0.01% 372
2016
Q3 		$23K Sell
360
-242
-40% -$15.4K ﹤0.01% 394
2016
Q2 		$36K Buy
+602
New +$35.5K 0.01% 298
2015
Q4 		– Sell
-223
Closed -$11.6K – 1406
2015
Q3 		$13K Hold
223
– – ﹤0.01% 717
2015
Q2 		$14K Sell
223
-173
-44% -$11K ﹤0.01% 773
2015
Q1 		$22K Buy
+396
New +$21.6K ﹤0.01% 645
2013
Q4 		– Sell
-401
Closed -$20K – 868
2013
Q3 		$20K Sell
401
-167
-29% -$8.66K 0.01% 351
2013
Q2 		$29K Buy
+568
New +$28.1K 0.01% 293

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's YUM Position: Q4 2021 in Review

Reilly Financial Advisors increased its Yum! Brands (YUM) stake by 1.5% in Q4 2021, buying an estimated $3.2K and bringing the position to 1,720 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #191.

Reilly Financial Advisors first reported a position in YUM in Q2 2013 and has held it in 28 quarters since. 1,170 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

  • Reilly Financial Advisors held 1,720 shares of Yum! Brands worth $239K as of Q4 2021.
  • Reilly Financial Advisors bought 25 Yum! Brands shares in Q4 2021, an estimated $3.2K.
  • Yum! Brands made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #191 holding.
  • Reilly Financial Advisors first reported a position in Yum! Brands in Q2 2013 and has held it in 28 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.