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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
2016
Q2 		– Sell
-602
Closed -$35K – 992
2016
Q1 		$35K Buy
602
+379
+170% +$19.9K 0.01% 452
2015
Q4 		$12K Buy
+223
New +$11.6K ﹤0.01% 731

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.