Resource Planning Group’s Yum! Brands YUM Stock Holding History

Resource Planning 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 Q4	–	Sell	-2,656	Closed	-$325K	–	90
2021 Q3	$325K	Hold	2,656	–	–	0.2%	60
2021 Q2	$306K	Hold	2,656	–	–	0.18%	61
2021 Q1	$287K	Hold	2,656	–	–	0.19%	56
2020 Q4	$288K	Hold	2,656	–	–	0.2%	55
2020 Q3	$242K	Hold	2,656	–	–	0.18%	56
2020 Q2	$231K	Buy	+2,656	New	+$227K	0.17%	53
2020 Q1	–	Sell	-2,656	Closed	-$268K	–	60
2019 Q4	$268K	Hold	2,656	–	–	0.15%	53
2019 Q3	$301K	Hold	2,656	–	–	0.18%	52
2019 Q2	$294K	Hold	2,656	–	–	0.17%	52
2019 Q1	$265K	Hold	2,656	–	–	0.18%	43
2018 Q4	$244K	Hold	2,656	–	–	0.18%	41
2018 Q3	$241K	Buy	+2,656	New	+$222K	0.19%	39

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resource Planning Group's YUM Position: Q4 2021 in Review

Resource Planning Group sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 2,656 shares — an estimated $325K sold.

Resource Planning Group first reported a position in YUM in Q3 2018 and held it in 12 quarters. The position peaked at $325K in Q3 2021. 1,169 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

Resource Planning Group reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 2,656 Yum! Brands shares in Q4 2021, an estimated $325K.
Resource Planning Group first reported a position in Yum! Brands in Q3 2018 and held it in 12 quarters.
Resource Planning Group's Yum! Brands position peaked at $325K in Q3 2021.
1,169 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.