Selective Wealth Management’s Yum! Brands YUM Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-100	Closed	-$11K	–	754
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	515
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	555
2022 Q1	$12K	Sell	100 -200	-67%	-$24.6K	﹤0.01%	522
2021 Q4	$42K	Hold	300	–	–	0.02%	303
2021 Q3	$37K	Sell	300 -4,320	-94%	-$548K	0.02%	287
2021 Q2	$531K	Buy	4,620 +4,320	+1,440%	+$509K	0.42%	32
2021 Q1	$32K	Buy	+300	New	+$31.8K	0.03%	158
2020 Q3	–	Sell	-194	Closed	-$17K	–	422
2020 Q2	$17K	Hold	194	–	–	0.01%	192
2020 Q1	$13K	Hold	194	–	–	0.02%	141
2019 Q4	$20K	Hold	194	–	–	0.02%	121
2019 Q3	$22K	Buy	+194	New	+$22.2K	0.03%	118

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Selective Wealth Management's YUM Position: Q4 2022 in Review

Selective Wealth Management sold out of Yum! Brands (YUM) in Q4 2022, closing a stake of 100 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in YUM in Q3 2019 and held it in 11 quarters. The position peaked at $531K in Q2 2021. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

Selective Wealth Management reported no remaining Yum! Brands position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 100 Yum! Brands shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in Yum! Brands in Q3 2019 and held it in 11 quarters.
Selective Wealth Management's Yum! Brands position peaked at $531K in Q2 2021.
1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.