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Sonora Investment Management’s Yum! Brands YUM Stock Holding History

Sonora Investment 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
2021
Q3 		$208K Hold
1,703
– – 0.03% 201
2021
Q2 		$196K Hold
1,703
– – 0.03% 193
2021
Q1 		$184K Hold
1,703
– – 0.01% 302
2020
Q4 		$185K Sell
1,703
-50
-3% -$5.1K 0.02% 309
2020
Q3 		$160K Hold
1,753
– – 0.01% 294
2020
Q2 		$152K Buy
1,753
+253
+17% +$21.6K 0.02% 271
2020
Q1 		$103K Hold
1,500
– – 0.01% 316
2019
Q4 		$151K Hold
1,500
– – 0.01% 280
2019
Q3 		$170K Hold
1,500
– – 0.02% 257
2019
Q2 		$166K Sell
1,500
-460
-23% -$47.8K 0.02% 257
2019
Q1 		$196K Buy
1,960
+400
+26% +$37.9K 0.02% 235
2018
Q4 		$143K Sell
1,560
-68
-4% -$6.08K 0.02% 244
2018
Q3 		$148K Buy
1,628
+375
+30% +$31.3K 0.02% 240
2018
Q2 		$98K Buy
1,253
+753
+151% +$62.8K 0.02% 282
2018
Q1 		$42.6K Hold
500
– – 0.01% 420
2017
Q4 		$40.8K Hold
500
– – 0.01% 432
2017
Q3 		$36.8K Hold
500
– – 0.01% 394
2017
Q2 		$36.9K Hold
500
– – 0.01% 378
2017
Q1 		$31.9K Hold
500
– – 0.01% 393
2016
Q4 		$31.7K Sell
500
-196
-28% -$12.3K 0.01% 351
2016
Q3 		$45.4K Hold
696
– – 0.01% 310
2016
Q2 		$41.5K Hold
696
– – 0.01% 289
2016
Q1 		$40.7K Hold
696
– – 0.01% 310
2015
Q4 		$37K Sell
696
-22
-3% -$1.15K 0.01% 271
2015
Q3 		$41K Buy
+718
New +$43.5K 0.01% 239

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $4.47B AUM 4.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonora Investment Management's YUM Position: Q3 2021 in Review

Sonora Investment Management held its Yum! Brands (YUM) position steady in Q3 2021 at 1,703 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #201.

Sonora Investment Management first reported a position in YUM in Q3 2015 and has held it in 25 quarters since. 1,088 funds tracked by Wall St. Rank hold YUM as of Q3 2021.

  • Sonora Investment Management held 1,703 shares of Yum! Brands worth $208K as of Q3 2021.
  • Sonora Investment Management left its Yum! Brands share count unchanged in Q3 2021.
  • Yum! Brands made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #201 holding.
  • Sonora Investment Management first reported a position in Yum! Brands in Q3 2015 and has held it in 25 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.