Summit Wealth & Retirement Planning’s Yum! Brands YUM Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-5,987	Closed	-$650K	–	125
2020 Q4	$650K	Hold	5,987	–	–	0.25%	70
2020 Q3	$547K	Hold	5,987	–	–	0.23%	70
2020 Q2	$520K	Hold	5,987	–	–	0.24%	73
2020 Q1	$410K	Hold	5,987	–	–	0.22%	77
2019 Q4	$603K	Hold	5,987	–	–	0.27%	74
2019 Q3	$679K	Hold	5,987	–	–	0.41%	57
2019 Q2	$663K	Hold	5,987	–	–	0.39%	63
2019 Q1	$598K	Hold	5,987	–	–	0.36%	70
2018 Q4	$550K	Buy	+5,987	New	+$535K	0.42%	58

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth & Retirement Planning's YUM Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 5,987 shares — an estimated $650K sold.

Summit Wealth & Retirement Planning first reported a position in YUM in Q4 2018 and held it in 9 quarters. The position peaked at $679K in Q3 2019. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 5,987 Yum! Brands shares in Q1 2021, an estimated $650K.
Summit Wealth & Retirement Planning first reported a position in Yum! Brands in Q4 2018 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Yum! Brands position peaked at $679K in Q3 2019.
1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.