Wagner Wealth Management (South Carolina)’s Yum! Brands YUM Stock Holding History

Wagner Wealth Management (South Carolina)’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	-29	Closed	-$3K	–	702
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	591
2022 Q2	$3K	Buy	+29	New	+$3.37K	﹤0.01%	602
2022 Q1	–	Sell	-29	Closed	-$4K	–	664
2021 Q4	$4K	Hold	29	–	–	﹤0.01%	597
2021 Q3	$4K	Hold	29	–	–	﹤0.01%	570
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	625
2021 Q1	$3K	Buy	+29	New	+$3.07K	﹤0.01%	595
2018 Q3	$26K	Buy	287 +120	+72%	+$10K	0.02%	321
2018 Q2	$13K	Buy	167 +1	+0.6%	+$83	0.01%	370
2018 Q1	$14K	Buy	166 +55	+50%	+$4.51K	0.01%	331
2017 Q4	$9K	Buy	+111	New	+$8.78K	0.01%	428

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

Wagner Wealth Management (South Carolina)'s YUM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Yum! Brands (YUM) in Q4 2022, closing a stake of 29 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in YUM in Q4 2017 and held it in 10 quarters. The position peaked at $26K in Q3 2018. 1,177 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Yum! Brands position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 29 Yum! Brands shares in Q4 2022, an estimated $3K.
Wagner Wealth Management (South Carolina) first reported a position in Yum! Brands in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Yum! Brands position peaked at $26K in Q3 2018.
1,177 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.