Wealthcare Capital Management’s Yum! Brands YUM Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-23	Closed	-$2K	–	693
2021 Q1	$2K	Buy	+23	New	+$2.44K	﹤0.01%	621
2020 Q1	–	Sell	-29	Closed	-$3K	–	664
2019 Q4	$3K	Buy	+29	New	+$3K	﹤0.01%	375
2018 Q1	–	Sell	-40	Closed	-$3K	–	234
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	188
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	158
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	152
2017 Q1	$3K	Hold	40	–	–	﹤0.01%	156
2016 Q4	$3K	Sell	40 -16	-29%	-$1K	﹤0.01%	156
2016 Q3	$4K	Hold	56	–	–	﹤0.01%	157
2016 Q2	$3K	Hold	56	–	–	﹤0.01%	160
2016 Q1	$3K	Hold	56	–	–	﹤0.01%	171
2015 Q4	$3K	Hold	56	–	–	﹤0.01%	183
2015 Q3	$3K	Hold	56	–	–	﹤0.01%	203
2015 Q2	$4K	Sell	56 -283	-83%	-$17.9K	﹤0.01%	287
2015 Q1	$19K	Buy	339 +283	+505%	+$15.4K	﹤0.01%	412
2014 Q4	$3K	Hold	56	–	–	﹤0.01%	162
2014 Q3	$3K	Hold	56	–	–	﹤0.01%	230
2014 Q2	$3K	Hold	56	–	–	﹤0.01%	157
2014 Q1	$3K	Buy	+56	New	+$2.95K	﹤0.01%	149

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's YUM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 23 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in YUM in Q1 2014 and held it in 18 quarters. The position peaked at $19K in Q1 2015. 1,082 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

Wealthcare Capital Management reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 23 Yum! Brands shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in Yum! Brands in Q1 2014 and held it in 18 quarters.
Wealthcare Capital Management's Yum! Brands position peaked at $19K in Q1 2015.
1,082 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.