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

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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

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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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