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Wealthstreet Investment Advisors’s Yum! Brands YUM Stock Holding History

Wealthstreet Investment Advisors’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
-16,991
Closed -$1.84M – 335
2021
Q1 		$1.84M Hold
16,991
– – 0.18% 123
2020
Q4 		$1.84M Sell
16,991
-150
-0.9% -$15.3K 0.19% 120
2020
Q3 		$1.56M Sell
17,141
-102
-0.6% -$9.4K 0.17% 119
2020
Q2 		$1.5M Hold
17,243
– – 0.18% 114
2020
Q1 		$1.18M Sell
17,243
-1,319
-7% -$123K 0.17% 117
2019
Q4 		$1.87M Sell
18,562
-100
-0.5% -$10.4K 0.22% 104
2019
Q3 		$2.05M Buy
18,662
+1
+0% +$114 0.26% 89
2019
Q2 		$2.06M Sell
18,661
-270
-1% -$28K 0.27% 93
2019
Q1 		$1.89M Sell
18,931
-100
-0.5% -$9.47K 0.25% 98
2018
Q4 		$1.76M Sell
19,031
-1,440
-7% -$129K 0.25% 98
2018
Q3 		$1.86M Sell
20,471
-790
-4% -$65.9K 0.23% 99
2018
Q2 		$1.66M Buy
21,261
+370
+2% +$30.9K 0.22% 109
2018
Q1 		$1.78M Buy
20,891
+100
+0.5% +$8.2K 0.22% 106
2017
Q4 		$1.7M Buy
+20,791
New +$1.64M 0.21% 114

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

Wealthstreet Investment Advisors's YUM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 16,991 shares — an estimated $1.84M sold.

Wealthstreet Investment Advisors first reported a position in YUM in Q4 2017 and held it in 14 quarters. The position peaked at $2.06M in Q2 2019. 1,082 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 16,991 Yum! Brands shares in Q2 2021, an estimated $1.84M.
  • Wealthstreet Investment Advisors first reported a position in Yum! Brands in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Yum! Brands position peaked at $2.06M in Q2 2019.
  • 1,082 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.