WESPAC Advisors SoCal’s Yum! Brands YUM Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-78	Closed	-$7K	–	330
2019 Q1	$7K	Hold	78	–	–	﹤0.01%	270
2018 Q4	$7K	Hold	78	–	–	﹤0.01%	270
2018 Q3	$7K	Buy	+78	New	+$6.51K	﹤0.01%	258
2018 Q2	–	Sell	-78	Closed	-$6K	–	263
2018 Q1	$6K	Hold	78	–	–	﹤0.01%	216
2017 Q4	$6K	Hold	78	–	–	﹤0.01%	211
2017 Q3	$5K	Hold	78	–	–	﹤0.01%	230
2017 Q2	$5K	Hold	78	–	–	﹤0.01%	212
2017 Q1	$4.98K	Hold	78	–	–	﹤0.01%	212
2016 Q4	$4.94K	Sell	78 -30	-28%	-$1.88K	﹤0.01%	212
2016 Q3	$7.08K	Hold	108	–	–	﹤0.01%	212
2016 Q2	$6.47K	Hold	108	–	–	﹤0.01%	229
2016 Q1	$6.38K	Hold	108	–	–	﹤0.01%	227
2015 Q4	$5K	Buy	+108	New	+$5.64K	﹤0.01%	219

Other funds holding YUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company

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

JP Morgan Chase

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

Geode Capital Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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