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

Windsor 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
2019 Q4	–	Sell	-7,929	Closed	-$899K	–	124
2019 Q3	$899K	Sell	7,929 -56	-0.7%	-$6.4K	0.4%	57
2019 Q2	$883K	Sell	7,985 -165	-2%	-$17.1K	0.41%	56
2019 Q1	$813K	Sell	8,150 -710	-8%	-$67.2K	0.38%	61
2018 Q4	$814K	Sell	8,860 -265	-3%	-$23.7K	0.42%	57
2018 Q3	$829K	Sell	9,125 -490	-5%	-$40.9K	0.37%	64
2018 Q2	$752K	Buy	9,615 +69	+0.7%	+$5.76K	0.35%	66
2018 Q1	$812K	Sell	9,546 -883	-8%	-$72.4K	0.38%	60
2017 Q4	$851K	Buy	10,429 +778	+8%	+$61.5K	0.4%	52
2017 Q3	$711K	Hold	9,651	–	–	0.36%	55
2017 Q2	$711K	Sell	9,651 -204	-2%	-$14.2K	0.36%	55
2017 Q1	$629K	Buy	9,855 +693	+8%	+$45.1K	0.33%	63
2016 Q4	$580K	Buy	9,162 +228	+3%	+$14.3K	0.31%	69
2016 Q3	$583K	Buy	+8,934	New	+$570K	0.32%	66
2014 Q1	–	Sell	-289	Closed	-$16K	–	311
2013 Q4	$16K	Hold	289	–	–	0.01%	287
2013 Q3	$15K	Hold	289	–	–	0.01%	305
2013 Q2	$14K	Buy	+289	New	+$14.3K	0.01%	304

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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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management

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