AE Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
10,973
+243
| +2% | +$38.5K | 0.01% | 694 |
|
|
2025
Q4 | $1.62M | Sell |
10,730
-152,198
| -93% | -$22.5M | 0.01% | 672 |
|
|
2025
Q3 | $24.8M | Buy |
162,928
+7,530
| +5% | +$1.11M | 0.16% | 145 |
|
|
2025
Q2 | $23M | Buy |
155,398
+8,406
| +6% | +$1.23M | 0.17% | 138 |
|
|
2025
Q1 | $23.1M | Sell |
146,992
-346
| -0.2% | -$49.8K | 0.19% | 119 |
|
|
2024
Q4 | $19.8M | Sell |
147,338
-28,611
| -16% | -$3.87M | 0.17% | 141 |
|
|
2024
Q3 | $24.6M | Buy |
175,949
+44,501
| +34% | +$5.92M | 0.22% | 108 |
|
|
2024
Q2 | $17.4M | Buy |
131,448
+12,610
| +11% | +$1.74M | 0.17% | 138 |
|
|
2024
Q1 | $16.5M | Buy |
118,838
+9,521
| +9% | +$1.27M | 0.19% | 146 |
|
|
2023
Q4 | $14.1M | Buy |
109,317
+21,708
| +25% | +$2.71M | 0.07% | 317 |
|
|
2023
Q3 | $10.9M | Buy |
87,609
+12,311
| +16% | +$1.62M | 0.07% | 358 |
|
|
2023
Q2 | $10.4M | Buy |
75,298
+62,112
| +471% | +$8.42M | 0.06% | 355 |
|
|
2023
Q1 | $1.74M | Sell |
13,186
-17
| -0.1% | -$2.19K | 0.01% | 850 |
|
|
2022
Q4 | $1.69M | Sell |
13,203
-1,109
| -8% | -$134K | 0.01% | 803 |
|
|
2022
Q3 | $1.52M | Buy |
14,312
+256
| +2% | +$29.7K | 0.01% | 793 |
|
|
2022
Q2 | $1.6M | Buy |
14,056
+10
| +0.1% | +$1.16K | 0.01% | 740 |
|
|
2022
Q1 | $1.67M | Buy |
14,046
+3,349
| +31% | +$413K | 0.01% | 747 |
|
|
2021
Q4 | $1.49M | Buy |
10,697
+355
| +3% | +$45.4K | 0.01% | 795 |
|
|
2021
Q3 | $1.26M | Buy |
10,342
+1,082
| +12% | +$137K | 0.01% | 798 |
|
|
2021
Q2 | $1.06M | Buy |
9,260
+720
| +8% | +$84.9K | 0.01% | 812 |
|
|
2021
Q1 | $924K | Buy |
8,540
+1,198
| +16% | +$127K | 0.01% | 798 |
|
|
2020
Q4 | $797K | Buy |
7,342
+441
| +6% | +$45K | 0.01% | 782 |
|
|
2020
Q3 | $630K | Sell |
6,901
-7,342
| -52% | -$677K | 0.01% | 789 |
|
|
2020
Q2 | $1.24M | Buy |
14,243
+8,598
| +152% | +$734K | 0.02% | 549 |
|
|
2020
Q1 | $387K | Sell |
5,645
-703
| -11% | -$65.6K | 0.01% | 771 |
|
|
2019
Q4 | $639K | Buy |
6,348
+244
| +4% | +$25.3K | 0.01% | 654 |
|
|
2019
Q3 | $692K | Buy |
6,104
+12
| +0.2% | +$1.37K | 0.02% | 534 |
|
|
2019
Q2 | $674K | Buy |
6,092
+2,900
| +91% | +$301K | 0.02% | 510 |
|
|
2019
Q1 | $319K | Sell |
3,192
-99
| -3% | -$9.38K | 0.02% | 443 |
|
|
2018
Q4 | $302K | Buy |
3,291
+629
| +24% | +$56.2K | 0.05% | 347 |
|
|
2018
Q3 | $242K | Buy |
+2,662
| New | +$222K | 0.01% | 510 |
|
Other funds holding YUM
VCM
VPM
