Annis Gardner Whiting Capital Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
995
+137
| +16% | +$20.3K | 0.05% | 250 |
|
|
2025
Q1 | $135K | Hold |
858
| – | – | 0.06% | 232 |
|
|
2024
Q4 | $115K | Sell |
858
-7
| -0.8% | -$939 | 0.03% | 263 |
|
|
2024
Q3 | $121K | Hold |
865
| – | – | 0.03% | 267 |
|
|
2024
Q2 | $115K | Sell |
865
-21
| -2% | -$2.78K | 0.03% | 283 |
|
|
2024
Q1 | $123K | Sell |
886
-24
| -3% | -$3.33K | 0.04% | 252 |
|
|
2023
Q4 | $119K | Sell |
910
-16
| -2% | -$2.09K | 0.05% | 197 |
|
|
2023
Q3 | $116K | Buy |
+926
| New | +$116K | 0.06% | 187 |
|