Appleton Partners’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 | $577K | Sell |
3,895
-220
| -5% | -$32.6K | 0.04% | 173 |
|
|
2025
Q1 | $648K | Sell |
4,115
-1,177
| -22% | -$185K | 0.05% | 159 |
|
|
2024
Q4 | $710K | Sell |
5,292
-763
| -13% | -$102K | 0.05% | 149 |
|
|
2024
Q3 | $846K | Sell |
6,055
-579
| -9% | -$80.9K | 0.06% | 140 |
|
|
2024
Q2 | $879K | Sell |
6,634
-20
| -0.3% | -$2.65K | 0.07% | 138 |
|
|
2024
Q1 | $923K | Sell |
6,654
-322
| -5% | -$44.7K | 0.07% | 142 |
|
|
2023
Q4 | $911K | Sell |
6,976
-107
| -2% | -$14K | 0.07% | 142 |
|
|
2023
Q3 | $885K | Hold |
7,083
| – | – | 0.08% | 139 |
|
|
2023
Q2 | $981K | Sell |
7,083
-110
| -2% | -$15.2K | 0.08% | 141 |
|
|
2023
Q1 | $950K | Sell |
7,193
-2
| -0% | -$264 | 0.08% | 154 |
|
|
2022
Q4 | $922K | Sell |
7,195
-2
| -0% | -$256 | 0.09% | 156 |
|
|
2022
Q3 | $765K | Buy |
+7,197
| New | +$765K | 0.08% | 161 |
|