Atria Investments’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 | $4.18M | Buy |
26,914
+90
| +0.3% | +$14.3K | 0.05% | 425 |
|
|
2025
Q4 | $4.06M | Sell |
26,824
-533
| -2% | -$79K | 0.05% | 448 |
|
|
2025
Q3 | $4.16M | Buy |
27,357
+8
| +0% | +$1.18K | 0.05% | 452 |
|
|
2025
Q2 | $4.05M | Buy |
27,349
+449
| +2% | +$65.6K | 0.05% | 449 |
|
|
2025
Q1 | $4.23M | Buy |
26,900
+1,963
| +8% | +$283K | 0.05% | 420 |
|
|
2024
Q4 | $3.35M | Buy |
24,937
+92
| +0.4% | +$12.4K | 0.04% | 487 |
|
|
2024
Q3 | $3.47M | Sell |
24,845
-2,650
| -10% | -$352K | 0.04% | 472 |
|
|
2024
Q2 | $3.64M | Sell |
27,495
-3,009
| -10% | -$414K | 0.05% | 434 |
|
|
2024
Q1 | $4.23M | Buy |
30,504
+3,608
| +13% | +$482K | 0.06% | 387 |
|
|
2023
Q4 | $3.51M | Sell |
26,896
-1,818
| -6% | -$227K | 0.05% | 392 |
|
|
2023
Q3 | $3.59M | Buy |
28,714
+2,222
| +8% | +$292K | 0.06% | 371 |
|
|
2023
Q2 | $3.67M | Sell |
26,492
-1,563
| -6% | -$212K | 0.07% | 351 |
|
|
2023
Q1 | $3.7M | Buy |
28,055
+979
| +4% | +$126K | 0.07% | 335 |
|
|
2022
Q4 | $3.47M | Buy |
27,076
+2,549
| +10% | +$309K | 0.07% | 346 |
|
|
2022
Q3 | $2.61M | Buy |
24,527
+371
| +2% | +$43.1K | 0.06% | 404 |
|
|
2022
Q2 | $2.74M | Buy |
24,156
+187
| +0.8% | +$21.7K | 0.06% | 404 |
|
|
2022
Q1 | $2.84M | Buy |
23,969
+299
| +1% | +$36.8K | 0.05% | 450 |
|
|
2021
Q4 | $3.29M | Buy |
23,670
+923
| +4% | +$118K | 0.06% | 392 |
|
|
2021
Q3 | $2.78M | Buy |
22,747
+333
| +1% | +$42.3K | 0.05% | 411 |
|
|
2021
Q2 | $2.58M | Buy |
22,414
+747
| +3% | +$88.1K | 0.05% | 413 |
|
|
2021
Q1 | $2.34M | Buy |
21,667
+455
| +2% | +$48.2K | 0.05% | 403 |
|
|
2020
Q4 | $2.3M | Sell |
21,212
-81
| -0.4% | -$8.27K | 0.06% | 382 |
|
|
2020
Q3 | $1.94M | Sell |
21,293
-714
| -3% | -$65.8K | 0.06% | 350 |
|
|
2020
Q2 | $1.91M | Buy |
+22,007
| New | +$1.88M | 0.07% | 322 |
|
|
2020
Q1 | – | Sell |
-19,182
| Closed | -$1.93M | – | 1218 |
|
|
2019
Q4 | $1.93M | Sell |
19,182
-230
| -1% | -$23.8K | 0.05% | 321 |
|
|
2019
Q3 | $2.2M | Buy |
19,412
+11,749
| +153% | +$1.34M | 0.08% | 211 |
|
|
2019
Q2 | $892K | Buy |
7,663
+2,059
| +37% | +$214K | 0.03% | 434 |
|
|
2019
Q1 | $559K | Buy |
5,604
+382
| +7% | +$36.2K | 0.02% | 503 |
|
|
2018
Q4 | $480K | Sell |
5,222
-840
| -14% | -$75.1K | 0.02% | 515 |
|
|
2018
Q3 | $551K | Sell |
6,062
-141
| -2% | -$11.8K | 0.02% | 565 |
|
|
2018
Q2 | $485K | Buy |
6,203
+915
| +17% | +$76.3K | 0.02% | 584 |
|
|
2018
Q1 | $450K | Sell |
5,288
-5
| -0.1% | -$410 | 0.02% | 546 |
|
|
2017
Q4 | $432K | Sell |
5,293
-3,569
| -40% | -$282K | 0.02% | 522 |
|
|
2017
Q3 | $652K | Buy |
8,862
+141
| +2% | +$10.6K | 0.04% | 403 |
|
|
2017
Q2 | $643K | Buy |
8,721
+91
| +1% | +$6.33K | 0.04% | 374 |
|
|
2017
Q1 | $551K | Buy |
8,630
+1,676
| +24% | +$109K | 0.04% | 374 |
|
|
2016
Q4 | $440K | Sell |
6,954
-3,111
| -31% | -$195K | 0.03% | 370 |
|
|
2016
Q3 | $657K | Buy |
10,065
+1,672
| +20% | +$107K | 0.06% | 267 |
|
|
2016
Q2 | $512K | Buy |
8,393
+969
| +13% | +$57.1K | 0.06% | 259 |
|
|
2016
Q1 | $437K | Buy |
7,424
+1,185
| +19% | +$62.2K | 0.05% | 276 |
|
|
2015
Q4 | $306K | Buy |
6,239
+1,073
| +21% | +$56K | 0.03% | 309 |
|
|
2015
Q3 | $297K | Buy |
+5,166
| New | +$313K | 0.04% | 266 |
|
|
2014
Q3 | – | Sell |
-5,013
| Closed | -$293K | – | 486 |
|
|
2014
Q2 | $293K | Sell |
5,013
-308
| -6% | -$17.1K | 0.03% | 344 |
|
|
2014
Q1 | $288K | Sell |
5,321
-261
| -5% | -$13.7K | 0.03% | 367 |
|
|
2013
Q4 | $303K | Sell |
5,582
-182
| -3% | -$9.36K | 0.03% | 373 |
|
|
2013
Q3 | $296K | Sell |
5,764
-543
| -9% | -$28.2K | 0.03% | 372 |
|
|
2013
Q2 | $314K | Buy |
+6,307
| New | +$312K | 0.04% | 278 |
|
Other funds holding YUM
VCM
VPM
