Baker Tilly 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 | $522K | Buy |
3,356
+46
| +1% | +$7.29K | 0.13% | 152 |
|
|
2025
Q4 | $501K | Buy |
3,310
+22
| +0.7% | +$3.26K | 0.12% | 157 |
|
|
2025
Q3 | $500K | Sell |
3,288
-72
| -2% | -$10.6K | 0.11% | 150 |
|
|
2025
Q2 | $498K | Sell |
3,360
-85
| -2% | -$12.4K | 0.18% | 123 |
|
|
2025
Q1 | $542K | Buy |
3,445
+187
| +6% | +$26.9K | 0.21% | 108 |
|
|
2024
Q4 | $437K | Sell |
3,258
-70
| -2% | -$9.47K | 0.17% | 134 |
|
|
2024
Q3 | $465K | Buy |
3,328
+401
| +14% | +$53.3K | 0.21% | 121 |
|
|
2024
Q2 | $388K | Sell |
2,927
-927
| -24% | -$128K | 0.16% | 157 |
|
|
2024
Q1 | $534K | Buy |
3,854
+18
| +0.5% | +$2.4K | 0.1% | 233 |
|
|
2023
Q4 | $501K | Sell |
3,836
-862
| -18% | -$108K | 0.08% | 277 |
|
|
2023
Q3 | $587K | Sell |
4,698
-8,712
| -65% | -$1.15M | 0.1% | 219 |
|
|
2023
Q2 | $1.86M | Buy |
13,410
+1,185
| +10% | +$161K | 0.2% | 111 |
|
|
2023
Q1 | $1.61M | Buy |
12,225
+750
| +7% | +$96.5K | 0.18% | 120 |
|
|
2022
Q4 | $1.47M | Buy |
11,475
+2,328
| +25% | +$282K | 0.18% | 129 |
|
|
2022
Q3 | $973K | Sell |
9,147
-169
| -2% | -$19.6K | 0.13% | 169 |
|
|
2022
Q2 | $1.06M | Buy |
9,316
+956
| +11% | +$111K | 0.14% | 158 |
|
|
2022
Q1 | $991K | Buy |
8,360
+1,332
| +19% | +$164K | 0.11% | 199 |
|
|
2021
Q4 | $976K | Buy |
7,028
+942
| +15% | +$120K | 0.1% | 202 |
|
|
2021
Q3 | $744K | Buy |
6,086
+1,281
| +27% | +$163K | 0.1% | 225 |
|
|
2021
Q2 | $553K | Buy |
4,805
+353
| +8% | +$41.6K | 0.09% | 256 |
|
|
2021
Q1 | $482K | Buy |
+4,452
| New | +$471K | 0.1% | 247 |
|
Other funds holding YUM
VCM
VPM
