Beaton Management Company’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 | $329K | Hold |
2,219
| – | – | 0.16% | 108 |
|
|
2025
Q1 | $349K | Hold |
2,219
| – | – | 0.18% | 104 |
|
|
2024
Q4 | $298K | Hold |
2,219
| – | – | 0.15% | 110 |
|
|
2024
Q3 | $310K | Hold |
2,219
| – | – | 0.16% | 110 |
|
|
2024
Q2 | $294K | Hold |
2,219
| – | – | 0.16% | 110 |
|
|
2024
Q1 | $308K | Hold |
2,219
| – | – | 0.17% | 112 |
|
|
2023
Q4 | $290K | Hold |
2,219
| – | – | 0.17% | 111 |
|
|
2023
Q3 | $277K | Hold |
2,219
| – | – | 0.18% | 110 |
|
|
2023
Q2 | $307K | Buy |
2,219
+9
| +0.4% | +$1.25K | 0.19% | 105 |
|
|
2023
Q1 | $292K | Hold |
2,210
| – | – | 0.2% | 107 |
|
|
2022
Q4 | $283K | Hold |
2,210
| – | – | 0.19% | 106 |
|
|
2022
Q3 | $235K | Hold |
2,210
| – | – | 0.18% | 118 |
|
|
2022
Q2 | $251K | Sell |
2,210
-100
| -4% | -$11.4K | 0.18% | 112 |
|
|
2022
Q1 | $374K | Hold |
2,310
| – | – | 0.23% | 96 |
|
|
2021
Q4 | $321K | Hold |
2,310
| – | – | 0.19% | 108 |
|
|
2021
Q3 | $283K | Hold |
2,310
| – | – | 0.19% | 115 |
|
|
2021
Q2 | $266K | Hold |
2,310
| – | – | 0.17% | 122 |
|
|
2021
Q1 | $250K | Hold |
2,310
| – | – | 0.17% | 121 |
|
|
2020
Q4 | $251K | Hold |
2,310
| – | – | 0.19% | 114 |
|
|
2020
Q3 | $211K | Hold |
2,310
| – | – | 0.17% | 114 |
|
|
2020
Q2 | $201K | Buy |
+2,310
| New | +$201K | 0.18% | 111 |
|
|
2020
Q1 | – | Sell |
-2,310
| Closed | -$233K | – | 122 |
|
|
2019
Q4 | $233K | Buy |
+2,310
| New | +$233K | 0.18% | 111 |
|
|
2018
Q4 | – | Sell |
-2,310
| Closed | -$210K | – | 122 |
|
|
2018
Q3 | $210K | Buy |
+2,310
| New | +$210K | 0.17% | 118 |
|