Carret Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $340K | Hold |
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|
2019
Q1 | $306K | Hold |
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|
2018
Q4 | $282K | Hold |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $240K | Hold |
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|
2018
Q1 | $261K | Hold |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $226K | Hold |
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|
2017
Q2 | $226K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $279K | Hold |
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|
2016
Q2 | $255K | Hold |
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|
2016
Q1 | $251K | Hold |
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|
2015
Q4 | $224K | Hold |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $503K | Hold |
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|
2014
Q4 | $466K | Sell |
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|
2014
Q3 | $466K | Sell |
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|
2014
Q2 | $529K | Hold |
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|
2014
Q1 | $492K | Hold |
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|
2013
Q4 | $493K | Sell |
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|
2013
Q3 | $506K | Sell |
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|
2013
Q2 | $512K | Buy |
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