Carson Wealth (CWM LLC)’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 | $2.53M | Buy |
16,245
+656
| +4% | +$104K | 0.01% | 1098 |
|
|
2025
Q4 | $2.36M | Buy |
15,589
+1,321
| +9% | +$196K | 0.01% | 1081 |
|
|
2025
Q3 | $2.17M | Sell |
14,268
-268
| -2% | -$39.5K | 0.01% | 1056 |
|
|
2025
Q2 | $2.15M | Buy |
14,536
+269
| +2% | +$39.3K | 0.01% | 921 |
|
|
2025
Q1 | $2.25M | Buy |
14,267
+375
| +3% | +$54K | 0.01% | 787 |
|
|
2024
Q4 | $1.86M | Buy |
13,892
+1,848
| +15% | +$250K | 0.01% | 809 |
|
|
2024
Q3 | $1.68M | Sell |
12,044
-196
| -2% | -$26.1K | 0.01% | 779 |
|
|
2024
Q2 | $1.62M | Buy |
12,240
+2,959
| +32% | +$407K | 0.01% | 705 |
|
|
2024
Q1 | $1.29M | Buy |
9,281
+1,337
| +17% | +$179K | 0.01% | 756 |
|
|
2023
Q4 | $1.04M | Buy |
7,944
+1,013
| +15% | +$126K | 0.01% | 795 |
|
|
2023
Q3 | $866K | Buy |
6,931
+349
| +5% | +$45.9K | 0.01% | 799 |
|
|
2023
Q2 | $912K | Buy |
6,582
+772
| +13% | +$105K | 0.01% | 746 |
|
|
2023
Q1 | $767K | Buy |
5,810
+480
| +9% | +$61.8K | 0.01% | 743 |
|
|
2022
Q4 | $683K | Buy |
5,330
+934
| +21% | +$113K | 0.01% | 713 |
|
|
2022
Q3 | $467K | Sell |
4,396
-21
| -0.5% | -$2.44K | ﹤0.01% | 764 |
|
|
2022
Q2 | $501K | Buy |
4,417
+365
| +9% | +$42.4K | ﹤0.01% | 733 |
|
|
2022
Q1 | $480K | Sell |
4,052
-6,577
| -62% | -$810K | ﹤0.01% | 744 |
|
|
2021
Q4 | $1.48M | Buy |
+10,629
| New | +$1.36M | 0.01% | 500 |
|
|
2021
Q2 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2021
Q1 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2020
Q4 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2020
Q3 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2020
Q2 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2020
Q1 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2019
Q4 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2019
Q3 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2019
Q2 | $1.18M | Hold |
10,280
| – | – | 0.01% | 543 |
|
|
2019
Q1 | $1.18M | Sell |
10,280
-19,366
| -65% | -$1.83M | 0.01% | 543 |
|
|
2018
Q4 | $2.73M | Buy |
29,646
+22,468
| +313% | +$2.01M | 0.07% | 239 |
|
|
2018
Q3 | $653K | Buy |
7,178
+4,876
| +212% | +$407K | 0.02% | 353 |
|
|
2018
Q2 | $180K | Buy |
2,302
+115
| +5% | +$9.6K | 0.01% | 437 |
|
|
2018
Q1 | $186K | Buy |
2,187
+55
| +3% | +$4.51K | 0.01% | 371 |
|
|
2017
Q4 | $174K | Sell |
2,132
-66
| -3% | -$5.22K | 0.01% | 363 |
|
|
2017
Q3 | $162K | Buy |
2,198
+91
| +4% | +$6.85K | 0.01% | 351 |
|
|
2017
Q2 | $155K | Sell |
2,107
-130
| -6% | -$9.05K | 0.01% | 333 |
|
|
2017
Q1 | $143K | Sell |
2,237
-161
| -7% | -$10.5K | 0.01% | 325 |
|
|
2016
Q4 | $152K | Sell |
2,398
-288
| -11% | -$18.1K | 0.01% | 301 |
|
|
2016
Q3 | $175K | Sell |
2,686
-299,730
| -99% | -$19.1M | 0.01% | 274 |
|
|
2016
Q2 | $18M | Buy |
302,416
+60,717
| +25% | +$3.58M | 1.32% | 13 |
|
|
2016
Q1 | $14.2M | Buy |
241,699
+58,564
| +32% | +$3.07M | 1.25% | 18 |
|
|
2015
Q4 | $9.62M | Buy |
183,135
+22,415
| +14% | +$1.17M | 0.95% | 38 |
|
|
2015
Q3 | $9.24M | Buy |
160,720
+23,474
| +17% | +$1.42M | 0.94% | 38 |
|
|
2015
Q2 | $8.89M | Sell |
137,246
-1,733
| -1% | -$110K | 0.86% | 43 |
|
|
2015
Q1 | $7.87M | Buy |
138,979
+76,504
| +122% | +$4.18M | 0.8% | 44 |
|
|
2014
Q4 | $3.27M | Buy |
62,475
+44,972
| +257% | +$2.34M | 0.4% | 99 |
|
|
2014
Q3 | $906K | Buy |
17,503
+12,198
| +230% | +$649K | 0.13% | 135 |
|
|
2014
Q2 | $310K | Buy |
+5,305
| New | +$295K | 0.06% | 142 |
|
|
2014
Q1 | – | Sell |
-1,518
| Closed | -$82K | – | 506 |
|
|
2013
Q4 | $82K | Buy |
+1,518
| New | +$78.1K | 0.01% | 214 |
|
Other funds holding YUM
VCM
VPM
