Cary Street Partners Investment Advisory’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 | $256K | Buy |
1,644
+203
| +14% | +$32.1K | 0.07% | 299 |
|
|
2025
Q4 | $218K | Buy |
1,441
+86
| +6% | +$12.7K | 0.06% | 306 |
|
|
2025
Q3 | $206K | Sell |
1,355
-62
| -4% | -$9.13K | 0.09% | 259 |
|
|
2025
Q2 | $210K | Buy |
1,417
+95
| +7% | +$13.9K | 0.1% | 231 |
|
|
2025
Q1 | $208K | Buy |
1,322
+43
| +3% | +$6.19K | 0.12% | 206 |
|
|
2024
Q4 | $172K | Sell |
1,279
-4,080
| -76% | -$552K | 0.11% | 201 |
|
|
2024
Q3 | $749K | Sell |
5,359
-3,636
| -40% | -$483K | 0.03% | 410 |
|
|
2024
Q2 | $1.19M | Buy |
8,995
+3,355
| +59% | +$462K | 0.05% | 320 |
|
|
2024
Q1 | $782K | Sell |
5,640
-61
| -1% | -$8.14K | 0.03% | 371 |
|
|
2023
Q4 | $745K | Sell |
5,701
-3,267
| -36% | -$408K | 0.04% | 361 |
|
|
2023
Q3 | $1.12M | Buy |
8,968
+4,325
| +93% | +$569K | 0.06% | 289 |
|
|
2023
Q2 | $643K | Buy |
4,643
+493
| +12% | +$66.8K | 0.04% | 321 |
|
|
2023
Q1 | $548K | Sell |
4,150
-111
| -3% | -$14.3K | 0.04% | 321 |
|
|
2022
Q4 | $546K | Buy |
4,261
+57
| +1% | +$6.9K | 0.04% | 321 |
|
|
2022
Q3 | $447K | Buy |
4,204
+430
| +11% | +$49.9K | 0.04% | 333 |
|
|
2022
Q2 | $428K | Buy |
3,774
+1,596
| +73% | +$186K | 0.04% | 315 |
|
|
2022
Q1 | $258K | Buy |
2,178
+1
| +0% | +$123 | 0.07% | 233 |
|
|
2021
Q4 | $302K | Hold |
2,177
| – | – | 0.08% | 210 |
|
|
2021
Q3 | $266K | Buy |
2,177
+1
| +0% | +$127 | 0.09% | 203 |
|
|
2021
Q2 | $250K | Hold |
2,176
| – | – | 0.08% | 205 |
|
|
2021
Q1 | $235K | Sell |
2,176
-6,495
| -75% | -$687K | 0.1% | 186 |
|
|
2020
Q4 | $941K | Buy |
8,671
+2,335
| +37% | +$238K | 0.18% | 125 |
|
|
2020
Q3 | $578K | Buy |
+6,336
| New | +$584K | 0.12% | 164 |
|
Other funds holding YUM
VCM
VPM
