Cary Street Partners Investment Advisory’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
$210K Buy
1,417
+95
+7% +$14.1K 0.1% 231
2025
Q1
$208K Buy
1,322
+43
+3% +$6.77K 0.12% 206
2024
Q4
$172K Sell
1,279
-4,080
-76% -$547K 0.11% 201
2024
Q3
$749K Sell
5,359
-3,636
-40% -$508K 0.03% 410
2024
Q2
$1.19M Buy
8,995
+3,355
+59% +$444K 0.05% 320
2024
Q1
$782K Sell
5,640
-61
-1% -$8.46K 0.03% 371
2023
Q4
$745K Sell
5,701
-3,267
-36% -$427K 0.04% 361
2023
Q3
$1.12M Buy
8,968
+4,325
+93% +$540K 0.06% 289
2023
Q2
$643K Buy
4,643
+493
+12% +$68.3K 0.04% 321
2023
Q1
$548K Sell
4,150
-111
-3% -$14.7K 0.04% 321
2022
Q4
$546K Buy
4,261
+57
+1% +$7.3K 0.04% 321
2022
Q3
$447K Buy
4,204
+430
+11% +$45.7K 0.04% 333
2022
Q2
$428K Buy
3,774
+1,596
+73% +$181K 0.04% 315
2022
Q1
$258K Buy
2,178
+1
+0% +$118 0.07% 233
2021
Q4
$302K Hold
2,177
0.08% 210
2021
Q3
$266K Buy
2,177
+1
+0% +$122 0.09% 203
2021
Q2
$250K Hold
2,176
0.08% 205
2021
Q1
$235K Sell
2,176
-6,495
-75% -$701K 0.1% 186
2020
Q4
$941K Buy
8,671
+2,335
+37% +$253K 0.18% 125
2020
Q3
$578K Buy
+6,336
New +$578K 0.12% 164