Center for Financial Planning’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 | $382K | Hold |
2,457
| – | – | 0.04% | 122 |
|
|
2025
Q4 | $372K | Hold |
2,457
| – | – | 0.04% | 127 |
|
|
2025
Q3 | $373K | Buy |
2,457
+655
| +36% | +$96.4K | 0.04% | 130 |
|
|
2025
Q2 | $267K | Hold |
1,802
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $283K | Hold |
1,802
| – | – | 0.04% | 134 |
|
|
2024
Q4 | $242K | Hold |
1,802
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $252K | Buy |
1,802
+1,738
| +2,716% | +$231K | 0.03% | 137 |
|
|
2024
Q2 | $8.48K | Hold |
64
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $8.87K | Hold |
64
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $8.36K | Hold |
64
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $8K | Hold |
64
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $8.87K | Hold |
64
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $8.45K | Hold |
64
| – | – | ﹤0.01% | 374 |
|
|
2022
Q4 | $8.2K | Hold |
64
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $7K | Sell |
64
-8
| -11% | -$929 | ﹤0.01% | 397 |
|
|
2022
Q2 | $8K | Hold |
72
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $9K | Hold |
72
| – | – | ﹤0.01% | 389 |
|
|
2021
Q4 | $10K | Buy |
72
+8
| +13% | +$1.02K | ﹤0.01% | 383 |
|
|
2021
Q3 | $8K | Hold |
64
| – | – | ﹤0.01% | 387 |
|
|
2021
Q2 | $7K | Hold |
64
| – | – | ﹤0.01% | 403 |
|
|
2021
Q1 | $7K | Hold |
64
| – | – | ﹤0.01% | 428 |
|
|
2020
Q4 | $7K | Hold |
64
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $6K | Sell |
64
-1,738
| -96% | -$148K | ﹤0.01% | 355 |
|
|
2020
Q1 | $123K | Buy |
1,802
+1,738
| +2,716% | +$162K | 0.04% | 126 |
|
|
2019
Q4 | $6K | Buy |
+64
| New | +$6.63K | ﹤0.01% | 359 |
|
Other funds holding YUM
VCM
VPM