Cerity Partners’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 | $16.3M | Buy |
109,967
+937
| +0.9% | +$139K | 0.03% | 402 |
|
|
2025
Q1 | $17.2M | Buy |
109,030
+5,499
| +5% | +$865K | 0.03% | 365 |
|
|
2024
Q4 | $14M | Sell |
103,531
-6,397
| -6% | -$863K | 0.03% | 400 |
|
|
2024
Q3 | $15.4M | Buy |
109,928
+11,207
| +11% | +$1.57M | 0.03% | 379 |
|
|
2024
Q2 | $13.1M | Sell |
98,721
-1,518
| -2% | -$201K | 0.03% | 355 |
|
|
2024
Q1 | $13.9M | Buy |
100,239
+15,630
| +18% | +$2.17M | 0.04% | 374 |
|
|
2023
Q4 | $11.1M | Buy |
84,609
+28,112
| +50% | +$3.67M | 0.04% | 349 |
|
|
2023
Q3 | $7.06M | Sell |
56,497
-15,405
| -21% | -$1.92M | 0.03% | 352 |
|
|
2023
Q2 | $9.96M | Buy |
71,902
+45,891
| +176% | +$6.36M | 0.04% | 347 |
|
|
2023
Q1 | $7.73M | Sell |
26,011
-1,933
| -7% | -$574K | 0.02% | 400 |
|
|
2022
Q4 | $3.58M | Buy |
27,944
+4,619
| +20% | +$592K | 0.02% | 419 |
|
|
2022
Q3 | $2.48M | Sell |
23,325
-152
| -0.6% | -$16.2K | 0.03% | 339 |
|
|
2022
Q2 | $2.67M | Buy |
23,477
+4,224
| +22% | +$480K | 0.03% | 349 |
|
|
2022
Q1 | $2.28M | Buy |
19,253
+54
| +0.3% | +$6.4K | 0.04% | 307 |
|
|
2021
Q4 | $2.67M | Buy |
19,199
+2,224
| +13% | +$309K | 0.04% | 275 |
|
|
2021
Q3 | $2.08M | Sell |
16,975
-592
| -3% | -$72.4K | 0.05% | 259 |
|
|
2021
Q2 | $2.02M | Buy |
17,567
+406
| +2% | +$46.7K | 0.04% | 264 |
|
|
2021
Q1 | $1.86M | Sell |
17,161
-3,602
| -17% | -$390K | 0.04% | 268 |
|
|
2020
Q4 | $2.25M | Buy |
20,763
+3,479
| +20% | +$377K | 0.07% | 194 |
|
|
2020
Q3 | $1.58M | Buy |
17,284
+9,706
| +128% | +$886K | 0.06% | 198 |
|
|
2020
Q2 | $659K | Sell |
7,578
-126
| -2% | -$11K | 0.04% | 248 |
|
|
2020
Q1 | $527K | Sell |
7,704
-203
| -3% | -$13.9K | 0.03% | 274 |
|
|
2019
Q4 | $796K | Sell |
7,907
-6,855
| -46% | -$690K | 0.04% | 268 |
|
|
2019
Q3 | $1.67M | Buy |
14,762
+286
| +2% | +$32.4K | 0.1% | 188 |
|
|
2019
Q2 | $1.6M | Buy |
14,476
+300
| +2% | +$33.2K | 0.1% | 180 |
|
|
2019
Q1 | $1.42M | Sell |
14,176
-831
| -6% | -$82.9K | 0.1% | 197 |
|
|
2018
Q4 | $1.38M | Buy |
15,007
+71
| +0.5% | +$6.52K | 0.09% | 190 |
|
|
2018
Q3 | $1.36M | Sell |
14,936
-9,714
| -39% | -$883K | 0.09% | 205 |
|
|
2018
Q2 | $1.93M | Sell |
24,650
-2,987
| -11% | -$234K | 0.14% | 154 |
|
|
2018
Q1 | $2.35M | Sell |
27,637
-1,369
| -5% | -$117K | 0.18% | 136 |
|
|
2017
Q4 | $2.37M | Sell |
29,006
-346
| -1% | -$28.2K | 0.16% | 139 |
|
|
2017
Q3 | $2.16M | Sell |
29,352
-7,570
| -21% | -$557K | 0.15% | 148 |
|
|
2017
Q2 | $2.59M | Sell |
36,922
-11,182
| -23% | -$785K | 0.22% | 91 |
|
|
2017
Q1 | $3.07M | Buy |
+48,104
| New | +$3.07M | 0.26% | 75 |
|