Charter Oak Capital Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $888K | Buy |
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|
2025
Q2 | $841K | Buy |
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|
2025
Q1 | $837K | Sell |
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|
2024
Q4 | $715K | Sell |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $729K | Buy |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $726K | Hold |
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|
2023
Q1 | $692K | Sell |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $603K | Hold |
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|
2022
Q1 | $630K | Hold |
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|
2021
Q4 | $738K | Sell |
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|
2021
Q3 | $687K | Hold |
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|
2021
Q2 | $646K | Hold |
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|
2021
Q1 | $607K | Hold |
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|
2020
Q4 | $610K | Buy |
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