Choate Investment Advisors’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 | $1.2M | Sell |
7,710
-150
| -2% | -$23.8K | 0.02% | 214 |
|
|
2025
Q4 | $1.19M | Sell |
7,860
-1,020
| -11% | -$151K | 0.02% | 211 |
|
|
2025
Q3 | $1.35M | Sell |
8,880
-24
| -0.3% | -$3.53K | 0.03% | 180 |
|
|
2025
Q2 | $1.32M | Sell |
8,904
-1
| -0% | -$146 | 0.03% | 173 |
|
|
2025
Q1 | $1.4M | Buy |
8,905
+63
| +0.7% | +$9.07K | 0.03% | 161 |
|
|
2024
Q4 | $1.19M | Buy |
8,842
+113
| +1% | +$15.3K | 0.03% | 178 |
|
|
2024
Q3 | $1.22M | Sell |
8,729
-136
| -2% | -$18.1K | 0.03% | 175 |
|
|
2024
Q2 | $1.17M | Sell |
8,865
-114
| -1% | -$15.7K | 0.03% | 177 |
|
|
2024
Q1 | $1.24M | Sell |
8,979
-305
| -3% | -$40.7K | 0.03% | 174 |
|
|
2023
Q4 | $1.21M | Buy |
9,284
+6
| +0.1% | +$749 | 0.04% | 162 |
|
|
2023
Q3 | $1.16M | Buy |
9,278
+606
| +7% | +$79.7K | 0.05% | 144 |
|
|
2023
Q2 | $1.2M | Buy |
8,672
+341
| +4% | +$46.2K | 0.05% | 125 |
|
|
2023
Q1 | $1.1M | Hold |
8,331
| – | – | 0.05% | 119 |
|
|
2022
Q4 | $1.07M | Sell |
8,331
-112
| -1% | -$13.6K | 0.06% | 118 |
|
|
2022
Q3 | $898K | Hold |
8,443
| – | – | 0.06% | 116 |
|
|
2022
Q2 | $958K | Sell |
8,443
-12
| -0.1% | -$1.4K | 0.06% | 118 |
|
|
2022
Q1 | $1M | Hold |
8,455
| – | – | 0.05% | 140 |
|
|
2021
Q4 | $1.17M | Sell |
8,455
-12
| -0.1% | -$1.53K | 0.07% | 123 |
|
|
2021
Q3 | $1.04M | Hold |
8,467
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $974K | Sell |
8,467
-522
| -6% | -$61.5K | 0.06% | 130 |
|
|
2021
Q1 | $972K | Sell |
8,989
-60
| -0.7% | -$6.35K | 0.06% | 124 |
|
|
2020
Q4 | $982K | Sell |
9,049
-244
| -3% | -$24.9K | 0.06% | 115 |
|
|
2020
Q3 | $848K | Hold |
9,293
| – | – | 0.05% | 112 |
|
|
2020
Q2 | $808K | Buy |
9,293
+30
| +0.3% | +$2.56K | 0.06% | 116 |
|
|
2020
Q1 | $635K | Sell |
9,263
-205
| -2% | -$19.1K | 0.05% | 131 |
|
|
2019
Q4 | $954K | Sell |
9,468
-298
| -3% | -$30.9K | 0.06% | 117 |
|
|
2019
Q3 | $1.11M | Sell |
9,766
-13
| -0.1% | -$1.49K | 0.07% | 108 |
|
|
2019
Q2 | $1.08M | Sell |
9,779
-73
| -0.7% | -$7.58K | 0.06% | 109 |
|
|
2019
Q1 | $983K | Buy |
9,852
+13
| +0.1% | +$1.23K | 0.06% | 116 |
|
|
2018
Q4 | $904K | Sell |
9,839
-2
| -0% | -$179 | 0.06% | 110 |
|
|
2018
Q3 | $895K | Sell |
9,841
-19
| -0.2% | -$1.58K | 0.05% | 105 |
|
|
2018
Q2 | $771K | Sell |
9,860
-376
| -4% | -$31.4K | 0.04% | 132 |
|
|
2018
Q1 | $871K | Sell |
10,236
-356
| -3% | -$29.2K | 0.05% | 129 |
|
|
2017
Q4 | $864K | Buy |
10,592
+392
| +4% | +$31K | 0.04% | 133 |
|
|
2017
Q3 | $751K | Buy |
10,200
+46
| +0.5% | +$3.46K | 0.04% | 141 |
|
|
2017
Q2 | $749K | Sell |
10,154
-302
| -3% | -$21K | 0.04% | 139 |
|
|
2017
Q1 | $668K | Sell |
10,456
-305
| -3% | -$19.9K | 0.04% | 147 |
|
|
2016
Q4 | $681K | Sell |
10,761
-6,262
| -37% | -$393K | 0.04% | 135 |
|
|
2016
Q3 | $1.11M | Sell |
17,023
-672
| -4% | -$42.9K | 0.07% | 110 |
|
|
2016
Q2 | $1.05M | Buy |
17,695
+302
| +2% | +$17.8K | 0.07% | 105 |
|
|
2016
Q1 | $1.02M | Buy |
17,393
+832
| +5% | +$43.7K | 0.07% | 106 |
|
|
2015
Q4 | $867K | Buy |
16,561
+99
| +0.6% | +$5.17K | 0.06% | 127 |
|
|
2015
Q3 | $946K | Sell |
16,462
-48
| -0.3% | -$2.9K | 0.06% | 105 |
|
|
2015
Q2 | $1.07M | Hold |
16,510
| – | – | 0.06% | 103 |
|
|
2015
Q1 | $934K | Sell |
16,510
-51
| -0.3% | -$2.78K | 0.05% | 121 |
|
|
2014
Q4 | $867K | Sell |
16,561
-3,723
| -18% | -$194K | 0.05% | 126 |
|
|
2014
Q3 | $1.05M | Sell |
20,284
-193
| -0.9% | -$10.3K | 0.06% | 117 |
|
|
2014
Q2 | $1.2M | Buy |
20,477
+136
| +0.7% | +$7.56K | 0.07% | 111 |
|
|
2014
Q1 | $1.1M | Sell |
20,341
-104
| -0.5% | -$5.48K | 0.07% | 116 |
|
|
2013
Q4 | $1.11M | Buy |
20,445
+303
| +2% | +$15.6K | 0.07% | 113 |
|
|
2013
Q3 | $1.03M | Buy |
20,142
+955
| +5% | +$49.5K | 0.08% | 115 |
|
|
2013
Q2 | $956K | Buy |
+19,187
| New | +$950K | 0.08% | 120 |
|
Other funds holding YUM
VCM
VPM
