Circle Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $834K | Buy |
5,361
+6
| +0.1% | +$950 | 0.01% | 160 |
|
|
2025
Q4 | $810K | Hold |
5,355
| – | – | 0.01% | 155 |
|
|
2025
Q3 | $814K | Buy |
5,355
+208
| +4% | +$30.6K | 0.02% | 139 |
|
|
2025
Q2 | $763K | Sell |
5,147
-225
| -4% | -$32.9K | 0.02% | 142 |
|
|
2025
Q1 | $845K | Hold |
5,372
| – | – | 0.02% | 124 |
|
|
2024
Q4 | $721K | Buy |
5,372
+42
| +0.8% | +$5.68K | 0.02% | 141 |
|
|
2024
Q3 | $745K | Sell |
5,330
-739
| -12% | -$98.2K | 0.02% | 141 |
|
|
2024
Q2 | $804K | Sell |
6,069
-387
| -6% | -$53.3K | 0.02% | 118 |
|
|
2024
Q1 | $895K | Buy |
6,456
+678
| +12% | +$90.5K | 0.02% | 104 |
|
|
2023
Q4 | $755K | Buy |
5,778
+486
| +9% | +$60.7K | 0.02% | 107 |
|
|
2023
Q3 | $661K | Buy |
5,292
+4
| +0.1% | +$526 | 0.02% | 113 |
|
|
2023
Q2 | $733K | Buy |
5,288
+4
| +0.1% | +$542 | 0.1% | 75 |
|
|
2023
Q1 | $698K | Buy |
5,284
+4
| +0.1% | +$515 | 0.1% | 73 |
|
|
2022
Q4 | $676K | Buy |
5,280
+58
| +1% | +$7.03K | 0.1% | 73 |
|
|
2022
Q3 | $555K | Sell |
5,222
-51
| -1% | -$5.92K | 0.09% | 84 |
|
|
2022
Q2 | $599K | Sell |
5,273
-4,741
| -47% | -$551K | 0.1% | 84 |
|
|
2022
Q1 | $1.28M | Buy |
10,014
+5,269
| +111% | +$649K | 0.17% | 54 |
|
|
2021
Q4 | $659K | Buy |
4,745
+3
| +0.1% | +$384 | 0.09% | 101 |
|
|
2021
Q3 | $580K | Buy |
4,742
+4
| +0.1% | +$508 | 0.08% | 103 |
|
|
2021
Q2 | $545K | Buy |
4,738
+627
| +15% | +$73.9K | 0.08% | 116 |
|
|
2021
Q1 | $445K | Buy |
4,111
+616
| +18% | +$65.2K | 0.07% | 116 |
|
|
2020
Q4 | $379K | Buy |
3,495
+576
| +20% | +$58.8K | 0.05% | 169 |
|
|
2020
Q3 | $266K | Buy |
+2,919
| New | +$269K | 0.04% | 176 |
|
Other funds holding YUM
VCM
VPM
