Claro 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 | $1.45M | Buy |
9,351
+51
| +0.5% | +$8.08K | 0.18% | 104 |
|
|
2025
Q4 | $1.41M | Buy |
9,300
+35
| +0.4% | +$5.18K | 0.19% | 97 |
|
|
2025
Q3 | $1.41M | Sell |
9,265
-128
| -1% | -$18.8K | 0.21% | 94 |
|
|
2025
Q2 | $1.39M | Sell |
9,393
-292
| -3% | -$42.6K | 0.23% | 91 |
|
|
2025
Q1 | $1.52M | Buy |
9,685
+71
| +0.7% | +$10.2K | 0.2% | 91 |
|
|
2024
Q4 | $1.29M | Sell |
9,614
-307
| -3% | -$41.5K | 0.17% | 107 |
|
|
2024
Q3 | $1.39M | Buy |
9,921
+787
| +9% | +$105K | 0.18% | 116 |
|
|
2024
Q2 | $1.21M | Buy |
9,134
+192
| +2% | +$26.4K | 0.19% | 106 |
|
|
2024
Q1 | $1.24M | Buy |
8,942
+95
| +1% | +$12.7K | 0.22% | 100 |
|
|
2023
Q4 | $1.16M | Buy |
8,847
+83
| +0.9% | +$10.4K | 0.25% | 86 |
|
|
2023
Q3 | $1.09M | Buy |
8,764
+420
| +5% | +$55.3K | 0.27% | 86 |
|
|
2023
Q2 | $1.16M | Buy |
8,344
+23
| +0.3% | +$3.12K | 0.29% | 77 |
|
|
2023
Q1 | $1.1M | Buy |
8,321
+22
| +0.3% | +$2.83K | 0.32% | 72 |
|
|
2022
Q4 | $1.06M | Buy |
8,299
+157
| +2% | +$19K | 0.35% | 75 |
|
|
2022
Q3 | $924K | Hold |
8,142
| – | – | 0.37% | 62 |
|
|
2022
Q2 | $924K | Buy |
8,142
+189
| +2% | +$22K | 0.37% | 62 |
|
|
2022
Q1 | $1.1M | Hold |
7,953
| – | – | 0.4% | 60 |
|
|
2021
Q4 | $1.1M | Buy |
7,953
+44
| +0.6% | +$5.63K | 0.4% | 60 |
|
|
2021
Q3 | $967K | Buy |
7,909
+627
| +9% | +$79.6K | 0.41% | 59 |
|
|
2021
Q2 | $838K | Buy |
7,282
+47
| +0.6% | +$5.54K | 0.38% | 64 |
|
|
2021
Q1 | $783K | Sell |
7,235
-6
| -0.1% | -$635 | 0.4% | 65 |
|
|
2020
Q4 | $786K | Buy |
7,241
+31
| +0.4% | +$3.16K | 0.42% | 67 |
|
|
2020
Q3 | $658K | Buy |
7,210
+35
| +0.5% | +$3.23K | 0.42% | 68 |
|
|
2020
Q2 | $624K | Buy |
7,175
+47
| +0.7% | +$4.01K | 0.43% | 65 |
|
|
2020
Q1 | $488K | Buy |
7,128
+42
| +0.6% | +$3.92K | 0.45% | 67 |
|
|
2019
Q4 | $714K | Buy |
7,086
+21
| +0.3% | +$2.17K | 0.55% | 51 |
|
|
2019
Q3 | $801K | Buy |
7,065
+29
| +0.4% | +$3.31K | 0.71% | 39 |
|
|
2019
Q2 | $779K | Buy |
7,036
+29
| +0.4% | +$3.01K | 0.72% | 39 |
|
|
2019
Q1 | $699K | Buy |
7,007
+60
| +0.9% | +$5.68K | 0.69% | 39 |
|
|
2018
Q4 | $632K | Buy |
+6,947
| New | +$621K | 0.51% | 39 |
|
Other funds holding YUM
VCM
VPM
