Clearstead Advisors’s Yum! Brands YUM Stock Holding History

Clearstead Advisors’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Buy	11,181 +2,981	+36%	+$442K	0.02%	348
2025 Q1	$1.29M	Buy	8,200 +6	+0.1%	+$944	0.02%	364
2024 Q4	$1.1M	Sell	8,194 -67	-0.8%	-$8.99K	0.02%	393
2024 Q3	$1.15M	Sell	8,261 -36	-0.4%	-$5.03K	0.02%	392
2024 Q2	$1.1M	Sell	8,297 -4	-0%	-$530	0.02%	374
2024 Q1	$1.13M	Sell	8,301 -365	-4%	-$49.8K	0.06%	214
2023 Q4	$1.13M	Sell	8,666 -9,424	-52%	-$1.23M	0.06%	210
2023 Q3	$2.26M	Buy	18,090 +9,815	+119%	+$1.23M	0.07%	195
2023 Q2	$1.15M	Sell	8,275 -2,064	-20%	-$286K	0.07%	189
2023 Q1	$1.37M	Buy	10,339 +2,436	+31%	+$322K	0.1%	154
2022 Q4	$1.01M	Buy	7,903 +330	+4%	+$42.3K	0.08%	169
2022 Q3	$805K	Hold	7,573	–	–	0.07%	175
2022 Q2	$860K	Buy	7,573 +65	+0.9%	+$7.38K	0.07%	185
2022 Q1	$890K	Buy	7,508 +371	+5%	+$44K	0.06%	185
2021 Q4	$991K	Sell	7,137 -45	-0.6%	-$6.25K	0.07%	181
2021 Q3	$878K	Buy	7,182 +45	+0.6%	+$5.5K	0.07%	186
2021 Q2	$821K	Hold	7,137	–	–	0.06%	184
2021 Q1	$772K	Buy	7,137 +700	+11%	+$75.7K	0.06%	178
2020 Q4	$699K	Hold	6,437	–	–	0.06%	179
2020 Q3	$588K	Sell	6,437 -250	-4%	-$22.8K	0.06%	166
2020 Q2	$581K	Sell	6,687 -250	-4%	-$21.7K	0.07%	168
2020 Q1	$475K	Buy	6,937 +20	+0.3%	+$1.37K	0.07%	158
2019 Q4	$697K	Sell	6,917 -581	-8%	-$58.5K	0.08%	147
2019 Q3	$850K	Buy	7,498 +1,900	+34%	+$215K	0.11%	129
2019 Q2	$620K	Hold	5,598	–	–	0.08%	151
2019 Q1	$559K	Hold	5,598	–	–	0.08%	156
2018 Q4	$515K	Buy	5,598 +316	+6%	+$29.1K	0.08%	155
2018 Q3	$480K	Sell	5,282 -254	-5%	-$23.1K	0.07%	158
2018 Q2	$433K	Sell	5,536 -334	-6%	-$26.1K	0.06%	157
2018 Q1	$500K	Buy	5,870 +3	+0.1%	+$256	0.07%	138
2017 Q4	$479K	Sell	5,867 -313	-5%	-$25.6K	0.06%	145
2017 Q3	$455K	Buy	6,180 +2	+0%	+$147	0.06%	162
2017 Q2	$456K	Buy	6,178 +3	+0%	+$221	0.07%	156
2017 Q1	$395K	Buy	6,175 +3	+0%	+$192	0.06%	158
2016 Q4	$391K	Buy	+6,172	New	+$391K	0.06%	145