Clearstead 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 | $1.25M | Sell |
8,068
-640
| -7% | -$101K | 0.01% | 460 |
|
|
2025
Q4 | $1.32M | Sell |
8,708
-201
| -2% | -$29.8K | 0.02% | 409 |
|
|
2025
Q3 | $1.35M | Sell |
8,909
-2,272
| -20% | -$335K | 0.02% | 388 |
|
|
2025
Q2 | $1.66M | Buy |
11,181
+2,981
| +36% | +$435K | 0.02% | 350 |
|
|
2025
Q1 | $1.29M | Buy |
8,200
+6
| +0.1% | +$864 | 0.02% | 366 |
|
|
2024
Q4 | $1.1M | Sell |
8,194
-67
| -0.8% | -$9.06K | 0.02% | 394 |
|
|
2024
Q3 | $1.15M | Sell |
8,261
-36
| -0.4% | -$4.79K | 0.02% | 393 |
|
|
2024
Q2 | $1.1M | Sell |
8,297
-4
| -0% | -$551 | 0.02% | 374 |
|
|
2024
Q1 | $1.13M | Sell |
8,301
-365
| -4% | -$48.7K | 0.06% | 214 |
|
|
2023
Q4 | $1.13M | Sell |
8,666
-9,424
| -52% | -$1.18M | 0.06% | 210 |
|
|
2023
Q3 | $2.26M | Buy |
18,090
+9,815
| +119% | +$1.29M | 0.07% | 195 |
|
|
2023
Q2 | $1.15M | Sell |
8,275
-2,064
| -20% | -$280K | 0.07% | 189 |
|
|
2023
Q1 | $1.37M | Buy |
10,339
+2,436
| +31% | +$313K | 0.1% | 154 |
|
|
2022
Q4 | $1.01M | Buy |
7,903
+330
| +4% | +$40K | 0.08% | 169 |
|
|
2022
Q3 | $805K | Hold |
7,573
| – | – | 0.07% | 176 |
|
|
2022
Q2 | $860K | Buy |
7,573
+65
| +0.9% | +$7.56K | 0.07% | 186 |
|
|
2022
Q1 | $890K | Buy |
7,508
+371
| +5% | +$45.7K | 0.06% | 186 |
|
|
2021
Q4 | $991K | Sell |
7,137
-45
| -0.6% | -$5.75K | 0.07% | 182 |
|
|
2021
Q3 | $878K | Buy |
7,182
+45
| +0.6% | +$5.71K | 0.07% | 187 |
|
|
2021
Q2 | $821K | Hold |
7,137
| – | – | 0.06% | 184 |
|
|
2021
Q1 | $772K | Buy |
7,137
+700
| +11% | +$74.1K | 0.06% | 178 |
|
|
2020
Q4 | $699K | Hold |
6,437
| – | – | 0.06% | 179 |
|
|
2020
Q3 | $588K | Sell |
6,437
-250
| -4% | -$23K | 0.06% | 166 |
|
|
2020
Q2 | $581K | Sell |
6,687
-250
| -4% | -$21.4K | 0.07% | 168 |
|
|
2020
Q1 | $475K | Buy |
6,937
+20
| +0.3% | +$1.87K | 0.07% | 159 |
|
|
2019
Q4 | $697K | Sell |
6,917
-581
| -8% | -$60.2K | 0.08% | 147 |
|
|
2019
Q3 | $850K | Buy |
7,498
+1,900
| +34% | +$217K | 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% | +$28.2K | 0.08% | 155 |
|
|
2018
Q3 | $480K | Sell |
5,282
-254
| -5% | -$21.2K | 0.07% | 158 |
|
|
2018
Q2 | $433K | Sell |
5,536
-334
| -6% | -$27.9K | 0.06% | 157 |
|
|
2018
Q1 | $500K | Buy |
5,870
+3
| +0.1% | +$246 | 0.07% | 138 |
|
|
2017
Q4 | $479K | Sell |
5,867
-313
| -5% | -$24.8K | 0.06% | 145 |
|
|
2017
Q3 | $455K | Buy |
6,180
+2
| +0% | +$150 | 0.06% | 162 |
|
|
2017
Q2 | $456K | Buy |
6,178
+3
| +0% | +$209 | 0.07% | 156 |
|
|
2017
Q1 | $395K | Buy |
6,175
+3
| +0% | +$195 | 0.06% | 158 |
|
|
2016
Q4 | $391K | Buy |
+6,172
| New | +$388K | 0.06% | 145 |
|
Other funds holding YUM
VCM
VPM
