Clifford Swan Investment Counsel’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Buy |
1,513
+1
| +0.1% | +$148 | 0.01% | 298 |
|
2025
Q1 | $238K | Hold |
1,512
| – | – | 0.01% | 293 |
|
2024
Q4 | $203K | Sell |
1,512
-107
| -7% | -$14.4K | 0.01% | 300 |
|
2024
Q3 | $226K | Sell |
1,619
-25
| -2% | -$3.49K | 0.01% | 299 |
|
2024
Q2 | $218K | Hold |
1,644
| – | – | 0.01% | 294 |
|
2024
Q1 | $228K | Hold |
1,644
| – | – | 0.01% | 290 |
|
2023
Q4 | $215K | Hold |
1,644
| – | – | 0.01% | 291 |
|
2023
Q3 | $205K | Hold |
1,644
| – | – | 0.01% | 293 |
|
2023
Q2 | $228K | Sell |
1,644
-90
| -5% | -$12.5K | 0.01% | 284 |
|
2023
Q1 | $229K | Sell |
1,734
-25
| -1% | -$3.3K | 0.01% | 283 |
|
2022
Q4 | $225K | Buy |
+1,759
| New | +$225K | 0.01% | 287 |
|
2022
Q1 | – | Sell |
-1,652
| Closed | -$229K | – | 339 |
|
2021
Q4 | $229K | Hold |
1,652
| – | – | 0.01% | 315 |
|
2021
Q3 | $209K | Hold |
1,652
| – | – | 0.01% | 321 |
|
2021
Q2 | $221K | Buy |
+1,652
| New | +$221K | 0.01% | 311 |
|