Coastal Bridge 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
$885K Sell
5,693
-442
-7% -$70K 0.06% 232
2025
Q4
$928K Sell
6,135
-194
-3% -$28.7K 0.07% 222
2025
Q3
$962K Buy
6,329
+177
+3% +$26.1K 0.07% 212
2025
Q2
$912K Buy
+6,152
New +$898K 0.08% 219
2025
Q1
Sell
-5,900
Closed -$792K 407
2024
Q4
$792K Buy
5,900
+6
+0.1% +$812 0.2% 71
2024
Q3
$823K Sell
5,894
-572
-9% -$76K 0.2% 70
2024
Q2
$857K Buy
6,466
+6
+0.1% +$826 0.21% 69
2024
Q1
$896K Buy
6,460
+7
+0.1% +$935 0.21% 72
2023
Q4
$843K Buy
6,453
+6
+0.1% +$749 0.22% 71
2023
Q3
$805K Buy
6,447
+6
+0.1% +$789 0.22% 73
2023
Q2
$892K Buy
6,441
+6
+0.1% +$813 0.22% 65
2023
Q1
$850K Sell
6,435
-572
-8% -$73.6K 0.21% 62
2022
Q4
$897K Buy
7,007
+6
+0.1% +$727 0.25% 63
2022
Q3
$744K Sell
7,001
-47
-0.7% -$5.46K 0.2% 69
2022
Q2
$800K Buy
7,048
+6
+0.1% +$698 0.25% 63
2022
Q1
$835K Sell
7,042
-5,032
-42% -$620K 0.19% 64
2021
Q4
$1.51M Buy
12,074
+5,622
+87% +$719K 0.31% 53
2021
Q3
$789K Buy
6,452
+6
+0.1% +$761 0.18% 60
2021
Q2
$742K Buy
6,446
+5
+0.1% +$589 0.15% 65
2021
Q1
$697K Buy
6,441
+824
+15% +$87.2K 0.13% 66
2020
Q4
$610K Buy
5,617
+6
+0.1% +$612 0.12% 67
2020
Q3
$512K Buy
5,611
+7
+0.1% +$645 0.16% 68
2020
Q2
$487K Buy
5,604
+6
+0.1% +$512 0.16% 75
2020
Q1
$384K Buy
5,598
+487
+10% +$45.4K 0.14% 80
2019
Q4
$515K Buy
5,111
+5
+0.1% +$518 0.13% 77
2019
Q3
$579K Buy
5,106
+5
+0.1% +$571 0.2% 68
2019
Q2
$565K Buy
5,101
+5
+0.1% +$519 0.17% 68
2019
Q1
$509K Buy
5,096
+5
+0.1% +$474 0.18% 71
2018
Q4
$468K Buy
5,091
+5
+0.1% +$447 0.18% 70
2018
Q3
$462K Buy
5,086
+5
+0.1% +$417 0.18% 72
2018
Q2
$397K Buy
5,081
+6
+0.1% +$501 0.16% 78
2018
Q1
$432K Sell
5,075
-9
-0.2% -$738 0.16% 76
2017
Q4
$415K Sell
5,084
-121
-2% -$9.57K 0.13% 77
2017
Q3
$383K Sell
5,205
-17
-0.3% -$1.28K 0.13% 75
2017
Q2
$385K Buy
5,222
+153
+3% +$10.6K 0.13% 70
2017
Q1
$324K Sell
5,069
-207
-4% -$13.5K 0.11% 67
2016
Q4
$334K Sell
5,276
-2,048
-28% -$129K 0.13% 61
2016
Q3
$478K Buy
7,324
+12
+0.2% +$766 0.23% 35
2016
Q2
$436K Buy
7,312
+11
+0.2% +$648 0.23% 39
2016
Q1
$430K Buy
7,301
+32
+0.4% +$1.68K 0.3% 36
2015
Q4
$382K Buy
+7,269
New +$380K 0.21% 40

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