Creative Planning’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 | $16.5M | Buy |
111,144
+4,672
| +4% | +$692K | 0.01% | 383 |
|
|
2025
Q1 | $16.8M | Buy |
106,472
+8,724
| +9% | +$1.37M | 0.02% | 359 |
|
|
2024
Q4 | $13.1M | Buy |
97,748
+10,090
| +12% | +$1.35M | 0.01% | 381 |
|
|
2024
Q3 | $12.2M | Sell |
87,658
-6,917
| -7% | -$966K | 0.01% | 385 |
|
|
2024
Q2 | $12.5M | Buy |
94,575
+2,803
| +3% | +$371K | 0.01% | 358 |
|
|
2024
Q1 | $12.7M | Buy |
91,772
+25
| +0% | +$3.47K | 0.01% | 353 |
|
|
2023
Q4 | $12M | Buy |
91,747
+2,405
| +3% | +$314K | 0.02% | 346 |
|
|
2023
Q3 | $11.2M | Buy |
89,342
+9,288
| +12% | +$1.16M | 0.01% | 335 |
|
|
2023
Q2 | $11.1M | Buy |
80,054
+4,013
| +5% | +$556K | 0.01% | 327 |
|
|
2023
Q1 | $10M | Sell |
76,041
-1,061
| -1% | -$140K | 0.01% | 339 |
|
|
2022
Q4 | $9.88M | Buy |
77,102
+5,219
| +7% | +$668K | 0.01% | 339 |
|
|
2022
Q3 | $7.64M | Buy |
71,883
+3,464
| +5% | +$368K | 0.01% | 354 |
|
|
2022
Q2 | $7.77M | Buy |
68,419
+1,140
| +2% | +$129K | 0.01% | 365 |
|
|
2022
Q1 | $7.97M | Buy |
67,279
+3,536
| +6% | +$419K | 0.01% | 356 |
|
|
2021
Q4 | $8.85M | Buy |
63,743
+371
| +0.6% | +$51.5K | 0.01% | 307 |
|
|
2021
Q3 | $7.75M | Buy |
63,372
+5,852
| +10% | +$716K | 0.01% | 314 |
|
|
2021
Q2 | $6.62M | Sell |
57,520
-108,858
| -65% | -$12.5M | 0.01% | 338 |
|
|
2021
Q1 | $18M | Sell |
166,378
-238
| -0.1% | -$25.7K | 0.04% | 185 |
|
|
2020
Q4 | $18.1M | Sell |
166,616
-1,123
| -0.7% | -$122K | 0.04% | 170 |
|
|
2020
Q3 | $15.3M | Buy |
167,739
+3,510
| +2% | +$320K | 0.04% | 162 |
|
|
2020
Q2 | $14.3M | Sell |
164,229
-11,042
| -6% | -$960K | 0.04% | 154 |
|
|
2020
Q1 | $12M | Buy |
175,271
+1,170
| +0.7% | +$80.2K | 0.04% | 147 |
|
|
2019
Q4 | $17.5M | Sell |
174,101
-1,650
| -0.9% | -$166K | 0.05% | 135 |
|
|
2019
Q3 | $19.9M | Buy |
175,751
+337
| +0.2% | +$38.2K | 0.06% | 117 |
|
|
2019
Q2 | $19.4M | Sell |
175,414
-303
| -0.2% | -$33.5K | 0.07% | 118 |
|
|
2019
Q1 | $17.5M | Sell |
175,717
-3,708
| -2% | -$370K | 0.06% | 114 |
|
|
2018
Q4 | $16.5M | Buy |
179,425
+5,963
| +3% | +$548K | 0.07% | 106 |
|
|
2018
Q3 | $15.8M | Buy |
173,462
+4,183
| +2% | +$380K | 0.06% | 126 |
|
|
2018
Q2 | $13.2M | Buy |
169,279
+428
| +0.3% | +$33.5K | 0.05% | 130 |
|
|
2018
Q1 | $14.4M | Sell |
168,851
-951
| -0.6% | -$81K | 0.06% | 118 |
|
|
2017
Q4 | $13.9M | Buy |
169,802
+2,086
| +1% | +$170K | 0.06% | 120 |
|
|
2017
Q3 | $12.3M | Buy |
167,716
+1,541
| +0.9% | +$113K | 0.06% | 125 |
|
|
2017
Q2 | $12.3M | Sell |
166,175
-1,051
| -0.6% | -$77.5K | 0.06% | 119 |
|
|
2017
Q1 | $10.7M | Sell |
167,226
-967
| -0.6% | -$61.8K | 0.06% | 124 |
|
|
2016
Q4 | $10.7M | Sell |
168,193
-79,846
| -32% | -$5.06M | 0.06% | 116 |
|
|
2016
Q3 | $16.2M | Buy |
248,039
+158,596
| +177% | +$10.4M | 0.1% | 91 |
|
|
2016
Q2 | $5.33M | Buy |
89,443
+4,122
| +5% | +$246K | 0.04% | 165 |
|
|
2016
Q1 | $5.02M | Sell |
85,321
-11,751
| -12% | -$691K | 0.04% | 161 |
|
|
2015
Q4 | $5.1M | Buy |
97,072
+7,019
| +8% | +$369K | 0.04% | 159 |
|
|
2015
Q3 | $5.18M | Sell |
90,053
-3,643
| -4% | -$209K | 0.05% | 160 |
|
|
2015
Q2 | $6.07M | Buy |
93,696
+2,389
| +3% | +$155K | 0.06% | 133 |
|
|
2015
Q1 | $5.17M | Sell |
91,307
-2,928
| -3% | -$166K | 0.05% | 144 |
|
|
2014
Q4 | $4.94M | Buy |
94,235
+10,721
| +13% | +$561K | 0.05% | 146 |
|
|
2014
Q3 | $4.32M | Buy |
83,514
+15
| +0% | +$776 | 0.05% | 144 |
|
|
2014
Q2 | $4.87M | Buy |
83,499
+2,109
| +3% | +$123K | 0.06% | 124 |
|
|
2014
Q1 | $4.41M | Sell |
81,390
-27,788
| -25% | -$1.51M | 0.07% | 114 |
|
|
2013
Q4 | $5.94M | Buy |
109,178
+31,634
| +41% | +$1.72M | 0.1% | 90 |
|
|
2013
Q3 | $3.98M | Buy |
77,544
+5,607
| +8% | +$288K | 0.08% | 95 |
|
|
2013
Q2 | $3.59M | Buy |
+71,937
| New | +$3.59M | 0.08% | 92 |
|