Crestwood Advisors Group’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 | $598K | Buy |
4,037
+83
| +2% | +$12.3K | 0.01% | 323 |
|
|
2025
Q1 | $622K | Buy |
3,954
+722
| +22% | +$114K | 0.01% | 316 |
|
|
2024
Q4 | $434K | Buy |
3,232
+1,033
| +47% | +$139K | 0.01% | 323 |
|
|
2024
Q3 | $307K | Buy |
2,199
+156
| +8% | +$21.8K | 0.01% | 361 |
|
|
2024
Q2 | $271K | Buy |
+2,043
| New | +$271K | 0.01% | 367 |
|
|
2023
Q1 | – | Sell |
-4,542
| Closed | -$582K | – | 273 |
|
|
2022
Q4 | $582K | Hold |
4,542
| – | – | 0.02% | 175 |
|
|
2022
Q3 | $483K | Hold |
4,542
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $516K | Sell |
4,542
-5
| -0.1% | -$568 | 0.02% | 191 |
|
|
2022
Q1 | $539K | Buy |
4,547
+5
| +0.1% | +$593 | 0.02% | 197 |
|
|
2021
Q4 | $631K | Hold |
4,542
| – | – | 0.02% | 192 |
|
|
2021
Q3 | $556K | Hold |
4,542
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $522K | Sell |
4,542
-5
| -0.1% | -$575 | 0.02% | 197 |
|
|
2021
Q1 | $492K | Buy |
4,547
+1
| +0% | +$108 | 0.02% | 195 |
|
|
2020
Q4 | $494K | Buy |
4,546
+4
| +0.1% | +$435 | 0.02% | 190 |
|
|
2020
Q3 | $415K | Sell |
4,542
-16
| -0.4% | -$1.46K | 0.02% | 177 |
|
|
2020
Q2 | $396K | Buy |
4,558
+416
| +10% | +$36.1K | 0.02% | 177 |
|
|
2020
Q1 | $284K | Hold |
4,142
| – | – | 0.01% | 189 |
|
|
2019
Q4 | $417K | Hold |
4,142
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $470K | Hold |
4,142
| – | – | 0.02% | 172 |
|
|
2019
Q2 | $458K | Buy |
+4,142
| New | +$458K | 0.02% | 174 |
|
|
2017
Q2 | – | Sell |
-710
| Closed | -$47K | – | 449 |
|
|
2017
Q1 | $47K | Buy |
+710
| New | +$47K | ﹤0.01% | 266 |
|