Crestwood Advisors Group’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 | $801K | Buy |
5,151
+752
| +17% | +$119K | 0.01% | 331 |
|
|
2025
Q4 | $666K | Buy |
4,399
+195
| +5% | +$28.9K | 0.01% | 342 |
|
|
2025
Q3 | $639K | Buy |
4,204
+167
| +4% | +$24.6K | 0.01% | 330 |
|
|
2025
Q2 | $598K | Buy |
4,037
+83
| +2% | +$12.1K | 0.01% | 324 |
|
|
2025
Q1 | $622K | Buy |
3,954
+722
| +22% | +$104K | 0.01% | 319 |
|
|
2024
Q4 | $434K | Buy |
3,232
+1,033
| +47% | +$140K | 0.01% | 326 |
|
|
2024
Q3 | $307K | Buy |
2,199
+156
| +8% | +$20.7K | 0.01% | 362 |
|
|
2024
Q2 | $271K | Buy |
+2,043
| New | +$281K | 0.01% | 367 |
|
|
2023
Q1 | – | Sell |
-4,542
| Closed | -$582K | – | 275 |
|
|
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% | -$581 | 0.02% | 192 |
|
|
2022
Q1 | $539K | Buy |
4,547
+5
| +0.1% | +$616 | 0.02% | 198 |
|
|
2021
Q4 | $631K | Hold |
4,542
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $556K | Hold |
4,542
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $522K | Sell |
4,542
-5
| -0.1% | -$589 | 0.02% | 197 |
|
|
2021
Q1 | $492K | Buy |
4,547
+1
| +0% | +$106 | 0.02% | 195 |
|
|
2020
Q4 | $494K | Buy |
4,546
+4
| +0.1% | +$408 | 0.02% | 191 |
|
|
2020
Q3 | $415K | Sell |
4,542
-16
| -0.4% | -$1.48K | 0.02% | 177 |
|
|
2020
Q2 | $396K | Buy |
4,558
+416
| +10% | +$35.5K | 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 | +$430K | 0.02% | 174 |
|
|
2017
Q2 | – | Sell |
-710
| Closed | -$47K | – | 451 |
|
|
2017
Q1 | $47K | Buy |
+710
| New | +$46.2K | ﹤0.01% | 270 |
|
Other funds holding YUM
VCM
VPM
