Destination Wealth Management’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 | – | Sell |
-2,525
| Closed | -$382K | – | 363 |
|
|
2025
Q4 | $382K | Hold |
2,525
| – | – | 0.01% | 225 |
|
|
2025
Q3 | $384K | Buy |
2,525
+219
| +9% | +$32.2K | 0.01% | 206 |
|
|
2025
Q2 | $342K | Buy |
2,306
+27
| +1% | +$3.94K | 0.01% | 207 |
|
|
2025
Q1 | $359K | Sell |
2,279
-5
| -0.2% | -$720 | 0.01% | 193 |
|
|
2024
Q4 | $306K | Buy |
2,284
+5
| +0.2% | +$676 | 0.01% | 197 |
|
|
2024
Q3 | $318K | Hold |
2,279
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $302K | Hold |
2,279
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $316K | Hold |
2,279
| – | – | 0.01% | 169 |
|
|
2023
Q4 | $298K | Hold |
2,279
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $285K | Hold |
2,279
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $316K | Hold |
2,279
| – | – | 0.01% | 166 |
|
|
2023
Q1 | $301K | Sell |
2,279
-19
| -0.8% | -$2.44K | 0.01% | 172 |
|
|
2022
Q4 | $294K | Sell |
2,298
-191
| -8% | -$23.1K | 0.01% | 174 |
|
|
2022
Q3 | $265K | Sell |
2,489
-141
| -5% | -$16.4K | 0.01% | 166 |
|
|
2022
Q2 | $299K | Sell |
2,630
-588
| -18% | -$68.4K | 0.01% | 168 |
|
|
2022
Q1 | $381K | Sell |
3,218
-764
| -19% | -$94.1K | 0.01% | 147 |
|
|
2021
Q4 | $553K | Buy |
3,982
+1,512
| +61% | +$193K | 0.02% | 137 |
|
|
2021
Q3 | $302K | Sell |
2,470
-1,122
| -31% | -$142K | 0.01% | 151 |
|
|
2021
Q2 | $413K | Sell |
3,592
-370
| -9% | -$43.6K | 0.02% | 138 |
|
|
2021
Q1 | $429K | Buy |
3,962
+235
| +6% | +$24.9K | 0.02% | 136 |
|
|
2020
Q4 | $405K | Buy |
+3,727
| New | +$380K | 0.02% | 130 |
|
|
2020
Q3 | – | Sell |
-4,158
| Closed | -$361K | – | 149 |
|
|
2020
Q2 | $361K | Buy |
4,158
+274
| +7% | +$23.4K | 0.02% | 120 |
|
|
2020
Q1 | $266K | Buy |
3,884
+32
| +0.8% | +$2.99K | 0.02% | 144 |
|
|
2019
Q4 | $388K | Buy |
+3,852
| New | +$399K | 0.02% | 125 |
|
|
2019
Q3 | – | Sell |
-1,948
| Closed | -$216K | – | 518 |
|
|
2019
Q2 | $216K | Buy |
1,948
+250
| +15% | +$26K | 0.01% | 139 |
|
|
2019
Q1 | $169K | Sell |
1,698
-242
| -12% | -$22.9K | 0.01% | 149 |
|
|
2018
Q4 | $178K | Hold |
1,940
| – | – | 0.01% | 148 |
|
|
2018
Q3 | $176K | Sell |
1,940
-150
| -7% | -$12.5K | 0.01% | 161 |
|
|
2018
Q2 | $163K | Buy |
2,090
+510
| +32% | +$42.5K | 0.01% | 149 |
|
|
2018
Q1 | $134K | Buy |
+1,580
| New | +$130K | 0.01% | 165 |
|
|
2015
Q3 | – | Sell |
-31,238
| Closed | -$2.02M | – | 229 |
|
|
2015
Q2 | $2.02M | Buy |
+31,238
| New | +$1.98M | 0.13% | 101 |
|
Other funds holding YUM
VCM
VPM
