Diversified Trust’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 | $575K | Buy |
3,696
+107
| +3% | +$16.9K | 0.01% | 645 |
|
|
2025
Q4 | $543K | Buy |
3,589
+73
| +2% | +$10.8K | 0.01% | 635 |
|
|
2025
Q3 | $534K | Sell |
3,516
-5,762
| -62% | -$848K | 0.01% | 616 |
|
|
2025
Q2 | $1.37M | Buy |
9,278
+4,940
| +114% | +$721K | 0.03% | 308 |
|
|
2025
Q1 | $683K | Buy |
4,338
+11
| +0.3% | +$1.58K | 0.02% | 471 |
|
|
2024
Q4 | $581K | Buy |
4,327
+1,006
| +30% | +$136K | 0.01% | 552 |
|
|
2024
Q3 | $464K | Buy |
3,321
+79
| +2% | +$10.5K | 0.01% | 609 |
|
|
2024
Q2 | $429K | Buy |
3,242
+459
| +16% | +$63.2K | 0.01% | 585 |
|
|
2024
Q1 | $386K | Buy |
2,783
+547
| +24% | +$73K | 0.01% | 584 |
|
|
2023
Q4 | $292K | Buy |
2,236
+42
| +2% | +$5.24K | 0.01% | 668 |
|
|
2023
Q3 | $274K | Sell |
2,194
-68
| -3% | -$8.95K | 0.01% | 654 |
|
|
2023
Q2 | $313K | Sell |
2,262
-945
| -29% | -$128K | 0.01% | 608 |
|
|
2023
Q1 | $424K | Sell |
3,207
-1,936
| -38% | -$249K | 0.02% | 518 |
|
|
2022
Q4 | $659K | Buy |
5,143
+2,661
| +107% | +$322K | 0.03% | 356 |
|
|
2022
Q3 | $264K | Buy |
2,482
+350
| +16% | +$40.6K | 0.01% | 583 |
|
|
2022
Q2 | $242K | Buy |
2,132
+44
| +2% | +$5.12K | 0.01% | 631 |
|
|
2022
Q1 | $247K | Hold |
2,088
| – | – | 0.01% | 690 |
|
|
2021
Q4 | $290K | Sell |
2,088
-2
| -0.1% | -$256 | 0.01% | 647 |
|
|
2021
Q3 | $256K | Sell |
2,090
-2,008
| -49% | -$255K | 0.01% | 645 |
|
|
2021
Q2 | $471K | Buy |
4,098
+172
| +4% | +$20.3K | 0.02% | 412 |
|
|
2021
Q1 | $425K | Sell |
3,926
-1,699
| -30% | -$180K | 0.02% | 430 |
|
|
2020
Q4 | $611K | Buy |
5,625
+803
| +17% | +$82K | 0.02% | 291 |
|
|
2020
Q3 | $440K | Buy |
4,822
+755
| +19% | +$69.6K | 0.02% | 338 |
|
|
2020
Q2 | $353K | Buy |
+4,067
| New | +$347K | 0.02% | 339 |
|
|
2019
Q4 | – | Sell |
-1,986
| Closed | -$225K | – | 469 |
|
|
2019
Q3 | $225K | Sell |
1,986
-40
| -2% | -$4.57K | 0.01% | 321 |
|
|
2019
Q2 | $224K | Sell |
2,026
-10
| -0.5% | -$1.04K | 0.01% | 327 |
|
|
2019
Q1 | $203K | Buy |
+2,036
| New | +$193K | 0.01% | 330 |
|
Other funds holding YUM
VCM
VPM
