Edgemoor Investment Advisors’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 | $298K | Hold |
1,915
| – | – | 0.02% | 146 |
|
|
2025
Q4 | $290K | Hold |
1,915
| – | – | 0.02% | 146 |
|
|
2025
Q3 | $291K | Hold |
1,915
| – | – | 0.02% | 156 |
|
|
2025
Q2 | $284K | Hold |
1,915
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $301K | Sell |
1,915
-26
| -1% | -$3.75K | 0.03% | 135 |
|
|
2024
Q4 | $260K | Hold |
1,941
| – | – | 0.02% | 145 |
|
|
2024
Q3 | $271K | Hold |
1,941
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $257K | Hold |
1,941
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $269K | Hold |
1,941
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $254K | Hold |
1,941
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $243K | Hold |
1,941
| – | – | 0.03% | 143 |
|
|
2023
Q2 | $269K | Hold |
1,941
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $256K | Sell |
1,941
-80
| -4% | -$10.3K | 0.03% | 136 |
|
|
2022
Q4 | $259K | Hold |
2,021
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $215K | Sell |
2,021
-174
| -8% | -$20.2K | 0.03% | 138 |
|
|
2022
Q2 | $249K | Hold |
2,195
| – | – | 0.03% | 138 |
|
|
2022
Q1 | $260K | Buy |
2,195
+155
| +8% | +$19.1K | 0.03% | 140 |
|
|
2021
Q4 | $283K | Hold |
2,040
| – | – | 0.03% | 127 |
|
|
2021
Q3 | $250K | Hold |
2,040
| – | – | 0.03% | 119 |
|
|
2021
Q2 | $235K | Hold |
2,040
| – | – | 0.02% | 131 |
|
|
2021
Q1 | $221K | Hold |
2,040
| – | – | 0.02% | 125 |
|
|
2020
Q4 | $221K | Buy |
+2,040
| New | +$208K | 0.02% | 122 |
|
|
2020
Q1 | – | Sell |
-2,040
| Closed | -$205K | – | 132 |
|
|
2019
Q4 | $205K | Sell |
2,040
-200
| -9% | -$20.7K | 0.02% | 131 |
|
|
2019
Q3 | $254K | Hold |
2,240
| – | – | 0.03% | 118 |
|
|
2019
Q2 | $248K | Buy |
2,240
+80
| +4% | +$8.31K | 0.03% | 124 |
|
|
2019
Q1 | $216K | Buy |
+2,160
| New | +$205K | 0.03% | 131 |
|
|
2016
Q4 | – | Sell |
-3,283
| Closed | -$214K | – | 122 |
|
|
2016
Q3 | $214K | Buy |
+3,283
| New | +$210K | 0.03% | 116 |
|
|
2015
Q4 | – | Sell |
-3,561
| Closed | -$205K | – | 145 |
|
|
2015
Q3 | $205K | Hold |
3,561
| – | – | 0.03% | 139 |
|
|
2015
Q2 | $231K | Sell |
3,561
-236
| -6% | -$15K | 0.03% | 129 |
|
|
2015
Q1 | $215K | Buy |
+3,797
| New | +$207K | 0.03% | 127 |
|
Other funds holding YUM
VCM
VPM