Ethic Inc’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 | $876K | Buy |
5,633
+1,020
| +22% | +$162K | 0.01% | 698 |
|
|
2025
Q4 | $698K | Buy |
4,613
+462
| +11% | +$68.4K | 0.01% | 747 |
|
|
2025
Q3 | $631K | Sell |
4,151
-97
| -2% | -$14.3K | 0.01% | 764 |
|
|
2025
Q2 | $630K | Buy |
4,248
+279
| +7% | +$40.7K | 0.01% | 739 |
|
|
2025
Q1 | $631K | Sell |
3,969
-1,722
| -30% | -$248K | 0.01% | 715 |
|
|
2024
Q4 | $764K | Sell |
5,691
-1,432
| -20% | -$194K | 0.02% | 672 |
|
|
2024
Q3 | $988K | Sell |
7,123
-820
| -10% | -$109K | 0.03% | 576 |
|
|
2024
Q2 | $1.05M | Buy |
7,943
+820
| +12% | +$113K | 0.02% | 548 |
|
|
2024
Q1 | $988K | Sell |
7,123
-471
| -6% | -$62.9K | 0.03% | 576 |
|
|
2023
Q4 | $992K | Buy |
7,594
+1,563
| +26% | +$195K | 0.03% | 540 |
|
|
2023
Q3 | $754K | Buy |
6,031
+1,100
| +22% | +$145K | 0.03% | 554 |
|
|
2023
Q2 | $683K | Buy |
4,931
+549
| +13% | +$74.4K | 0.03% | 557 |
|
|
2023
Q1 | $579K | Sell |
4,382
-374
| -8% | -$48.1K | 0.02% | 608 |
|
|
2022
Q4 | $609K | Buy |
4,756
+912
| +24% | +$110K | 0.03% | 509 |
|
|
2022
Q3 | $409K | Sell |
3,844
-1,802
| -32% | -$209K | 0.03% | 550 |
|
|
2022
Q2 | $641K | Buy |
5,646
+520
| +10% | +$60.5K | 0.04% | 410 |
|
|
2022
Q1 | $608K | Buy |
5,126
+1,503
| +41% | +$185K | 0.04% | 411 |
|
|
2021
Q4 | $503K | Sell |
3,623
-171
| -5% | -$21.9K | 0.04% | 411 |
|
|
2021
Q3 | $464K | Buy |
3,794
+638
| +20% | +$80.9K | 0.05% | 381 |
|
|
2021
Q2 | $363K | Sell |
3,156
-2,034
| -39% | -$240K | 0.04% | 411 |
|
|
2021
Q1 | $561K | Buy |
5,190
+1,770
| +52% | +$187K | 0.1% | 257 |
|
|
2020
Q4 | $371K | Buy |
3,420
+863
| +34% | +$88.1K | 0.1% | 262 |
|
|
2020
Q3 | $233K | Buy |
+2,557
| New | +$236K | 0.09% | 277 |
|
|
2020
Q1 | – | Sell |
-2,326
| Closed | -$234K | – | 242 |
|
|
2019
Q4 | $234K | Buy |
+2,326
| New | +$241K | 0.17% | 183 |
|
Other funds holding YUM
VCM
VPM
