Evercore 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 | $2M | Sell |
12,869
-400
| -3% | -$63.4K | 0.03% | 157 |
|
|
2025
Q4 | $2.01M | Sell |
13,269
-170
| -1% | -$25.2K | 0.03% | 161 |
|
|
2025
Q3 | $2.04M | Hold |
13,439
| – | – | 0.03% | 157 |
|
|
2025
Q2 | $1.99M | Hold |
13,439
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $2.11M | Sell |
13,439
-500
| -4% | -$72K | 0.03% | 152 |
|
|
2024
Q4 | $1.87M | Sell |
13,939
-113
| -0.8% | -$15.3K | 0.03% | 162 |
|
|
2024
Q3 | $1.96M | Sell |
14,052
-405
| -3% | -$53.8K | 0.03% | 161 |
|
|
2024
Q2 | $1.91M | Hold |
14,457
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $2M | Sell |
14,457
-256
| -2% | -$34.2K | 0.03% | 162 |
|
|
2023
Q4 | $1.92M | Buy |
14,713
+64
| +0.4% | +$7.99K | 0.03% | 163 |
|
|
2023
Q3 | $1.83M | Buy |
14,649
+575
| +4% | +$75.6K | 0.03% | 163 |
|
|
2023
Q2 | $1.95M | Buy |
14,074
+3,615
| +35% | +$490K | 0.04% | 160 |
|
|
2023
Q1 | $1.38M | Hold |
10,459
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $1.34M | Buy |
10,459
+38
| +0.4% | +$4.6K | 0.03% | 179 |
|
|
2022
Q3 | $1.11M | Hold |
10,421
| – | – | 0.03% | 190 |
|
|
2022
Q2 | $1.18M | Hold |
10,421
| – | – | 0.02% | 190 |
|
|
2022
Q1 | $1.24M | Hold |
10,421
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $1.45M | Hold |
10,421
| – | – | 0.02% | 191 |
|
|
2021
Q3 | $1.27M | Hold |
10,421
| – | – | 0.02% | 201 |
|
|
2021
Q2 | $1.2M | Buy |
10,421
+400
| +4% | +$47.2K | 0.02% | 207 |
|
|
2021
Q1 | $1.08M | Sell |
10,021
-275
| -3% | -$29.1K | 0.02% | 212 |
|
|
2020
Q4 | $1.12M | Buy |
10,296
+987
| +11% | +$101K | 0.02% | 202 |
|
|
2020
Q3 | $850K | Buy |
9,309
+13
| +0.1% | +$1.2K | 0.02% | 212 |
|
|
2020
Q2 | $808K | Buy |
9,296
+1,829
| +24% | +$156K | 0.02% | 213 |
|
|
2020
Q1 | $512K | Sell |
7,467
-2,175
| -23% | -$203K | 0.02% | 240 |
|
|
2019
Q4 | $971K | Buy |
9,642
+500
| +5% | +$51.8K | 0.03% | 207 |
|
|
2019
Q3 | $1.04M | Buy |
9,142
+2,529
| +38% | +$289K | 0.03% | 198 |
|
|
2019
Q2 | $732K | Buy |
6,613
+1,175
| +22% | +$122K | 0.02% | 233 |
|
|
2019
Q1 | $543K | Buy |
5,438
+1,327
| +32% | +$126K | 0.02% | 257 |
|
|
2018
Q4 | $378K | Buy |
4,111
+210
| +5% | +$18.8K | 0.01% | 277 |
|
|
2018
Q3 | $355K | Buy |
3,901
+70
| +2% | +$5.84K | 0.01% | 320 |
|
|
2018
Q2 | $300K | Sell |
3,831
-160
| -4% | -$13.3K | 0.01% | 327 |
|
|
2018
Q1 | $340K | Sell |
3,991
-64
| -2% | -$5.25K | 0.01% | 286 |
|
|
2017
Q4 | $331K | Buy |
4,055
+200
| +5% | +$15.8K | 0.01% | 300 |
|
|
2017
Q3 | $284K | Buy |
3,855
+95
| +3% | +$7.15K | 0.01% | 323 |
|
|
2017
Q2 | $278K | Sell |
3,760
-160
| -4% | -$11.1K | 0.01% | 330 |
|
|
2017
Q1 | $250K | Sell |
3,920
-23
| -0.6% | -$1.5K | 0.01% | 338 |
|
|
2016
Q4 | $250K | Sell |
3,943
-1,631
| -29% | -$102K | 0.01% | 332 |
|
|
2016
Q3 | $364K | Hold |
5,574
| – | – | 0.02% | 283 |
|
|
2016
Q2 | $333K | Sell |
5,574
-4,128
| -43% | -$243K | 0.01% | 294 |
|
|
2016
Q1 | $571K | Sell |
9,702
-139
| -1% | -$7.29K | 0.03% | 221 |
|
|
2015
Q4 | $517K | Sell |
9,841
-459
| -4% | -$24K | 0.02% | 251 |
|
|
2015
Q3 | $591K | Hold |
10,300
| – | – | 0.03% | 234 |
|
|
2015
Q2 | $667K | Sell |
10,300
-1,302
| -11% | -$82.5K | 0.03% | 240 |
|
|
2015
Q1 | $657K | Sell |
11,602
-7,071
| -38% | -$386K | 0.03% | 242 |
|
|
2014
Q4 | $978K | Sell |
18,673
-4,159
| -18% | -$217K | 0.05% | 171 |
|
|
2014
Q3 | $1.18M | Buy |
22,832
+2,831
| +14% | +$151K | 0.06% | 173 |
|
|
2014
Q2 | $1.17M | Buy |
20,001
+220
| +1% | +$12.2K | 0.06% | 171 |
|
|
2014
Q1 | $1.07M | Sell |
19,781
-255,451
| -93% | -$13.5M | 0.06% | 178 |
|
|
2013
Q4 | $15M | Buy |
275,232
+16,971
| +7% | +$873K | 0.82% | 41 |
|
|
2013
Q3 | $13.2M | Sell |
258,261
-37,603
| -13% | -$1.95M | 0.76% | 42 |
|
|
2013
Q2 | $14.8M | Buy |
+295,864
| New | +$14.6M | 0.83% | 37 |
|
Other funds holding YUM
VCM
VPM
