Everett Harris & Co’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 | $3.36M | Sell |
21,594
-2,260
| -9% | -$358K | 0.04% | 94 |
|
|
2025
Q4 | $3.61M | Sell |
23,854
-20
| -0.1% | -$2.96K | 0.04% | 89 |
|
|
2025
Q3 | $3.63M | Sell |
23,874
-470
| -2% | -$69.2K | 0.04% | 88 |
|
|
2025
Q2 | $3.61M | Sell |
24,344
-6,156
| -20% | -$899K | 0.05% | 87 |
|
|
2025
Q1 | $4.8M | Hold |
30,500
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $4.09M | Sell |
30,500
-50
| -0.2% | -$6.76K | 0.05% | 80 |
|
|
2024
Q3 | $4.27M | Sell |
30,550
-650
| -2% | -$86.4K | 0.05% | 77 |
|
|
2024
Q2 | $4.13M | Sell |
31,200
-543
| -2% | -$74.7K | 0.05% | 77 |
|
|
2024
Q1 | $4.4M | Hold |
31,743
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $4.15M | Sell |
31,743
-2,006
| -6% | -$250K | 0.06% | 73 |
|
|
2023
Q3 | $4.22M | Hold |
33,749
| – | – | 0.07% | 68 |
|
|
2023
Q2 | $4.68M | Sell |
33,749
-900
| -3% | -$122K | 0.07% | 67 |
|
|
2023
Q1 | $4.58M | Sell |
34,649
-50
| -0.1% | -$6.43K | 0.07% | 69 |
|
|
2022
Q4 | $4.44M | Hold |
34,699
| – | – | 0.08% | 68 |
|
|
2022
Q3 | $3.69M | Sell |
34,699
-9,006
| -21% | -$1.05M | 0.07% | 71 |
|
|
2022
Q2 | $4.96M | Buy |
43,705
+894
| +2% | +$104K | 0.09% | 70 |
|
|
2022
Q1 | $5.07M | Sell |
42,811
-75
| -0.2% | -$9.24K | 0.07% | 73 |
|
|
2021
Q4 | $5.96M | Hold |
42,886
| – | – | 0.08% | 71 |
|
|
2021
Q3 | $5.25M | Sell |
42,886
-850
| -2% | -$108K | 0.08% | 70 |
|
|
2021
Q2 | $5.03M | Sell |
43,736
-33
| -0.1% | -$3.89K | 0.08% | 70 |
|
|
2021
Q1 | $4.74M | Hold |
43,769
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $4.75M | Buy |
43,769
+69
| +0.2% | +$7.04K | 0.08% | 66 |
|
|
2020
Q3 | $3.99M | Sell |
43,700
-1,385
| -3% | -$128K | 0.08% | 72 |
|
|
2020
Q2 | $3.92M | Sell |
45,085
-145
| -0.3% | -$12.4K | 0.09% | 72 |
|
|
2020
Q1 | $3.1M | Buy |
45,230
+18,470
| +69% | +$1.72M | 0.08% | 72 |
|
|
2019
Q4 | $2.7M | Sell |
26,760
-450
| -2% | -$46.6K | 0.06% | 92 |
|
|
2019
Q3 | $3.09M | Sell |
27,210
-5,961
| -18% | -$681K | 0.08% | 81 |
|
|
2019
Q2 | $3.67M | Buy |
33,171
+1
| +0% | +$104 | 0.09% | 74 |
|
|
2019
Q1 | $3.31M | Hold |
33,170
| – | – | 0.09% | 79 |
|
|
2018
Q4 | $3.05M | Sell |
33,170
-4,075
| -11% | -$364K | 0.09% | 74 |
|
|
2018
Q3 | $3.39M | Sell |
37,245
-2,248
| -6% | -$188K | 0.08% | 72 |
|
|
2018
Q2 | $3.09M | Sell |
39,493
-1,204
| -3% | -$100K | 0.08% | 74 |
|
|
2018
Q1 | $3.46M | Sell |
40,697
-310
| -0.8% | -$25.4K | 0.1% | 71 |
|
|
2017
Q4 | $3.35M | Sell |
41,007
-392
| -0.9% | -$31K | 0.09% | 76 |
|
|
2017
Q3 | $3.05M | Sell |
41,399
-449
| -1% | -$33.8K | 0.09% | 79 |
|
|
2017
Q2 | $3.09M | Sell |
41,848
-2,660
| -6% | -$185K | 0.1% | 79 |
|
|
2017
Q1 | $2.84M | Sell |
44,508
-2,075
| -4% | -$135K | 0.09% | 78 |
|
|
2016
Q4 | $2.95M | Sell |
46,583
-20,438
| -30% | -$1.28M | 0.1% | 77 |
|
|
2016
Q3 | $4.38M | Sell |
67,021
-316
| -0.5% | -$20.2K | 0.15% | 68 |
|
|
2016
Q2 | $4.01M | Sell |
67,337
-1,876
| -3% | -$111K | 0.14% | 71 |
|
|
2016
Q1 | $4.07M | Sell |
69,213
-2,984
| -4% | -$157K | 0.15% | 71 |
|
|
2015
Q4 | $3.79M | Sell |
72,197
-45,724
| -39% | -$2.39M | 0.13% | 74 |
|
|
2015
Q3 | $6.78M | Sell |
117,921
-5,522
| -4% | -$334K | 0.25% | 52 |
|
|
2015
Q2 | $7.99M | Sell |
123,443
-8,189
| -6% | -$519K | 0.28% | 46 |
|
|
2015
Q1 | $7.45M | Sell |
131,632
-5,145
| -4% | -$281K | 0.26% | 48 |
|
|
2014
Q4 | $7.16M | Sell |
136,777
-13,173
| -9% | -$686K | 0.25% | 54 |
|
|
2014
Q3 | $7.76M | Sell |
149,950
-19,369
| -11% | -$1.03M | 0.28% | 52 |
|
|
2014
Q2 | $9.88M | Sell |
169,319
-12,721
| -7% | -$707K | 0.37% | 49 |
|
|
2014
Q1 | $9.87M | Sell |
182,040
-6,427
| -3% | -$339K | 0.37% | 51 |
|
|
2013
Q4 | $10.2M | Sell |
188,467
-39,295
| -17% | -$2.02M | 0.38% | 49 |
|
|
2013
Q3 | $11.7M | Sell |
227,762
-10,628
| -4% | -$551K | 0.48% | 43 |
|
|
2013
Q2 | $11.9M | Buy |
+238,390
| New | +$11.8M | 0.5% | 42 |
|
Other funds holding YUM
VCM
VPM
