Evermay Wealth Management’s Yum! Brands YUM Stock Holding History

Evermay Wealth Management’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Sell	8,448 -80	-0.9%	-$12.7K	0.15%	64
2025 Q4	$1.29M	Sell	8,528 -485	-5%	-$71.8K	0.14%	68
2025 Q3	$1.37M	Hold	9,013	–	–	0.16%	62
2025 Q2	$1.34M	Sell	9,013 -35	-0.4%	-$5.11K	0.16%	56
2025 Q1	$1.42M	Sell	9,048 -496	-5%	-$71.4K	0.19%	57
2024 Q4	$1.28M	Sell	9,544 -190	-2%	-$25.7K	0.19%	62
2024 Q3	$1.36M	Buy	9,734 +25	+0.3%	+$3.32K	0.22%	63
2024 Q2	$1.29M	Sell	9,709 -39	-0.4%	-$5.37K	0.21%	64
2024 Q1	$1.35M	Sell	9,748 -47	-0.5%	-$6.28K	0.2%	63
2023 Q4	$1.28M	Buy	9,795 +3	+0%	+$374	0.24%	47
2023 Q3	$1.22M	Hold	9,792	–	–	0.25%	44
2023 Q2	$1.36M	Sell	9,792 -5	-0.1%	-$678	0.26%	41
2023 Q1	$1.29M	Sell	9,797 -8	-0.1%	-$1.03K	0.26%	44
2022 Q4	$1.26M	Hold	9,805	–	–	0.26%	45
2022 Q3	$1.04M	Buy	9,805 +55	+0.6%	+$6.38K	0.21%	53
2022 Q2	$1.11M	Sell	9,750 -60	-0.6%	-$6.97K	0.21%	50
2022 Q1	$1.16M	Buy	9,810 +7,155	+269%	+$882K	0.2%	54
2021 Q4	$369K	Buy	2,655 +8	+0.3%	+$1.02K	0.07%	123
2021 Q3	$324K	Hold	2,647	–	–	0.06%	124
2021 Q2	$304K	Hold	2,647	–	–	0.06%	144
2021 Q1	$286K	Sell	2,647 -150	-5%	-$15.9K	0.06%	146
2020 Q4	$304K	Sell	2,797 -605	-18%	-$61.8K	0.07%	133
2020 Q3	$311K	Buy	3,402 +318	+10%	+$29.3K	0.08%	118
2020 Q2	$268K	Sell	3,084 -125	-4%	-$10.7K	0.07%	122
2020 Q1	$220K	Sell	3,209 -862	-21%	-$80.4K	0.07%	127
2019 Q4	$410K	Sell	4,071 -600	-13%	-$62.1K	0.1%	99
2019 Q3	$530K	Hold	4,671	–	–	0.14%	73
2019 Q2	$517K	Hold	4,671	–	–	0.14%	71
2019 Q1	$466K	Hold	4,671	–	–	0.13%	80
2018 Q4	$429K	Sell	4,671 -425	-8%	-$38K	0.14%	74
2018 Q3	$463K	Hold	5,096	–	–	0.14%	77
2018 Q2	$399K	Sell	5,096 -300	-6%	-$25K	0.13%	82
2018 Q1	$459K	Buy	5,396 +1,600	+42%	+$131K	0.16%	73
2017 Q4	$310K	Buy	+3,796	New	+$300K	0.11%	99