Forvis Mazars Wealth Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
7,330
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $1.15M | Sell |
7,330
-40
| -0.5% | -$6.29K | 0.03% | 194 |
|
|
2024
Q4 | $989K | Hold |
7,370
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $1.03M | Buy |
7,370
+154
| +2% | +$21.5K | 0.02% | 227 |
|
|
2024
Q2 | $956K | Hold |
7,216
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $1M | Sell |
7,216
-100
| -1% | -$13.9K | 0.03% | 213 |
|
|
2023
Q4 | $956K | Buy |
7,316
+460
| +7% | +$60.1K | 0.03% | 210 |
|
|
2023
Q3 | $857K | Sell |
6,856
-9
| -0.1% | -$1.12K | 0.03% | 218 |
|
|
2023
Q2 | $951K | Sell |
6,865
-11
| -0.2% | -$1.52K | 0.03% | 221 |
|
|
2023
Q1 | $908K | Buy |
6,876
+1
| +0% | +$132 | 0.03% | 211 |
|
|
2022
Q4 | $881K | Hold |
6,875
| – | – | 0.03% | 211 |
|
|
2022
Q3 | $731K | Sell |
6,875
-100
| -1% | -$10.6K | 0.03% | 226 |
|
|
2022
Q2 | $792K | Buy |
6,975
+238
| +4% | +$27K | 0.03% | 212 |
|
|
2022
Q1 | $799K | Buy |
6,737
+166
| +3% | +$19.7K | 0.03% | 160 |
|
|
2021
Q4 | $912K | Buy |
6,571
+100
| +2% | +$13.9K | 0.04% | 145 |
|
|
2021
Q3 | $791K | Sell |
6,471
-31
| -0.5% | -$3.79K | 0.04% | 144 |
|
|
2021
Q2 | $748K | Sell |
6,502
-200
| -3% | -$23K | 0.03% | 144 |
|
|
2021
Q1 | $725K | Sell |
6,702
-992
| -13% | -$107K | 0.04% | 146 |
|
|
2020
Q4 | $835K | Sell |
7,694
-96
| -1% | -$10.4K | 0.04% | 163 |
|
|
2020
Q3 | $711K | Sell |
7,790
-8
| -0.1% | -$730 | 0.04% | 161 |
|
|
2020
Q2 | $678K | Buy |
7,798
+244
| +3% | +$21.2K | 0.04% | 162 |
|
|
2020
Q1 | $518K | Sell |
7,554
-95
| -1% | -$6.51K | 0.04% | 167 |
|
|
2019
Q4 | $770K | Buy |
7,649
+167
| +2% | +$16.8K | 0.06% | 141 |
|
|
2019
Q3 | $849K | Sell |
7,482
-65
| -0.9% | -$7.38K | 0.07% | 118 |
|
|
2019
Q2 | $835K | Buy |
7,547
+21
| +0.3% | +$2.32K | 0.07% | 118 |
|
|
2019
Q1 | $751K | Buy |
7,526
+83
| +1% | +$8.28K | 0.06% | 125 |
|
|
2018
Q4 | $684K | Sell |
7,443
-214
| -3% | -$19.7K | 0.07% | 111 |
|
|
2018
Q3 | $696K | Hold |
7,657
| – | – | 0.06% | 123 |
|
|
2018
Q2 | $599K | Buy |
7,657
+26
| +0.3% | +$2.03K | 0.06% | 127 |
|
|
2018
Q1 | $650K | Sell |
7,631
-64
| -0.8% | -$5.45K | 0.07% | 120 |
|
|
2017
Q4 | $628K | Buy |
7,695
+202
| +3% | +$16.5K | 0.06% | 124 |
|
|
2017
Q3 | $552K | Sell |
7,493
-16
| -0.2% | -$1.18K | 0.06% | 130 |
|
|
2017
Q2 | $554K | Sell |
7,509
-80
| -1% | -$5.9K | 0.06% | 128 |
|
|
2017
Q1 | $485K | Sell |
7,589
-696
| -8% | -$44.5K | 0.06% | 126 |
|
|
2016
Q4 | $525K | Sell |
8,285
-3,145
| -28% | -$199K | 0.07% | 116 |
|
|
2016
Q3 | $746K | Buy |
11,430
+570
| +5% | +$37.2K | 0.1% | 90 |
|
|
2016
Q2 | $647K | Sell |
10,860
-34
| -0.3% | -$2.03K | 0.1% | 97 |
|
|
2016
Q1 | $641K | Sell |
10,894
-430
| -4% | -$25.3K | 0.1% | 95 |
|
|
2015
Q4 | $595K | Buy |
11,324
+18
| +0.2% | +$946 | 0.09% | 97 |
|
|
2015
Q3 | $650K | Buy |
11,306
+939
| +9% | +$54K | 0.11% | 87 |
|
|
2015
Q2 | $671K | Sell |
10,367
-881
| -8% | -$57K | 0.1% | 91 |
|
|
2015
Q1 | $637K | Buy |
11,248
+777
| +7% | +$44K | 0.09% | 96 |
|
|
2014
Q4 | $548K | Buy |
10,471
+1,250
| +14% | +$65.4K | 0.09% | 92 |
|
|
2014
Q3 | $477K | Sell |
9,221
-101
| -1% | -$5.23K | 0.08% | 92 |
|
|
2014
Q2 | $544K | Sell |
9,322
-326
| -3% | -$19K | 0.09% | 89 |
|
|
2014
Q1 | $525K | Hold |
9,648
| – | – | 0.09% | 104 |
|
|
2013
Q4 | $524K | Buy |
9,648
+11
| +0.1% | +$597 | 0.1% | 106 |
|
|
2013
Q3 | $495K | Sell |
9,637
-132
| -1% | -$6.78K | 0.1% | 103 |
|
|
2013
Q2 | $487K | Buy |
+9,769
| New | +$487K | 0.39% | 64 |
|