Frisch Financial Group’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 | $275K | Buy |
1,767
+7
| +0.4% | +$1.11K | 0.06% | 140 |
|
|
2025
Q4 | $266K | Buy |
1,760
+7
| +0.4% | +$1.04K | 0.06% | 132 |
|
|
2025
Q3 | $266K | Buy |
1,753
+8
| +0.5% | +$1.18K | 0.06% | 120 |
|
|
2025
Q2 | $259K | Sell |
1,745
-30
| -2% | -$4.38K | 0.06% | 122 |
|
|
2025
Q1 | $279K | Buy |
1,775
+7
| +0.4% | +$1.01K | 0.08% | 102 |
|
|
2024
Q4 | $237K | Buy |
1,768
+7
| +0.4% | +$947 | 0.07% | 112 |
|
|
2024
Q3 | $246K | Buy |
1,761
+8
| +0.5% | +$1.06K | 0.07% | 114 |
|
|
2024
Q2 | $232K | Buy |
1,753
+7
| +0.4% | +$963 | 0.07% | 119 |
|
|
2024
Q1 | $242K | Buy |
1,746
+8
| +0.5% | +$1.07K | 0.08% | 109 |
|
|
2023
Q4 | $227K | Buy |
+1,738
| New | +$217K | 0.09% | 112 |
|
|
2023
Q3 | – | Sell |
-1,571
| Closed | -$218K | – | 127 |
|
|
2023
Q2 | $218K | Buy |
+1,571
| New | +$213K | 0.1% | 103 |
|
|
2023
Q1 | – | Sell |
-1,657
| Closed | -$212K | – | 139 |
|
|
2022
Q4 | $212K | Buy |
+1,657
| New | +$201K | 0.08% | 126 |
|
|
2022
Q1 | – | Sell |
-1,627
| Closed | -$226K | – | 164 |
|
|
2021
Q4 | $226K | Buy |
+1,627
| New | +$208K | 0.07% | 145 |
|
|
2021
Q2 | – | Sell |
-2,640
| Closed | -$286K | – | 161 |
|
|
2021
Q1 | $286K | Sell |
2,640
-40
| -1% | -$4.23K | 0.1% | 112 |
|
|
2020
Q4 | $291K | Sell |
2,680
-431
| -14% | -$44K | 0.11% | 96 |
|
|
2020
Q3 | $284K | Buy |
3,111
+10
| +0.3% | +$922 | 0.12% | 81 |
|
|
2020
Q2 | $270K | Buy |
3,101
+11
| +0.4% | +$939 | 0.13% | 75 |
|
|
2020
Q1 | $212K | Buy |
3,090
+10
| +0.3% | +$933 | 0.12% | 95 |
|
|
2019
Q4 | $310K | Buy |
3,080
+9
| +0.3% | +$932 | 0.15% | 83 |
|
|
2019
Q3 | $348K | Buy |
3,071
+1,083
| +54% | +$124K | 0.21% | 63 |
|
|
2019
Q2 | $220K | Sell |
1,988
-1,013
| -34% | -$105K | 0.15% | 91 |
|
|
2019
Q1 | $299K | Buy |
+3,001
| New | +$284K | 0.18% | 72 |
|
Other funds holding YUM
VCM
VPM