Gladstone Institutional Advisory’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
$443K Buy
2,848
+188
+7% +$29.8K 0.02% 562
2025
Q4
$403K Buy
2,660
+2
+0.1% +$296 0.02% 547
2025
Q3
$404K Sell
2,658
-40
-1% -$5.89K 0.02% 579
2025
Q2
$400K Sell
2,698
-161
-6% -$23.5K 0.02% 555
2025
Q1
$450K Buy
2,859
+694
+32% +$100K 0.02% 490
2024
Q4
$290K Buy
2,165
+82
+4% +$11.1K 0.01% 595
2024
Q3
$291K Buy
2,083
+65
+3% +$8.64K 0.01% 581
2024
Q2
$267K Buy
2,018
+3
+0.1% +$413 0.01% 568
2024
Q1
$279K Sell
2,015
-1,722
-46% -$230K 0.02% 543
2023
Q4
$488K Buy
3,737
+123
+3% +$15.4K 0.03% 421
2023
Q3
$452K Buy
3,614
+785
+28% +$103K 0.03% 401
2023
Q2
$392K Buy
2,829
+77
+3% +$10.4K 0.02% 449
2023
Q1
$363K Buy
2,752
+470
+21% +$60.5K 0.02% 479
2022
Q4
$292K Buy
2,282
+114
+5% +$13.8K 0.02% 504
2022
Q3
$231K Buy
2,168
+139
+7% +$16.1K 0.02% 554
2022
Q2
$230K Buy
+2,029
New +$236K 0.02% 574
2022
Q1
Sell
-1,576
Closed -$219K 764
2021
Q4
$219K Buy
+1,576
New +$202K 0.02% 544
2021
Q2
Sell
-1,859
Closed -$201K 550
2021
Q1
$201K Buy
+1,859
New +$197K 0.03% 390

Other funds holding YUM