Gladstone Institutional Advisory’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 | $400K | Sell |
2,698
-161
| -6% | -$23.9K | 0.02% | 555 |
|
|
2025
Q1 | $450K | Buy |
2,859
+694
| +32% | +$109K | 0.02% | 490 |
|
|
2024
Q4 | $290K | Buy |
2,165
+82
| +4% | +$11K | 0.01% | 595 |
|
|
2024
Q3 | $291K | Buy |
2,083
+65
| +3% | +$9.08K | 0.01% | 581 |
|
|
2024
Q2 | $267K | Buy |
2,018
+3
| +0.1% | +$397 | 0.01% | 568 |
|
|
2024
Q1 | $279K | Sell |
2,015
-1,722
| -46% | -$239K | 0.02% | 543 |
|
|
2023
Q4 | $488K | Buy |
3,737
+123
| +3% | +$16.1K | 0.03% | 421 |
|
|
2023
Q3 | $452K | Buy |
3,614
+785
| +28% | +$98.1K | 0.03% | 401 |
|
|
2023
Q2 | $392K | Buy |
2,829
+77
| +3% | +$10.7K | 0.02% | 449 |
|
|
2023
Q1 | $363K | Buy |
2,752
+470
| +21% | +$62.1K | 0.02% | 479 |
|
|
2022
Q4 | $292K | Buy |
2,282
+114
| +5% | +$14.6K | 0.02% | 504 |
|
|
2022
Q3 | $231K | Buy |
2,168
+139
| +7% | +$14.8K | 0.02% | 554 |
|
|
2022
Q2 | $230K | Buy |
+2,029
| New | +$230K | 0.02% | 574 |
|
|
2022
Q1 | – | Sell |
-1,576
| Closed | -$219K | – | 764 |
|
|
2021
Q4 | $219K | Buy |
+1,576
| New | +$219K | 0.02% | 544 |
|
|
2021
Q2 | – | Sell |
-1,859
| Closed | -$201K | – | 550 |
|
|
2021
Q1 | $201K | Buy |
+1,859
| New | +$201K | 0.03% | 390 |
|