Godshalk Welsh Capital Management’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 | $962K | Hold |
6,495
| – | – | 0.59% | 54 |
|
|
2025
Q1 | $1.02M | Hold |
6,495
| – | – | 0.67% | 52 |
|
|
2024
Q4 | $871K | Hold |
6,495
| – | – | 0.56% | 57 |
|
|
2024
Q3 | $907K | Hold |
6,495
| – | – | 0.57% | 59 |
|
|
2024
Q2 | $860K | Sell |
6,495
-100
| -2% | -$13.2K | 0.57% | 57 |
|
|
2024
Q1 | $914K | Hold |
6,595
| – | – | 0.61% | 55 |
|
|
2023
Q4 | $862K | Hold |
6,595
| – | – | 0.62% | 57 |
|
|
2023
Q3 | $824K | Hold |
6,595
| – | – | 0.62% | 58 |
|
|
2023
Q2 | $914K | Sell |
6,595
-25
| -0.4% | -$3.46K | 0.63% | 52 |
|
|
2023
Q1 | $874K | Hold |
6,620
| – | – | 0.62% | 57 |
|
|
2022
Q4 | $848K | Sell |
6,620
-150
| -2% | -$19.2K | 0.62% | 60 |
|
|
2022
Q3 | $720K | Buy |
6,770
+150
| +2% | +$16K | 0.53% | 64 |
|
|
2022
Q2 | $751K | Hold |
6,620
| – | – | 0.54% | 65 |
|
|
2022
Q1 | $785K | Sell |
6,620
-150
| -2% | -$17.8K | 0.48% | 68 |
|
|
2021
Q4 | $940K | Hold |
6,770
| – | – | 0.54% | 63 |
|
|
2021
Q3 | $828K | Hold |
6,770
| – | – | 0.52% | 62 |
|
|
2021
Q2 | $814K | Buy |
6,770
+20
| +0.3% | +$2.41K | 0.5% | 64 |
|
|
2021
Q1 | $730K | Buy |
6,750
+50
| +0.7% | +$5.41K | 0.51% | 65 |
|
|
2020
Q4 | $727K | Hold |
6,700
| – | – | 0.54% | 63 |
|
|
2020
Q3 | $612K | Buy |
6,700
+50
| +0.8% | +$4.57K | 0.52% | 68 |
|
|
2020
Q2 | $578K | Hold |
6,650
| – | – | 0.54% | 66 |
|
|
2020
Q1 | $456K | Sell |
6,650
-500
| -7% | -$34.3K | 0.5% | 69 |
|
|
2019
Q4 | $720K | Hold |
7,150
| – | – | 0.59% | 64 |
|
|
2019
Q3 | $811K | Buy |
7,150
+50
| +0.7% | +$5.67K | 0.72% | 54 |
|
|
2019
Q2 | $786K | Hold |
7,100
| – | – | 0.73% | 54 |
|
|
2019
Q1 | $709K | Sell |
7,100
-100
| -1% | -$9.99K | 0.68% | 56 |
|
|
2018
Q4 | $662K | Hold |
7,200
| – | – | 0.74% | 55 |
|
|
2018
Q3 | $655K | Buy |
7,200
+225
| +3% | +$20.5K | 0.64% | 60 |
|
|
2018
Q2 | $546K | Hold |
6,975
| – | – | 0.57% | 67 |
|
|
2018
Q1 | $594K | Hold |
6,975
| – | – | 0.64% | 63 |
|
|
2017
Q4 | $569K | Sell |
6,975
-300
| -4% | -$24.5K | 0.58% | 69 |
|
|
2017
Q3 | $536K | Hold |
7,275
| – | – | 0.54% | 72 |
|
|
2017
Q2 | $537K | Buy |
7,275
+150
| +2% | +$11.1K | 0.53% | 73 |
|
|
2017
Q1 | $455K | Buy |
7,125
+875
| +14% | +$55.9K | 0.45% | 79 |
|
|
2016
Q4 | $396K | Buy |
6,250
+1,381
| +28% | +$87.5K | 0.41% | 86 |
|
|
2016
Q3 | $318K | Buy |
4,869
+105
| +2% | +$6.86K | 0.33% | 102 |
|
|
2016
Q2 | $284K | Buy |
4,764
+382
| +9% | +$22.8K | 0.3% | 108 |
|
|
2016
Q1 | $258K | Buy |
+4,382
| New | +$258K | 0.27% | 117 |
|
|
2015
Q1 | – | Sell |
-2,295
| Closed | -$120K | – | 254 |
|
|
2014
Q4 | $120K | Buy |
+2,295
| New | +$120K | 0.11% | 160 |
|