Great Diamond Partners’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
$223K Sell
1,507
-2
-0.1% -$296 0.05% 208
2025
Q1
$237K Sell
1,509
-161
-10% -$25.3K 0.06% 154
2024
Q4
$224K Sell
1,670
-24
-1% -$3.22K 0.06% 167
2024
Q3
$237K Sell
1,694
-890
-34% -$124K 0.06% 174
2024
Q2
$342K Sell
2,584
-344
-12% -$45.6K 0.08% 158
2024
Q1
$406K Sell
2,928
-47
-2% -$6.52K 0.09% 147
2023
Q4
$389K Sell
2,975
-10
-0.3% -$1.31K 0.1% 150
2023
Q3
$373K Sell
2,985
-1
-0% -$125 0.1% 148
2023
Q2
$414K Buy
2,986
+104
+4% +$14.4K 0.11% 144
2023
Q1
$381K Sell
2,882
-63
-2% -$8.32K 0.11% 141
2022
Q4
$377K Buy
2,945
+3
+0.1% +$384 0.12% 140
2022
Q3
$312K Sell
2,942
-38
-1% -$4.03K 0.11% 153
2022
Q2
$338K Buy
2,980
+12
+0.4% +$1.36K 0.11% 150
2022
Q1
$351K Sell
2,968
-133
-4% -$15.7K 0.1% 153
2021
Q4
$430K Buy
3,101
+20
+0.6% +$2.77K 0.11% 148
2021
Q3
$376K Sell
3,081
-12
-0.4% -$1.46K 0.1% 146
2021
Q2
$355K Hold
3,093
0.1% 141
2021
Q1
$334K Sell
3,093
-102
-3% -$11K 0.1% 140
2020
Q4
$346K Sell
3,195
-98
-3% -$10.6K 0.11% 126
2020
Q3
$300K Buy
3,293
+17
+0.5% +$1.55K 0.11% 123
2020
Q2
$284K Buy
3,276
+56
+2% +$4.86K 0.12% 117
2020
Q1
$220K Sell
3,220
-126
-4% -$8.61K 0.11% 118
2019
Q4
$337K Buy
+3,346
New +$337K 0.13% 102