Harbor Investment 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
Q2 | $253K | Sell |
1,585
-110
| -6% | -$17K | 0.02% | 379 |
|
|
2026
Q1 | $264K | Sell |
1,695
-40
| -2% | -$6.33K | 0.02% | 360 |
|
|
2025
Q4 | $262K | Hold |
1,735
| – | – | 0.02% | 363 |
|
|
2025
Q3 | $264K | Buy |
1,735
+40
| +2% | +$5.89K | 0.02% | 351 |
|
|
2025
Q2 | $251K | Hold |
1,695
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $267K | Sell |
1,695
-200
| -11% | -$28.8K | 0.03% | 329 |
|
|
2024
Q4 | $254K | Hold |
1,895
| – | – | 0.02% | 324 |
|
|
2024
Q3 | $265K | Sell |
1,895
-18
| -0.9% | -$2.39K | 0.03% | 310 |
|
|
2024
Q2 | $253K | Buy |
1,913
+203
| +12% | +$27.9K | 0.03% | 306 |
|
|
2024
Q1 | $237K | Hold |
1,710
| – | – | 0.02% | 318 |
|
|
2023
Q4 | $223K | Hold |
1,710
| – | – | 0.03% | 308 |
|
|
2023
Q3 | $214K | Hold |
1,710
| – | – | 0.03% | 300 |
|
|
2023
Q2 | $237K | Sell |
1,710
-20
| -1% | -$2.71K | 0.03% | 318 |
|
|
2023
Q1 | $228K | Sell |
1,730
-8
| -0.5% | -$1.03K | 0.03% | 324 |
|
|
2022
Q4 | $223K | Hold |
1,738
| – | – | 0.03% | 323 |
|
|
2022
Q3 | $185K | Buy |
1,738
+8
| +0.5% | +$929 | 0.03% | 347 |
|
|
2022
Q2 | $196K | Hold |
1,730
| – | – | 0.03% | 341 |
|
|
2022
Q1 | $205K | Sell |
1,730
-66
| -4% | -$8.13K | 0.03% | 373 |
|
|
2021
Q4 | $249K | Sell |
1,796
-70
| -4% | -$8.95K | 0.03% | 333 |
|
|
2021
Q3 | $228K | Hold |
1,866
| – | – | 0.03% | 341 |
|
|
2021
Q2 | $215K | Hold |
1,866
| – | – | 0.03% | 355 |
|
|
2021
Q1 | $202K | Buy |
1,866
+286
| +18% | +$30.3K | 0.03% | 341 |
|
|
2020
Q4 | $172K | Buy |
1,580
+100
| +7% | +$10.2K | 0.03% | 339 |
|
|
2020
Q3 | $135K | Hold |
1,480
| – | – | 0.03% | 333 |
|
|
2020
Q2 | $129K | Hold |
1,480
| – | – | 0.03% | 318 |
|
|
2020
Q1 | $101K | Hold |
1,480
| – | – | 0.03% | 313 |
|
|
2019
Q4 | $149K | Buy |
+1,480
| New | +$153K | 0.03% | 290 |
|
Other funds holding YUM
CNB
P
JC
FCBT
CWP
DC
GIC
PA