HeadInvest LLC’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 | $364K | Sell |
2,341
-75
| -3% | -$11.9K | 0.07% | 171 |
|
|
2025
Q4 | $365K | Sell |
2,416
-55
| -2% | -$8.15K | 0.07% | 171 |
|
|
2025
Q3 | $376K | Hold |
2,471
| – | – | 0.08% | 164 |
|
|
2025
Q2 | $366K | Sell |
2,471
-15
| -0.6% | -$2.19K | 0.08% | 165 |
|
|
2025
Q1 | $391K | Sell |
2,486
-10
| -0.4% | -$1.44K | 0.08% | 169 |
|
|
2024
Q4 | $335K | Hold |
2,496
| – | – | 0.06% | 182 |
|
|
2024
Q3 | $349K | Sell |
2,496
-141
| -5% | -$18.7K | 0.06% | 181 |
|
|
2024
Q2 | $349K | Sell |
2,637
-87
| -3% | -$12K | 0.07% | 169 |
|
|
2024
Q1 | $378K | Buy |
2,724
+744
| +38% | +$99.3K | 0.07% | 169 |
|
|
2023
Q4 | $259K | Hold |
1,980
| – | – | 0.05% | 198 |
|
|
2023
Q3 | $248K | Hold |
1,980
| – | – | 0.05% | 190 |
|
|
2023
Q2 | $266K | Sell |
1,980
-6
| -0.3% | -$813 | 0.06% | 192 |
|
|
2023
Q1 | $262K | Sell |
1,986
-20
| -1% | -$2.57K | 0.06% | 191 |
|
|
2022
Q4 | $257K | Sell |
2,006
-5
| -0.2% | -$606 | 0.06% | 191 |
|
|
2022
Q3 | $214K | Sell |
2,011
-300
| -13% | -$34.8K | 0.05% | 206 |
|
|
2022
Q2 | $262K | Hold |
2,311
| – | – | 0.06% | 186 |
|
|
2022
Q1 | $274K | Buy |
2,311
+25
| +1% | +$3.08K | 0.05% | 203 |
|
|
2021
Q4 | $317K | Hold |
2,286
| – | – | 0.06% | 190 |
|
|
2021
Q3 | $280K | Sell |
2,286
-35
| -2% | -$4.44K | 0.05% | 194 |
|
|
2021
Q2 | $266K | Buy |
2,321
+208
| +10% | +$24.5K | 0.05% | 198 |
|
|
2021
Q1 | $228K | Sell |
2,113
-105
| -5% | -$11.1K | 0.05% | 203 |
|
|
2020
Q4 | $241K | Buy |
+2,218
| New | +$226K | 0.05% | 192 |
|
Other funds holding YUM
VCM
VPM