Heritage Wealth Management (Ohio)’s Yum! Brands YUM Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio YUM Stock Details YUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$345K	Hold
2025 Q3	$347K	Hold
2025 Q2	$338K	Sell
2025 Q1	$409K	Sell
2024 Q4	$401K	Hold
2024 Q3	$418K	Sell
2024 Q2	$456K	Buy