IFG 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
Q1 | – | Sell |
-2,009
| Closed | -$304K | – | 900 |
|
|
2025
Q4 | $304K | Buy |
2,009
+4
| +0.2% | +$593 | 0.01% | 637 |
|
|
2025
Q3 | $305K | Buy |
2,005
+4
| +0.2% | +$589 | 0.01% | 633 |
|
|
2025
Q2 | $297K | Buy |
2,001
+4
| +0.2% | +$584 | 0.01% | 611 |
|
|
2025
Q1 | $314K | Sell |
1,997
-19
| -0.9% | -$2.74K | 0.02% | 549 |
|
|
2024
Q4 | $271K | Buy |
+2,016
| New | +$273K | 0.02% | 557 |
|
|
2024
Q3 | – | Sell |
-2,007
| Closed | -$266K | – | 634 |
|
|
2024
Q2 | $266K | Buy |
+2,007
| New | +$276K | 0.02% | 536 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$261K | – | 598 |
|
|
2023
Q4 | $261K | Sell |
2,000
-4
| -0.2% | -$499 | 0.02% | 497 |
|
|
2023
Q3 | $250K | Buy |
+2,004
| New | +$264K | 0.02% | 475 |
|
|
2023
Q2 | – | Sell |
-2,236
| Closed | -$295K | – | 513 |
|
|
2023
Q1 | $295K | Buy |
2,236
+5
| +0.2% | +$643 | 0.03% | 408 |
|
|
2022
Q4 | $285K | Sell |
2,231
-151
| -6% | -$18.3K | 0.03% | 408 |
|
|
2022
Q3 | $253K | Buy |
2,382
+161
| +7% | +$18.7K | 0.02% | 447 |
|
|
2022
Q2 | $252K | Sell |
2,221
-24
| -1% | -$2.79K | 0.03% | 406 |
|
|
2022
Q1 | $266K | Buy |
2,245
+35
| +2% | +$4.31K | 0.03% | 424 |
|
|
2021
Q4 | $307K | Sell |
2,210
-496
| -18% | -$63.4K | 0.03% | 399 |
|
|
2021
Q3 | $331K | Sell |
2,706
-12
| -0.4% | -$1.52K | 0.04% | 383 |
|
|
2021
Q2 | $312K | Sell |
2,718
-30
| -1% | -$3.54K | 0.03% | 382 |
|
|
2021
Q1 | $297K | Sell |
2,748
-45
| -2% | -$4.76K | 0.04% | 395 |
|
|
2020
Q4 | $303K | Buy |
2,793
+35
| +1% | +$3.57K | 0.04% | 349 |
|
|
2020
Q3 | $251K | Buy |
2,758
+5
| +0.2% | +$461 | 0.04% | 355 |
|
|
2020
Q2 | $239K | Buy |
+2,753
| New | +$235K | 0.04% | 347 |
|
|
2020
Q1 | – | Sell |
-2,749
| Closed | -$276K | – | 422 |
|
|
2019
Q4 | $276K | Buy |
2,749
+4
| +0.1% | +$414 | 0.05% | 330 |
|
|
2019
Q3 | $311K | Sell |
2,745
-306
| -10% | -$35K | 0.06% | 297 |
|
|
2019
Q2 | $337K | Sell |
3,051
-146
| -5% | -$15.2K | 0.06% | 258 |
|
|
2019
Q1 | $319K | Sell |
3,197
-100
| -3% | -$9.47K | 0.06% | 260 |
|
|
2018
Q4 | $303K | Buy |
3,297
+4
| +0.1% | +$358 | 0.07% | 240 |
|
|
2018
Q3 | $299K | Buy |
3,293
+17
| +0.5% | +$1.42K | 0.06% | 296 |
|
|
2018
Q2 | $256K | Sell |
3,276
-3
| -0.1% | -$250 | 0.05% | 301 |
|
|
2018
Q1 | $279K | Buy |
3,279
+60
| +2% | +$4.92K | 0.06% | 283 |
|
|
2017
Q4 | $262K | Buy |
+3,219
| New | +$255K | 0.06% | 280 |
|
Other funds holding YUM
VCM
VPM
