IFP Advisors’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 | $1.08M | Sell |
6,950
-178
| -2% | -$28.2K | 0.02% | 656 |
|
|
2025
Q4 | $1.08M | Sell |
7,128
-3,570
| -33% | -$529K | 0.02% | 630 |
|
|
2025
Q3 | $1.63M | Buy |
10,698
+6,233
| +140% | +$918K | 0.04% | 429 |
|
|
2025
Q2 | $701K | Sell |
4,465
-8,020
| -64% | -$1.17M | 0.02% | 709 |
|
|
2025
Q1 | $1.97M | Buy |
12,485
+7,959
| +176% | +$1.15M | 0.06% | 355 |
|
|
2024
Q4 | $614K | Buy |
4,526
+555
| +14% | +$75.1K | 0.02% | 664 |
|
|
2024
Q3 | $555K | Sell |
3,971
-211
| -5% | -$28K | 0.02% | 661 |
|
|
2024
Q2 | $554K | Buy |
4,182
+570
| +16% | +$78.5K | 0.02% | 624 |
|
|
2024
Q1 | $501K | Sell |
3,612
-380
| -10% | -$50.7K | 0.02% | 611 |
|
|
2023
Q4 | $522K | Sell |
3,992
-36
| -0.9% | -$4.49K | 0.02% | 573 |
|
|
2023
Q3 | $503K | Buy |
4,028
+877
| +28% | +$115K | 0.02% | 587 |
|
|
2023
Q2 | $437K | Buy |
3,151
+1,280
| +68% | +$174K | 0.02% | 702 |
|
|
2023
Q1 | $154K | Sell |
1,871
-1,318
| -41% | -$170K | 0.01% | 1055 |
|
|
2022
Q4 | $265K | Sell |
3,189
-229
| -7% | -$27.7K | 0.01% | 1196 |
|
|
2022
Q3 | $286K | Buy |
3,418
+193
| +6% | +$22.4K | 0.01% | 1221 |
|
|
2022
Q2 | $269K | Hold |
3,225
| – | – | 0.01% | 1137 |
|
|
2022
Q1 | $269K | Buy |
3,225
+1,271
| +65% | +$157K | 0.01% | 1137 |
|
|
2021
Q4 | $271K | Hold |
1,954
| – | – | 0.01% | 821 |
|
|
2021
Q3 | $237K | Sell |
1,954
-8,278
| -81% | -$1.05M | ﹤0.01% | 876 |
|
|
2021
Q2 | $1.17M | Buy |
10,232
+67
| +0.7% | +$7.9K | 0.02% | 347 |
|
|
2021
Q1 | $1.1M | Sell |
10,165
-997
| -9% | -$106K | 0.02% | 349 |
|
|
2020
Q4 | $1.21M | Buy |
11,162
+8,624
| +340% | +$880K | 0.05% | 299 |
|
|
2020
Q3 | $233K | Sell |
2,538
-282
| -10% | -$26K | 0.01% | 649 |
|
|
2020
Q2 | $245K | Buy |
2,820
+65
| +2% | +$5.55K | 0.02% | 596 |
|
|
2020
Q1 | $210K | Sell |
2,755
-237
| -8% | -$22.1K | 0.02% | 566 |
|
|
2019
Q4 | $304K | Sell |
2,992
-2,400
| -45% | -$249K | 0.02% | 555 |
|
|
2019
Q3 | $608K | Buy |
+5,392
| New | +$616K | 0.04% | 441 |
|
|
2019
Q1 | $58K | Sell |
580
-5,074
| -90% | -$481K | 0.01% | 907 |
|
|
2018
Q4 | $518K | Sell |
5,654
-4,023
| -42% | -$360K | 0.03% | 543 |
|
|
2018
Q3 | $880K | Sell |
9,677
-1,760
| -15% | -$147K | 0.04% | 465 |
|
|
2018
Q2 | $895K | Sell |
11,437
-1,263
| -10% | -$105K | 0.04% | 453 |
|
|
2018
Q1 | $1.04M | Hold |
12,700
| – | – | 0.05% | 386 |
|
|
2017
Q4 | $1.04M | Sell |
12,700
-4,936
| -28% | -$390K | 0.05% | 385 |
|
|
2017
Q3 | $1.3M | Buy |
17,636
+606
| +4% | +$45.6K | 0.05% | 367 |
|
|
2017
Q2 | $1.26M | Buy |
17,030
+1,448
| +9% | +$101K | 0.05% | 369 |
|
|
2017
Q1 | $996K | Buy |
15,582
+2,666
| +21% | +$174K | 0.04% | 428 |
|
|
2016
Q4 | $818K | Sell |
12,916
-3,930
| -23% | -$247K | 0.04% | 446 |
|
|
2016
Q3 | $1.1M | Sell |
16,846
-291
| -2% | -$18.6K | 0.06% | 335 |
|
|
2016
Q2 | $1.02M | Buy |
17,137
+16,330
| +2,024% | +$962K | 0.06% | 348 |
|
|
2016
Q1 | $58K | Sell |
807
-8,828
| -92% | -$463K | 0.01% | 907 |
|
|
2015
Q4 | $506K | Buy |
+9,635
| New | +$503K | 0.03% | 497 |
|
Other funds holding YUM
VCM
VPM
