Institute for Wealth Management’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 | $400K | Buy |
2,574
+80
| +3% | +$12.7K | 0.04% | 364 |
|
|
2025
Q4 | $377K | Sell |
2,494
-17
| -0.7% | -$2.52K | 0.04% | 375 |
|
|
2025
Q3 | $382K | Buy |
2,511
+1
| +0% | +$147 | 0.04% | 393 |
|
|
2025
Q2 | $372K | Sell |
2,510
-106
| -4% | -$15.5K | 0.04% | 381 |
|
|
2025
Q1 | $412K | Sell |
2,616
-318
| -11% | -$45.8K | 0.05% | 337 |
|
|
2024
Q4 | $394K | Hold |
2,934
| – | – | 0.05% | 339 |
|
|
2024
Q3 | $410K | Sell |
2,934
-130
| -4% | -$17.3K | 0.05% | 341 |
|
|
2024
Q2 | $406K | Buy |
3,064
+107
| +4% | +$14.7K | 0.05% | 326 |
|
|
2024
Q1 | $410K | Hold |
2,957
| – | – | 0.05% | 320 |
|
|
2023
Q4 | $386K | Sell |
2,957
-12
| -0.4% | -$1.5K | 0.06% | 318 |
|
|
2023
Q3 | $371K | Sell |
2,969
-71
| -2% | -$9.34K | 0.07% | 309 |
|
|
2023
Q2 | $421K | Buy |
3,040
+1
| +0% | +$136 | 0.07% | 296 |
|
|
2023
Q1 | $401K | Hold |
3,039
| – | – | 0.08% | 296 |
|
|
2022
Q4 | $389K | Sell |
3,039
-99
| -3% | -$12K | 0.08% | 306 |
|
|
2022
Q3 | $334K | Hold |
3,138
| – | – | 0.08% | 315 |
|
|
2022
Q2 | $356K | Buy |
3,138
+1
| +0% | +$116 | 0.07% | 350 |
|
|
2022
Q1 | $372K | Hold |
3,137
| – | – | 0.06% | 357 |
|
|
2021
Q4 | $436K | Sell |
3,137
-80
| -2% | -$10.2K | 0.07% | 304 |
|
|
2021
Q3 | $394K | Hold |
3,217
| – | – | 0.07% | 316 |
|
|
2021
Q2 | $370K | Buy |
3,217
+1
| +0% | +$118 | 0.07% | 330 |
|
|
2021
Q1 | $348K | Hold |
3,216
| – | – | 0.07% | 334 |
|
|
2020
Q4 | $349K | Buy |
3,216
+1
| +0% | +$102 | 0.07% | 323 |
|
|
2020
Q3 | $294K | Buy |
3,215
+11
| +0.3% | +$1.01K | 0.07% | 318 |
|
|
2020
Q2 | $278K | Sell |
3,204
-17
| -0.5% | -$1.45K | 0.07% | 335 |
|
|
2020
Q1 | $221K | Sell |
3,221
-2
| -0.1% | -$187 | 0.07% | 350 |
|
|
2019
Q4 | $325K | Sell |
3,223
-50
| -2% | -$5.18K | 0.07% | 329 |
|
|
2019
Q3 | $371K | Sell |
3,273
-639
| -16% | -$73K | 0.09% | 286 |
|
|
2019
Q2 | $433K | Buy |
3,912
+384
| +11% | +$39.9K | 0.1% | 285 |
|
|
2019
Q1 | $352K | Buy |
+3,528
| New | +$334K | 0.08% | 301 |
|
|
2017
Q3 | – | Sell |
-3,782
| Closed | -$278K | – | 403 |
|
|
2017
Q2 | $278K | Buy |
+3,782
| New | +$263K | 0.08% | 330 |
|
Other funds holding YUM
VCM
VPM
