Integrated Wealth Concepts’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	$1.58M	Buy	10,146 +7,647	+306%	+$1.21M	0.01%	864
2025 Q4	$378K	Sell	2,499 -3,187	-56%	-$472K	﹤0.01%	1224
2025 Q3	$864K	Sell	5,686 -703	-11%	-$104K	0.01%	1062
2025 Q2	$947K	Sell	6,389 -669	-9%	-$97.7K	0.01%	952
2025 Q1	$1.11M	Buy	7,058 +453	+7%	+$65.3K	0.01%	784
2024 Q4	$886K	Buy	6,605 +71	+1%	+$9.6K	0.01%	877
2024 Q3	$913K	Sell	6,534 -179	-3%	-$23.8K	0.01%	845
2024 Q2	$889K	Buy	6,713 +122	+2%	+$16.8K	0.01%	813
2024 Q1	$914K	Buy	6,591 +8	+0.1%	+$1.07K	0.01%	790
2023 Q4	$860K	Buy	6,583 +1,087	+20%	+$136K	0.01%	791
2023 Q3	$687K	Buy	5,496 +43	+0.8%	+$5.66K	0.01%	845
2023 Q2	$756K	Buy	5,453 +2,460	+82%	+$334K	0.01%	800
2023 Q1	$395K	Buy	2,993 +372	+14%	+$47.9K	0.01%	943
2022 Q4	$336K	Buy	+2,621	New	+$317K	0.01%	780
2022 Q3	–	Sell	-2,182	Closed	-$248K	–	1027
2022 Q2	$248K	Buy	2,182 +160	+8%	+$18.6K	0.01%	813
2022 Q1	$240K	Sell	2,022 -1	-0%	-$123	0.01%	816
2021 Q4	$281K	Buy	2,023 +360	+22%	+$46K	0.01%	803
2021 Q3	$203K	Buy	+1,663	New	+$211K	0.01%	900