Iron Gate Global 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 | $341K | Hold |
2,192
| – | – | 0.04% | 71 |
|
|
2025
Q4 | $332K | Sell |
2,192
-229
| -9% | -$33.9K | 0.03% | 70 |
|
|
2025
Q3 | $369K | Hold |
2,421
| – | – | 0.04% | 71 |
|
|
2025
Q2 | $359K | Hold |
2,421
| – | – | 0.04% | 61 |
|
|
2025
Q1 | $381K | Hold |
2,421
| – | – | 0.05% | 60 |
|
|
2024
Q4 | $325K | Sell |
2,421
-110
| -4% | -$14.9K | 0.05% | 66 |
|
|
2024
Q3 | $354K | Hold |
2,531
| – | – | 0.05% | 58 |
|
|
2024
Q2 | $335K | Sell |
2,531
-12
| -0.5% | -$1.65K | 0.06% | 65 |
|
|
2024
Q1 | $354K | Sell |
2,543
-49
| -2% | -$6.54K | 0.06% | 67 |
|
|
2023
Q4 | $339K | Hold |
2,592
| – | – | 0.07% | 67 |
|
|
2023
Q3 | $322K | Buy |
2,592
+1
| +0% | +$132 | 0.07% | 63 |
|
|
2023
Q2 | $359K | Hold |
2,591
| – | – | 0.08% | 63 |
|
|
2023
Q1 | $342K | Hold |
2,591
| – | – | 0.09% | 63 |
|
|
2022
Q4 | $332K | Hold |
2,591
| – | – | 0.09% | 57 |
|
|
2022
Q3 | $283K | Buy |
2,591
+11
| +0.4% | +$1.28K | 0.08% | 65 |
|
|
2022
Q2 | $291K | Buy |
2,580
+11
| +0.4% | +$1.28K | 0.08% | 69 |
|
|
2022
Q1 | $304K | Hold |
2,569
| – | – | 0.07% | 73 |
|
|
2021
Q4 | $352K | Hold |
2,569
| – | – | 0.08% | 74 |
|
|
2021
Q3 | $314K | Hold |
2,569
| – | – | 0.09% | 80 |
|
|
2021
Q2 | $295K | Sell |
2,569
-2,100
| -45% | -$248K | 0.08% | 85 |
|
|
2021
Q1 | $540K | Buy |
4,669
+2,100
| +82% | +$222K | 0.17% | 53 |
|
|
2020
Q4 | $278K | Hold |
2,569
| – | – | 0.1% | 71 |
|
|
2020
Q3 | $235K | Hold |
2,569
| – | – | 0.1% | 80 |
|
|
2020
Q2 | $223K | Buy |
+2,569
| New | +$219K | 0.11% | 77 |
|
|
2020
Q1 | – | Sell |
-2,569
| Closed | -$259K | – | 69 |
|
|
2019
Q4 | $259K | Hold |
2,569
| – | – | 0.15% | 54 |
|
|
2019
Q3 | $291K | Hold |
2,569
| – | – | 0.18% | 56 |
|
|
2019
Q2 | $284K | Hold |
2,569
| – | – | 0.19% | 50 |
|
|
2019
Q1 | $256K | Sell |
2,569
-800
| -24% | -$75.8K | 0.18% | 64 |
|
|
2018
Q4 | $310K | Hold |
3,369
| – | – | 0.23% | 44 |
|
|
2018
Q3 | $300K | Hold |
3,369
| – | – | 0.2% | 45 |
|
|
2018
Q2 | $264K | Sell |
3,369
-111
| -3% | -$9.26K | 0.19% | 40 |
|
|
2018
Q1 | $296K | Hold |
3,480
| – | – | 0.23% | 41 |
|
|
2017
Q4 | $284K | Hold |
3,480
| – | – | 0.24% | 42 |
|
|
2017
Q3 | $256K | Sell |
3,480
-51
| -1% | -$3.84K | 0.24% | 41 |
|
|
2017
Q2 | $260K | Buy |
+3,531
| New | +$246K | 0.29% | 35 |
|
Other funds holding YUM
VCM
VPM