Joel Isaacson & Co’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $781K | Buy |
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|
2025
Q2 | $753K | Hold |
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|
2025
Q1 | $800K | Hold |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $688K | Buy |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $362K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $363K | Hold |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $242K | Hold |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $205K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $156K | Sell |
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|
2016
Q3 | $224K | Buy |
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|
2016
Q2 | $200K | Hold |
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|
2016
Q1 | $198K | Hold |
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|
2015
Q4 | $176K | Hold |
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|
2015
Q3 | $193K | Hold |
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|
2015
Q2 | $217K | Sell |
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|
2015
Q1 | $192K | Sell |
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|
2014
Q4 | $179K | Buy |
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|
2014
Q3 | $176K | Hold |
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|
2014
Q2 | $199K | Sell |
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|
2014
Q1 | $214K | Sell |
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|
2013
Q4 | $230K | Hold |
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|
2013
Q3 | $217K | Buy |
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|
2013
Q2 | $107K | Buy |
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