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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $904K | Buy |
5,815
+500
| +9% | +$79.2K | 0.03% | 200 |
|
|
2025
Q4 | $804K | Buy |
5,315
+180
| +4% | +$26.7K | 0.03% | 218 |
|
|
2025
Q3 | $781K | Buy |
5,135
+51
| +1% | +$7.51K | 0.03% | 208 |
|
|
2025
Q2 | $753K | Hold |
5,084
| – | – | 0.03% | 199 |
|
|
2025
Q1 | $800K | Hold |
5,084
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $682K | Buy |
5,084
+157
| +3% | +$21.2K | 0.03% | 197 |
|
|
2024
Q3 | $688K | Buy |
4,927
+100
| +2% | +$13.3K | 0.03% | 180 |
|
|
2024
Q2 | $639K | Buy |
4,827
+81
| +2% | +$11.1K | 0.03% | 183 |
|
|
2024
Q1 | $658K | Buy |
4,746
+2,600
| +121% | +$347K | 0.04% | 177 |
|
|
2023
Q4 | $280K | Hold |
2,146
| – | – | 0.02% | 261 |
|
|
2023
Q3 | $268K | Sell |
2,146
-467
| -18% | -$61.4K | 0.02% | 261 |
|
|
2023
Q2 | $362K | Hold |
2,613
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $345K | Hold |
2,613
| – | – | 0.02% | 234 |
|
|
2022
Q4 | $335K | Hold |
2,613
| – | – | 0.03% | 224 |
|
|
2022
Q3 | $278K | Hold |
2,613
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $297K | Hold |
2,613
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $322K | Hold |
2,613
| – | – | 0.02% | 244 |
|
|
2021
Q4 | $363K | Hold |
2,613
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $320K | Hold |
2,613
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $301K | Sell |
2,613
-14
| -0.5% | -$1.65K | 0.02% | 234 |
|
|
2021
Q1 | $284K | Hold |
2,627
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $285K | Hold |
2,627
| – | – | 0.03% | 202 |
|
|
2020
Q3 | $240K | Sell |
2,627
-15
| -0.6% | -$1.38K | 0.03% | 199 |
|
|
2020
Q2 | $230K | Buy |
+2,642
| New | +$226K | 0.03% | 189 |
|
|
2020
Q1 | – | Sell |
-2,613
| Closed | -$263K | – | 218 |
|
|
2019
Q4 | $263K | Buy |
2,613
+200
| +8% | +$20.7K | 0.03% | 184 |
|
|
2019
Q3 | $274K | Sell |
2,413
-8
| -0.3% | -$914 | 0.04% | 171 |
|
|
2019
Q2 | $268K | Sell |
2,421
-5
| -0.2% | -$519 | 0.04% | 173 |
|
|
2019
Q1 | $242K | Hold |
2,426
| – | – | 0.04% | 189 |
|
|
2018
Q4 | $221K | Buy |
2,426
+13
| +0.5% | +$1.16K | 0.04% | 207 |
|
|
2018
Q3 | $219K | Buy |
+2,413
| New | +$201K | 0.03% | 189 |
|
|
2018
Q2 | – | Sell |
-2,413
| Closed | -$205K | – | 202 |
|
|
2018
Q1 | $205K | Buy |
+2,413
| New | +$198K | 0.04% | 184 |
|
|
2017
Q1 | – | Sell |
-2,463
| Closed | -$156K | – | 545 |
|
|
2016
Q4 | $156K | Sell |
2,463
-963
| -28% | -$60.5K | 0.03% | 175 |
|
|
2016
Q3 | $224K | Buy |
3,426
+70
| +2% | +$4.47K | 0.05% | 155 |
|
|
2016
Q2 | $200K | Hold |
3,356
| – | – | 0.04% | 164 |
|
|
2016
Q1 | $198K | Hold |
3,356
| – | – | 0.04% | 167 |
|
|
2015
Q4 | $176K | Hold |
3,356
| – | – | 0.04% | 161 |
|
|
2015
Q3 | $193K | Hold |
3,356
| – | – | 0.05% | 152 |
|
|
2015
Q2 | $217K | Sell |
3,356
-45
| -1% | -$2.85K | 0.06% | 154 |
|
|
2015
Q1 | $192K | Sell |
3,401
-14
| -0.4% | -$764 | 0.05% | 169 |
|
|
2014
Q4 | $179K | Buy |
3,415
+14
| +0.4% | +$729 | 0.05% | 160 |
|
|
2014
Q3 | $176K | Hold |
3,401
| – | – | 0.05% | 140 |
|
|
2014
Q2 | $199K | Sell |
3,401
-556
| -14% | -$30.9K | 0.06% | 127 |
|
|
2014
Q1 | $214K | Sell |
3,957
-279
| -7% | -$14.7K | 0.07% | 112 |
|
|
2013
Q4 | $230K | Hold |
4,236
| – | – | 0.08% | 96 |
|
|
2013
Q3 | $217K | Buy |
4,236
+2,087
| +97% | +$108K | 0.09% | 95 |
|
|
2013
Q2 | $107K | Buy |
+2,149
| New | +$106K | 0.05% | 139 |
|
Other funds holding YUM
VCM
VPM
