KCM Investment Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,916
| Closed | -$266K | – | 434 |
|
|
2021
Q4 | $266K | Sell |
1,916
-25
| -1% | -$3.47K | 0.01% | 365 |
|
|
2021
Q3 | $237K | Sell |
1,941
-25
| -1% | -$3.05K | 0.01% | 358 |
|
|
2021
Q2 | $226K | Hold |
1,966
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $213K | Buy |
+1,966
| New | +$213K | 0.01% | 355 |
|
|
2020
Q1 | – | Sell |
-3,921
| Closed | -$395K | – | 347 |
|
|
2019
Q4 | $395K | Sell |
3,921
-247
| -6% | -$24.9K | 0.02% | 260 |
|
|
2019
Q3 | $473K | Buy |
4,168
+2
| +0% | +$227 | 0.03% | 245 |
|
|
2019
Q2 | $461K | Sell |
4,166
-248
| -6% | -$27.4K | 0.03% | 243 |
|
|
2019
Q1 | $441K | Buy |
4,414
+1,653
| +60% | +$165K | 0.03% | 240 |
|
|
2018
Q4 | $254K | Sell |
2,761
-47
| -2% | -$4.32K | 0.02% | 438 |
|
|
2018
Q3 | $255K | Buy |
2,808
+2
| +0.1% | +$182 | 0.01% | 459 |
|
|
2018
Q2 | $219K | Sell |
2,806
-997
| -26% | -$77.8K | 0.01% | 491 |
|
|
2018
Q1 | $324K | Buy |
3,803
+3
| +0.1% | +$256 | 0.02% | 423 |
|
|
2017
Q4 | $310K | Buy |
3,800
+2
| +0.1% | +$163 | 0.02% | 427 |
|
|
2017
Q3 | $280K | Sell |
3,798
-460
| -11% | -$33.9K | 0.02% | 443 |
|
|
2017
Q2 | $314K | Sell |
4,258
-300
| -7% | -$22.1K | 0.02% | 430 |
|
|
2017
Q1 | $291K | Sell |
4,558
-100
| -2% | -$6.38K | 0.02% | 444 |
|
|
2016
Q4 | $295K | Sell |
4,658
-1,821
| -28% | -$115K | 0.02% | 444 |
|
|
2016
Q3 | $423K | Hold |
6,479
| – | – | 0.03% | 392 |
|
|
2016
Q2 | $386K | Hold |
6,479
| – | – | 0.03% | 395 |
|
|
2016
Q1 | $381K | Buy |
6,479
+569
| +10% | +$33.5K | 0.03% | 383 |
|
|
2015
Q4 | $310K | Sell |
5,910
-316
| -5% | -$16.6K | 0.02% | 404 |
|
|
2015
Q3 | $358K | Buy |
6,226
+154
| +3% | +$8.86K | 0.03% | 391 |
|
|
2015
Q2 | $393K | Sell |
6,072
-1,495
| -20% | -$96.8K | 0.03% | 382 |
|
|
2015
Q1 | $428K | Buy |
7,567
+835
| +12% | +$47.2K | 0.03% | 368 |
|
|
2014
Q4 | $353K | Sell |
6,732
-99
| -1% | -$5.19K | 0.03% | 394 |
|
|
2014
Q3 | $353K | Buy |
6,831
+125
| +2% | +$6.46K | 0.03% | 384 |
|
|
2014
Q2 | $391K | Hold |
6,706
| – | – | 0.04% | 359 |
|
|
2014
Q1 | $363K | Sell |
6,706
-441
| -6% | -$23.9K | 0.04% | 346 |
|
|
2013
Q4 | $388K | Sell |
7,147
-209
| -3% | -$11.3K | 0.04% | 326 |
|
|
2013
Q3 | $378K | Buy |
7,356
+383
| +5% | +$19.7K | 0.05% | 325 |
|
|
2013
Q2 | $348K | Buy |
+6,973
| New | +$348K | 0.04% | 341 |
|