Kelman-Lazarov Inc’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 | $918K | Sell |
5,906
-294
| -5% | -$46.6K | 0.13% | 65 |
|
|
2025
Q4 | $938K | Buy |
6,200
+2
| +0% | +$296 | 0.13% | 63 |
|
|
2025
Q3 | $942K | Sell |
6,198
-1,525
| -20% | -$225K | 0.14% | 59 |
|
|
2025
Q2 | $1.14M | Sell |
7,723
-62
| -0.8% | -$9.05K | 0.19% | 53 |
|
|
2025
Q1 | $1.23M | Sell |
7,785
-277
| -3% | -$39.9K | 0.22% | 45 |
|
|
2024
Q4 | $1.08M | Sell |
8,062
-675
| -8% | -$91.3K | 0.19% | 52 |
|
|
2024
Q3 | $1.22M | Sell |
8,737
-506
| -5% | -$67.3K | 0.21% | 49 |
|
|
2024
Q2 | $1.22M | Sell |
9,243
-757
| -8% | -$104K | 0.23% | 48 |
|
|
2024
Q1 | $1.39M | Buy |
10,000
+8
| +0.1% | +$1.07K | 0.27% | 44 |
|
|
2023
Q4 | $1.31M | Sell |
9,992
-127
| -1% | -$15.9K | 0.28% | 43 |
|
|
2023
Q3 | $1.26M | Buy |
10,119
+1
| +0% | +$132 | 0.3% | 43 |
|
|
2023
Q2 | $1.4M | Buy |
10,118
+14
| +0.1% | +$1.9K | 0.34% | 42 |
|
|
2023
Q1 | $1.33M | Hold |
10,104
| – | – | 0.35% | 38 |
|
|
2022
Q4 | $1.29M | Sell |
10,104
-265
| -3% | -$32.1K | 0.36% | 37 |
|
|
2022
Q3 | $1.1M | Hold |
10,369
| – | – | 0.38% | 30 |
|
|
2022
Q2 | $1.18M | Sell |
10,369
-183
| -2% | -$21.3K | 0.4% | 28 |
|
|
2022
Q1 | $1.25M | Hold |
10,552
| – | – | 0.42% | 29 |
|
|
2021
Q4 | $1.47M | Hold |
10,552
| – | – | 0.47% | 27 |
|
|
2021
Q3 | $1.29M | Sell |
10,552
-7
| -0.1% | -$888 | 0.45% | 27 |
|
|
2021
Q2 | $1.22M | Sell |
10,559
-50
| -0.5% | -$5.89K | 0.42% | 29 |
|
|
2021
Q1 | $1.15M | Hold |
10,609
| – | – | 0.41% | 30 |
|
|
2020
Q4 | $1.15M | Sell |
10,609
-174
| -2% | -$17.8K | 0.44% | 30 |
|
|
2020
Q3 | $984K | Sell |
10,783
-252
| -2% | -$23.2K | 0.45% | 29 |
|
|
2020
Q2 | $959K | Sell |
11,035
-284
| -3% | -$24.3K | 0.44% | 29 |
|
|
2020
Q1 | $776K | Sell |
11,319
-912
| -7% | -$85.1K | 0.42% | 32 |
|
|
2019
Q4 | $1.23M | Sell |
12,231
-128
| -1% | -$13.3K | 0.55% | 32 |
|
|
2019
Q3 | $1.4M | Sell |
12,359
-18
| -0.1% | -$2.06K | 0.69% | 27 |
|
|
2019
Q2 | $1.37M | Sell |
12,377
-1,742
| -12% | -$181K | 0.7% | 28 |
|
|
2019
Q1 | $1.41M | Sell |
14,119
-1,050
| -7% | -$99.4K | 0.74% | 27 |
|
|
2018
Q4 | $1.39M | Sell |
15,169
-2,794
| -16% | -$250K | 0.87% | 26 |
|
|
2018
Q3 | $1.63M | Sell |
17,963
-775
| -4% | -$64.7K | 0.96% | 28 |
|
|
2018
Q2 | $1.47M | Sell |
18,738
-150
| -0.8% | -$12.5K | 0.79% | 37 |
|
|
2018
Q1 | $1.61M | Sell |
18,888
-200
| -1% | -$16.4K | 0.86% | 32 |
|
|
2017
Q4 | $1.56M | Sell |
19,088
-148
| -0.8% | -$11.7K | 0.8% | 37 |
|
|
2017
Q3 | $1.42M | Sell |
19,236
-515
| -3% | -$38.7K | 0.75% | 38 |
|
|
2017
Q2 | $1.46M | Buy |
19,751
+1,129
| +6% | +$78.6K | 0.8% | 38 |
|
|
2017
Q1 | $1.19M | Sell |
18,622
-800
| -4% | -$52.1K | 0.77% | 44 |
|
|
2016
Q4 | $1.23M | Sell |
19,422
-8,334
| -30% | -$523K | 0.69% | 45 |
|
|
2016
Q3 | $1.8M | Hold |
27,756
| – | – | 1.02% | 30 |
|
|
2016
Q2 | $1.67M | Sell |
27,756
-907
| -3% | -$53.5K | 0.95% | 32 |
|
|
2016
Q1 | $1.7M | Buy |
+28,663
| New | +$1.5M | 0.99% | 30 |
|
Other funds holding YUM
VCM
VPM
