Kovack 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 | $600K | Sell |
3,896
-80
| -2% | -$12.7K | 0.03% | 536 |
|
|
2025
Q4 | $601K | Buy |
3,976
+1,011
| +34% | +$150K | 0.03% | 533 |
|
|
2025
Q3 | $451K | Sell |
2,965
-1,039
| -26% | -$153K | 0.04% | 359 |
|
|
2025
Q2 | $593K | Buy |
4,004
+401
| +11% | +$58.5K | 0.06% | 286 |
|
|
2025
Q1 | $567K | Sell |
3,603
-362
| -9% | -$52.1K | 0.06% | 269 |
|
|
2024
Q4 | $532K | Hold |
3,965
| – | – | 0.05% | 291 |
|
|
2024
Q3 | $554K | Sell |
3,965
-238
| -6% | -$31.6K | 0.06% | 283 |
|
|
2024
Q2 | $557K | Sell |
4,203
-99
| -2% | -$13.6K | 0.06% | 284 |
|
|
2024
Q1 | $596K | Buy |
4,302
+101
| +2% | +$13.5K | 0.07% | 226 |
|
|
2023
Q4 | $549K | Buy |
4,201
+873
| +26% | +$109K | 0.07% | 280 |
|
|
2023
Q3 | $416K | Sell |
3,328
-70
| -2% | -$9.21K | 0.06% | 304 |
|
|
2023
Q2 | $471K | Buy |
3,398
+1
| +0% | +$136 | 0.06% | 306 |
|
|
2023
Q1 | $449K | Hold |
3,397
| – | – | 0.06% | 316 |
|
|
2022
Q4 | $435K | Buy |
3,397
+1
| +0% | +$121 | 0.06% | 311 |
|
|
2022
Q3 | $361K | Hold |
3,396
| – | – | 0.05% | 365 |
|
|
2022
Q2 | $385K | Buy |
3,396
+1
| +0% | +$116 | 0.05% | 383 |
|
|
2022
Q1 | $402K | Sell |
3,395
-129
| -4% | -$15.9K | 0.04% | 448 |
|
|
2021
Q4 | $489K | Buy |
3,524
+74
| +2% | +$9.46K | 0.05% | 390 |
|
|
2021
Q3 | $422K | Buy |
3,450
+1
| +0% | +$127 | 0.05% | 414 |
|
|
2021
Q2 | $397K | Hold |
3,449
| – | – | 0.05% | 421 |
|
|
2021
Q1 | $373K | Buy |
+3,449
| New | +$365K | 0.05% | 386 |
|
|
2020
Q4 | – | Sell |
-3,815
| Closed | -$389K | – | 660 |
|
|
2020
Q3 | $348K | Buy |
3,815
+24
| +0.6% | +$2.21K | 0.06% | 298 |
|
|
2020
Q2 | $329K | Sell |
3,791
-204
| -5% | -$17.4K | 0.06% | 299 |
|
|
2020
Q1 | $274K | Sell |
3,995
-270
| -6% | -$25.2K | 0.06% | 312 |
|
|
2019
Q4 | $430K | Buy |
4,265
+162
| +4% | +$16.8K | 0.08% | 275 |
|
|
2019
Q3 | $465K | Sell |
4,103
-650
| -14% | -$74.3K | 0.1% | 246 |
|
|
2019
Q2 | $526K | Sell |
4,753
-2,258
| -32% | -$235K | 0.12% | 204 |
|
|
2019
Q1 | $700K | Buy |
7,011
+202
| +3% | +$19.1K | 0.17% | 145 |
|
|
2018
Q4 | $626K | Sell |
6,809
-415
| -6% | -$37.1K | 0.18% | 135 |
|
|
2018
Q3 | $657K | Buy |
7,224
+1,247
| +21% | +$104K | 0.17% | 151 |
|
|
2018
Q2 | $468K | Buy |
5,977
+811
| +16% | +$67.7K | 0.13% | 188 |
|
|
2018
Q1 | $440K | Sell |
5,166
-483
| -9% | -$39.6K | 0.11% | 217 |
|
|
2017
Q4 | $461K | Buy |
5,649
+168
| +3% | +$13.3K | 0.12% | 205 |
|
|
2017
Q3 | $403K | Buy |
5,481
+177
| +3% | +$13.3K | 0.13% | 185 |
|
|
2017
Q2 | $391K | Buy |
5,304
+855
| +19% | +$59.5K | 0.12% | 196 |
|
|
2017
Q1 | $284K | Buy |
4,449
+616
| +16% | +$40.1K | 0.11% | 204 |
|
|
2016
Q4 | $243K | Sell |
3,833
-21
| -0.5% | -$1.32K | 0.12% | 194 |
|
|
2016
Q3 | $252K | Sell |
3,854
-416
| -10% | -$26.6K | 0.12% | 192 |
|
|
2016
Q2 | $255K | Buy |
4,270
+182
| +4% | +$10.7K | 0.14% | 182 |
|
|
2016
Q1 | $241K | Buy |
+4,088
| New | +$214K | 0.15% | 179 |
|
|
2015
Q3 | – | Sell |
-4,404
| Closed | -$285K | – | 254 |
|
|
2015
Q2 | $285K | Buy |
4,404
+703
| +19% | +$44.5K | 0.2% | 137 |
|
|
2015
Q1 | $209K | Buy |
+3,701
| New | +$202K | 0.18% | 146 |
|
|
2014
Q3 | – | Sell |
-4,218
| Closed | -$246K | – | 143 |
|
|
2014
Q2 | $246K | Buy |
+4,218
| New | +$235K | 0.36% | 65 |
|
Other funds holding YUM
VCM
VPM
