Legacy Financial 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 | $624K | Buy |
4,016
+380
| +10% | +$60.2K | 0.09% | 192 |
|
|
2025
Q4 | $550K | Sell |
3,636
-288
| -7% | -$42.7K | 0.08% | 205 |
|
|
2025
Q3 | $596K | Sell |
3,924
-43
| -1% | -$6.33K | 0.08% | 207 |
|
|
2025
Q2 | $588K | Sell |
3,967
-196
| -5% | -$28.6K | 0.09% | 180 |
|
|
2025
Q1 | $655K | Buy |
4,163
+240
| +6% | +$34.6K | 0.11% | 157 |
|
|
2024
Q4 | $526K | Buy |
3,923
+88
| +2% | +$11.9K | 0.09% | 186 |
|
|
2024
Q3 | $536K | Buy |
3,835
+375
| +11% | +$49.9K | 0.09% | 184 |
|
|
2024
Q2 | $458K | Buy |
3,460
+76
| +2% | +$10.5K | 0.08% | 186 |
|
|
2024
Q1 | $469K | Buy |
3,384
+309
| +10% | +$41.3K | 0.08% | 182 |
|
|
2023
Q4 | $402K | Buy |
3,075
+212
| +7% | +$26.5K | 0.08% | 188 |
|
|
2023
Q3 | $358K | Buy |
2,863
+312
| +12% | +$41K | 0.07% | 183 |
|
|
2023
Q2 | $353K | Buy |
2,551
+108
| +4% | +$14.6K | 0.07% | 182 |
|
|
2023
Q1 | $323K | Buy |
2,443
+145
| +6% | +$18.7K | 0.07% | 177 |
|
|
2022
Q4 | $294K | Buy |
+2,298
| New | +$278K | 0.06% | 181 |
|
|
2019
Q4 | – | Sell |
-1,989
| Closed | -$226K | – | 118 |
|
|
2019
Q3 | $226K | Buy |
1,989
+16
| +0.8% | +$1.83K | 0.08% | 106 |
|
|
2019
Q2 | $218K | Buy |
1,973
+78
| +4% | +$8.1K | 0.08% | 107 |
|
|
2019
Q1 | $189K | Sell |
1,895
-279
| -13% | -$26.4K | 0.06% | 110 |
|
|
2018
Q4 | $200K | Buy |
2,174
+117
| +6% | +$10.5K | 0.08% | 99 |
|
|
2018
Q3 | $187K | Buy |
2,057
+724
| +54% | +$60.4K | 0.07% | 111 |
|
|
2018
Q2 | $106K | Buy |
1,333
+176
| +15% | +$14.7K | 0.04% | 164 |
|
|
2018
Q1 | $99K | Hold |
1,157
| – | – | 0.04% | 167 |
|
|
2017
Q4 | $94K | Buy |
+1,157
| New | +$91.5K | 0.04% | 183 |
|
Other funds holding YUM
VCM
VPM
