Level Four Advisory Services’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 | $485K | Buy |
3,118
+1,343
| +76% | +$213K | 0.02% | 602 |
|
|
2025
Q4 | $269K | Buy |
1,775
+38
| +2% | +$5.63K | 0.01% | 725 |
|
|
2025
Q3 | $264K | Buy |
1,737
+57
| +3% | +$8.39K | 0.01% | 694 |
|
|
2025
Q2 | $249K | Buy |
1,680
+1
| +0.1% | +$146 | 0.01% | 693 |
|
|
2025
Q1 | $264K | Sell |
1,679
-76
| -4% | -$10.9K | 0.01% | 657 |
|
|
2024
Q4 | $235K | Sell |
1,755
-43
| -2% | -$5.82K | 0.01% | 686 |
|
|
2024
Q3 | $236K | Sell |
1,798
-49
| -3% | -$6.51K | 0.01% | 697 |
|
|
2024
Q2 | $245K | Sell |
1,847
-1,752
| -49% | -$241K | 0.01% | 670 |
|
|
2024
Q1 | $470K | Hold |
3,599
| – | – | 0.03% | 493 |
|
|
2023
Q4 | $470K | Buy |
3,599
+298
| +9% | +$37.2K | 0.03% | 490 |
|
|
2023
Q3 | $412K | Sell |
3,301
-198
| -6% | -$26K | 0.03% | 499 |
|
|
2023
Q2 | $485K | Buy |
3,499
+78
| +2% | +$10.6K | 0.03% | 478 |
|
|
2023
Q1 | $452K | Buy |
3,421
+1,393
| +69% | +$179K | 0.03% | 451 |
|
|
2022
Q4 | $260K | Buy |
+2,028
| New | +$246K | 0.02% | 552 |
|
|
2021
Q4 | – | Sell |
-2,863
| Closed | -$350K | – | 677 |
|
|
2021
Q3 | $350K | Buy |
+2,863
| New | +$363K | 0.04% | 357 |
|
|
2021
Q1 | – | Sell |
-2,065
| Closed | -$224K | – | 662 |
|
|
2020
Q4 | $224K | Sell |
2,065
-325
| -14% | -$33.2K | 0.02% | 534 |
|
|
2020
Q3 | $218K | Sell |
2,390
-172
| -7% | -$15.9K | 0.02% | 499 |
|
|
2020
Q2 | $227K | Buy |
+2,562
| New | +$219K | 0.02% | 510 |
|
|
2020
Q1 | – | Sell |
-3,286
| Closed | -$330K | – | 587 |
|
|
2019
Q4 | $330K | Buy |
3,286
+367
| +13% | +$38K | 0.01% | 449 |
|
|
2019
Q3 | $331K | Sell |
2,919
-39
| -1% | -$4.46K | 0.03% | 385 |
|
|
2019
Q2 | $327K | Sell |
2,958
-315
| -10% | -$32.7K | 0.03% | 404 |
|
|
2019
Q1 | $327K | Sell |
3,273
-1,179
| -26% | -$112K | 0.04% | 396 |
|
|
2018
Q4 | $409K | Buy |
4,452
+288
| +7% | +$25.7K | 0.05% | 338 |
|
|
2018
Q3 | $379K | Buy |
4,164
+302
| +8% | +$25.2K | 0.04% | 406 |
|
|
2018
Q2 | $302K | Sell |
3,862
-260
| -6% | -$21.7K | 0.02% | 478 |
|
|
2018
Q1 | $351K | Buy |
4,122
+2
| +0% | +$164 | 0.03% | 411 |
|
|
2017
Q4 | $336K | Sell |
4,120
-822
| -17% | -$65K | 0.03% | 428 |
|
|
2017
Q3 | $364K | Sell |
4,942
-295
| -6% | -$22.2K | 0.03% | 381 |
|
|
2017
Q2 | $334K | Hold |
5,237
| – | – | 0.05% | 344 |
|
|
2017
Q1 | $334K | Sell |
5,237
-644
| -11% | -$41.9K | 0.03% | 389 |
|
|
2016
Q4 | $372K | Buy |
+5,881
| New | +$369K | 0.05% | 331 |
|
Other funds holding YUM
VCM
VPM