Lido 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 | $2.37M | Sell |
15,228
-6,123
| -29% | -$970K | 0.01% | 664 |
|
|
2025
Q4 | $3.24M | Buy |
21,351
+108
| +0.5% | +$16K | 0.01% | 577 |
|
|
2025
Q3 | $3.23M | Sell |
21,243
-1,090
| -5% | -$160K | 0.01% | 557 |
|
|
2025
Q2 | $3.31M | Sell |
22,333
-2,539
| -10% | -$371K | 0.02% | 464 |
|
|
2025
Q1 | $3.91M | Buy |
24,872
+5,455
| +28% | +$786K | 0.02% | 396 |
|
|
2024
Q4 | $2.61M | Buy |
19,417
+3,313
| +21% | +$448K | 0.02% | 460 |
|
|
2024
Q3 | $2.25M | Buy |
16,104
+4,854
| +43% | +$645K | 0.02% | 445 |
|
|
2024
Q2 | $1.49M | Buy |
11,250
+3,573
| +47% | +$492K | 0.01% | 528 |
|
|
2024
Q1 | $1.06M | Buy |
7,677
+1,059
| +16% | +$141K | 0.01% | 633 |
|
|
2023
Q4 | $865K | Buy |
6,618
+868
| +15% | +$108K | 0.01% | 666 |
|
|
2023
Q3 | $718K | Buy |
5,750
+252
| +5% | +$33.1K | 0.01% | 642 |
|
|
2023
Q2 | $762K | Buy |
5,498
+879
| +19% | +$119K | 0.01% | 608 |
|
|
2023
Q1 | $610K | Buy |
4,619
+290
| +7% | +$37.3K | 0.01% | 612 |
|
|
2022
Q4 | $555K | Buy |
4,329
+227
| +6% | +$27.5K | 0.01% | 557 |
|
|
2022
Q3 | $436K | Buy |
4,102
+669
| +19% | +$77.7K | 0.01% | 592 |
|
|
2022
Q2 | $389K | Buy |
3,433
+103
| +3% | +$12K | 0.01% | 626 |
|
|
2022
Q1 | $394K | Sell |
3,330
-2,395
| -42% | -$295K | 0.01% | 690 |
|
|
2021
Q4 | $794K | Sell |
5,725
-5
| -0.1% | -$639 | 0.02% | 472 |
|
|
2021
Q3 | $700K | Buy |
5,730
+104
| +2% | +$13.2K | 0.02% | 482 |
|
|
2021
Q2 | $647K | Sell |
5,626
-1,060
| -16% | -$125K | 0.02% | 476 |
|
|
2021
Q1 | $723K | Buy |
6,686
+1,979
| +42% | +$209K | 0.02% | 411 |
|
|
2020
Q4 | $511K | Buy |
4,707
+48
| +1% | +$4.9K | 0.02% | 473 |
|
|
2020
Q3 | $425K | Buy |
4,659
+20
| +0.4% | +$1.84K | 0.02% | 409 |
|
|
2020
Q2 | $403K | Buy |
+4,639
| New | +$396K | 0.02% | 386 |
|
|
2020
Q1 | – | Sell |
-2,819
| Closed | -$284K | – | 695 |
|
|
2019
Q4 | $284K | Buy |
2,819
+547
| +24% | +$56.7K | 0.02% | 519 |
|
|
2019
Q3 | $258K | Buy |
+2,272
| New | +$260K | 0.02% | 484 |
|
Other funds holding YUM
VCM
VPM
