LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
2,119
| – | – | ﹤0.01% | 241 |
|
|
2025
Q1 | $310K | Hold |
2,119
| – | – | ﹤0.01% | 239 |
|
|
2024
Q4 | $277K | Hold |
2,119
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $282K | Hold |
2,119
| – | – | ﹤0.01% | 247 |
|
|
2024
Q2 | $273K | Hold |
2,119
| – | – | ﹤0.01% | 244 |
|
|
2024
Q1 | $295K | Hold |
2,119
| – | – | ﹤0.01% | 238 |
|
|
2023
Q4 | $274K | Hold |
2,119
| – | – | ﹤0.01% | 247 |
|
|
2023
Q3 | $263K | Sell |
2,119
-629
| -23% | -$78.2K | ﹤0.01% | 255 |
|
|
2023
Q2 | $381K | Sell |
2,748
-84
| -3% | -$11.6K | ﹤0.01% | 230 |
|
|
2023
Q1 | $374K | Sell |
2,832
-181
| -6% | -$23.9K | ﹤0.01% | 225 |
|
|
2022
Q4 | $386K | Hold |
3,013
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $320K | Sell |
3,013
-264
| -8% | -$28K | ﹤0.01% | 243 |
|
|
2022
Q2 | $372K | Hold |
3,277
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $388K | Buy |
3,277
+629
| +24% | +$74.5K | ﹤0.01% | 232 |
|
|
2021
Q4 | $368K | Sell |
2,648
-27
| -1% | -$3.75K | ﹤0.01% | 240 |
|
|
2021
Q3 | $327K | Hold |
2,675
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $308K | Sell |
2,675
-250
| -9% | -$28.8K | ﹤0.01% | 267 |
|
|
2021
Q1 | $316K | Buy |
2,925
+755
| +35% | +$81.6K | ﹤0.01% | 249 |
|
|
2020
Q4 | $236K | Buy |
2,170
+350
| +19% | +$38.1K | ﹤0.01% | 266 |
|
|
2020
Q3 | $166K | Hold |
1,820
| – | – | ﹤0.01% | 276 |
|
|
2020
Q2 | $158K | Hold |
1,820
| – | – | ﹤0.01% | 266 |
|
|
2020
Q1 | $125K | Sell |
1,820
-5
| -0.3% | -$343 | ﹤0.01% | 280 |
|
|
2019
Q4 | $184K | Hold |
1,825
| – | – | ﹤0.01% | 281 |
|
|
2019
Q3 | $207K | Hold |
1,825
| – | – | ﹤0.01% | 263 |
|
|
2019
Q2 | $202K | Hold |
1,825
| – | – | ﹤0.01% | 265 |
|
|
2019
Q1 | $182K | Sell |
1,825
-8,300
| -82% | -$828K | ﹤0.01% | 265 |
|
|
2018
Q4 | $931K | Buy |
10,125
+8,300
| +455% | +$763K | 0.02% | 152 |
|
|
2018
Q3 | $166K | Hold |
1,825
| – | – | ﹤0.01% | 282 |
|
|
2018
Q2 | $143K | Sell |
1,825
-800
| -30% | -$62.7K | ﹤0.01% | 309 |
|
|
2018
Q1 | $223K | Hold |
2,625
| – | – | ﹤0.01% | 265 |
|
|
2017
Q4 | $214K | Hold |
2,625
| – | – | ﹤0.01% | 279 |
|
|
2017
Q3 | $193K | Buy |
2,625
+5
| +0.2% | +$368 | ﹤0.01% | 285 |
|
|
2017
Q2 | $198K | Sell |
2,620
-200
| -7% | -$15.1K | ﹤0.01% | 273 |
|
|
2017
Q1 | $180K | Buy |
2,820
+250
| +10% | +$16K | ﹤0.01% | 285 |
|
|
2016
Q4 | $163K | Sell |
2,570
-240
| -9% | -$15.2K | ﹤0.01% | 289 |
|
|
2016
Q3 | $255K | Sell |
2,810
-553
| -16% | -$50.2K | 0.01% | 241 |
|
|
2016
Q2 | $279K | Sell |
3,363
-920
| -21% | -$76.3K | 0.01% | 233 |
|
|
2016
Q1 | $351K | Sell |
4,283
-100
| -2% | -$8.2K | 0.01% | 203 |
|
|
2015
Q4 | $320K | Sell |
4,383
-4,717
| -52% | -$344K | 0.01% | 230 |
|
|
2015
Q3 | $820K | Hold |
9,100
| – | – | 0.02% | 164 |
|
|
2015
Q2 | $820K | Sell |
9,100
-220
| -2% | -$19.8K | 0.02% | 164 |
|
|
2015
Q1 | $734K | Sell |
9,320
-300
| -3% | -$23.6K | 0.02% | 175 |
|
|
2014
Q4 | $701K | Sell |
9,620
-3,360
| -26% | -$245K | 0.02% | 166 |
|
|
2014
Q3 | $934K | Buy |
12,980
+736
| +6% | +$53K | 0.03% | 153 |
|
|
2014
Q2 | $994K | Hold |
12,244
| – | – | 0.03% | 150 |
|
|
2014
Q1 | $923K | Sell |
12,244
-590
| -5% | -$44.5K | 0.03% | 154 |
|
|
2013
Q4 | $970K | Buy |
12,834
+145
| +1% | +$11K | 0.03% | 148 |
|
|
2013
Q3 | $906K | Sell |
12,689
-1,135
| -8% | -$81K | 0.03% | 149 |
|
|
2013
Q2 | $959K | Buy |
+13,824
| New | +$959K | 0.03% | 151 |
|