LVM Capital Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
5,787
+3,345
| +137% | +$496K | 0.09% | 82 |
|
|
2025
Q1 | $384K | Hold |
2,442
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $328K | Hold |
2,442
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $323K | Hold |
2,442
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $323K | Buy |
2,442
+200
| +9% | +$26.5K | 0.04% | 124 |
|
|
2024
Q1 | $311K | Hold |
2,242
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $293K | Hold |
2,242
| – | – | 0.04% | 127 |
|
|
2023
Q3 | $280K | Hold |
2,242
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $311K | Sell |
2,242
-296
| -12% | -$41.1K | 0.04% | 115 |
|
|
2023
Q1 | $335K | Hold |
2,538
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $325K | Buy |
2,538
+296
| +13% | +$37.9K | 0.05% | 107 |
|
|
2022
Q3 | $238K | Buy |
2,242
+240
| +12% | +$25.5K | 0.04% | 118 |
|
|
2022
Q2 | $227K | Hold |
2,002
| – | – | 0.03% | 122 |
|
|
2022
Q1 | $237K | Hold |
2,002
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $278K | Hold |
2,002
| – | – | 0.04% | 110 |
|
|
2021
Q3 | $245K | Hold |
2,002
| – | – | 0.04% | 114 |
|
|
2021
Q2 | $230K | Hold |
2,002
| – | – | 0.04% | 117 |
|
|
2021
Q1 | $217K | Hold |
2,002
| – | – | 0.04% | 118 |
|
|
2020
Q4 | $217K | Buy |
+2,002
| New | +$217K | 0.04% | 116 |
|
|
2020
Q1 | – | Sell |
-2,002
| Closed | -$202K | – | 118 |
|
|
2019
Q4 | $202K | Hold |
2,002
| – | – | 0.04% | 113 |
|
|
2019
Q3 | $227K | Hold |
2,002
| – | – | 0.05% | 105 |
|
|
2019
Q2 | $222K | Buy |
+2,002
| New | +$222K | 0.05% | 101 |
|
|
2019
Q1 | – | Sell |
-2,191
| Closed | -$201K | – | 110 |
|
|
2018
Q4 | $201K | Buy |
+2,191
| New | +$201K | 0.05% | 102 |
|
|
2016
Q4 | – | Sell |
-3,547
| Closed | -$207K | – | 131 |
|
|
2016
Q3 | $207K | Buy |
+3,547
| New | +$207K | 0.07% | 102 |
|
|
2014
Q3 | – | Sell |
-3,547
| Closed | -$207K | – | 117 |
|
|
2014
Q2 | $207K | Sell |
3,547
-348
| -9% | -$20.3K | 0.07% | 102 |
|
|
2014
Q1 | $211K | Hold |
3,895
| – | – | 0.07% | 106 |
|
|
2013
Q4 | $212K | Buy |
+3,895
| New | +$212K | 0.08% | 107 |
|
|
2013
Q3 | – | Sell |
-9,459
| Closed | -$472K | – | 119 |
|
|
2013
Q2 | $472K | Buy |
+9,459
| New | +$472K | 0.19% | 66 |
|