Mogy Joel R Investment Counsel’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 | $1.43M | Hold |
9,680
| – | – | 0.08% | 56 |
|
2025
Q1 | $1.52M | Hold |
9,680
| – | – | 0.1% | 56 |
|
2024
Q4 | $1.3M | Hold |
9,680
| – | – | 0.08% | 61 |
|
2024
Q3 | $1.35M | Hold |
9,680
| – | – | 0.08% | 60 |
|
2024
Q2 | $1.28M | Hold |
9,680
| – | – | 0.08% | 60 |
|
2024
Q1 | $1.34M | Hold |
9,680
| – | – | 0.09% | 58 |
|
2023
Q4 | $1.26M | Hold |
9,680
| – | – | 0.1% | 59 |
|
2023
Q3 | $1.21M | Hold |
9,680
| – | – | 0.1% | 62 |
|
2023
Q2 | $1.34M | Hold |
9,680
| – | – | 0.11% | 66 |
|
2023
Q1 | $1.28M | Sell |
9,680
-10
| -0.1% | -$1.32K | 0.11% | 67 |
|
2022
Q4 | $1.24M | Buy |
9,690
+10
| +0.1% | +$1.28K | 0.12% | 63 |
|
2022
Q3 | $1.03M | Hold |
9,680
| – | – | 0.11% | 69 |
|
2022
Q2 | $1.1M | Hold |
9,680
| – | – | 0.11% | 70 |
|
2022
Q1 | $1.15M | Hold |
9,680
| – | – | 0.09% | 76 |
|
2021
Q4 | $1.34M | Hold |
9,680
| – | – | 0.1% | 72 |
|
2021
Q3 | $1.18M | Hold |
9,680
| – | – | 0.1% | 72 |
|
2021
Q2 | $1.11M | Hold |
9,680
| – | – | 0.09% | 77 |
|
2021
Q1 | $1.05M | Hold |
9,680
| – | – | 0.1% | 75 |
|
2020
Q4 | $1.05M | Hold |
9,680
| – | – | 0.1% | 74 |
|
2020
Q3 | $884K | Hold |
9,680
| – | – | 0.1% | 74 |
|
2020
Q2 | $841K | Hold |
9,680
| – | – | 0.1% | 73 |
|
2020
Q1 | $663K | Hold |
9,680
| – | – | 0.09% | 78 |
|
2019
Q4 | $975K | Hold |
9,680
| – | – | 0.12% | 78 |
|
2019
Q3 | $1.1M | Hold |
9,680
| – | – | 0.14% | 80 |
|
2019
Q2 | $1.07M | Hold |
9,680
| – | – | 0.14% | 77 |
|
2019
Q1 | $966K | Hold |
9,680
| – | – | 0.13% | 76 |
|
2018
Q4 | $890K | Hold |
9,680
| – | – | 0.14% | 74 |
|
2018
Q3 | $880K | Sell |
9,680
-40
| -0.4% | -$3.64K | 0.12% | 79 |
|
2018
Q2 | $760K | Buy |
9,720
+40
| +0.4% | +$3.13K | 0.11% | 80 |
|
2018
Q1 | $824K | Hold |
9,680
| – | – | 0.13% | 80 |
|
2017
Q4 | $790K | Hold |
9,680
| – | – | 0.12% | 84 |
|
2017
Q3 | $713K | Hold |
9,680
| – | – | 0.12% | 90 |
|
2017
Q2 | $714K | Hold |
9,680
| – | – | 0.12% | 89 |
|
2017
Q1 | $619K | Hold |
9,680
| – | – | 0.11% | 88 |
|
2016
Q4 | $613K | Sell |
9,680
-3,785
| -28% | -$240K | 0.11% | 91 |
|
2016
Q3 | $879K | Hold |
13,465
| – | – | 0.16% | 79 |
|
2016
Q2 | $803K | Hold |
13,465
| – | – | 0.15% | 86 |
|
2016
Q1 | $792K | Buy |
13,465
+12,119
| +900% | +$713K | 0.15% | 84 |
|
2015
Q4 | $707 | Sell |
1,346
-12,119
| -90% | -$6.37K | 0.13% | 87 |
|
2015
Q3 | $774K | Hold |
13,465
| – | – | 0.15% | 85 |
|
2015
Q2 | $872K | Hold |
13,465
| – | – | 0.17% | 84 |
|
2015
Q1 | $762K | Hold |
13,465
| – | – | 0.14% | 91 |
|
2014
Q4 | $705K | Hold |
13,465
| – | – | 0.13% | 91 |
|
2014
Q3 | $697K | Hold |
13,465
| – | – | 0.14% | 90 |
|
2014
Q2 | $786K | Hold |
13,465
| – | – | 0.16% | 89 |
|
2014
Q1 | $730K | Hold |
13,465
| – | – | 0.15% | 88 |
|
2013
Q4 | $732K | Hold |
13,465
| – | – | 0.15% | 86 |
|
2013
Q3 | $691K | Hold |
13,465
| – | – | 0.16% | 88 |
|
2013
Q2 | $671K | Buy |
+13,465
| New | +$671K | 0.16% | 87 |
|