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