Moneta Group Investment Advisors’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 | $688K | Buy |
4,643
+50
| +1% | +$7.41K | 0.01% | 373 |
|
|
2025
Q1 | $723K | Sell |
4,593
-139
| -3% | -$21.9K | 0.01% | 336 |
|
|
2024
Q4 | $635K | Buy |
4,732
+867
| +22% | +$116K | 0.01% | 354 |
|
|
2024
Q3 | $540K | Buy |
3,865
+482
| +14% | +$67.3K | 0.01% | 389 |
|
|
2024
Q2 | $448K | Sell |
3,383
-392
| -10% | -$51.9K | 0.01% | 410 |
|
|
2024
Q1 | $523K | Buy |
3,775
+1,208
| +47% | +$167K | 0.01% | 370 |
|
|
2023
Q4 | $335K | Buy |
2,567
+78
| +3% | +$10.2K | 0.01% | 421 |
|
|
2023
Q3 | $311K | Buy |
2,489
+12
| +0.5% | +$1.5K | 0.01% | 398 |
|
|
2023
Q2 | $343K | Buy |
2,477
+892
| +56% | +$124K | 0.01% | 405 |
|
|
2023
Q1 | $209K | Buy |
1,585
+29
| +2% | +$3.83K | 0.01% | 492 |
|
|
2022
Q4 | $203K | Sell |
1,556
-607
| -28% | -$79.2K | 0.01% | 435 |
|
|
2022
Q3 | $230K | Sell |
2,163
-1,123
| -34% | -$119K | 0.01% | 392 |
|
|
2022
Q2 | $373K | Buy |
+3,286
| New | +$373K | 0.01% | 346 |
|
|
2022
Q1 | – | Sell |
-1,455
| Closed | -$202K | – | 501 |
|
|
2021
Q4 | $202K | Buy |
+1,455
| New | +$202K | 0.01% | 458 |
|
|
2018
Q4 | – | Sell |
-4,754
| Closed | -$432K | – | 258 |
|
|
2018
Q3 | $432K | Sell |
4,754
-8,486
| -64% | -$771K | 0.04% | 151 |
|
|
2018
Q2 | $1.04M | Buy |
13,240
+6,099
| +85% | +$477K | 0.12% | 107 |
|
|
2018
Q1 | $608K | Sell |
7,141
-392
| -5% | -$33.4K | 0.08% | 107 |
|
|
2017
Q4 | $615K | Hold |
7,533
| – | – | 0.09% | 103 |
|
|
2017
Q3 | $555K | Buy |
7,533
+2,365
| +46% | +$174K | 0.09% | 107 |
|
|
2017
Q2 | $381K | Hold |
5,168
| – | – | 0.06% | 143 |
|
|
2017
Q1 | $330K | Sell |
5,168
-243
| -4% | -$15.5K | 0.07% | 113 |
|
|
2016
Q4 | $343K | Sell |
5,411
-1,778
| -25% | -$113K | 0.07% | 115 |
|
|
2016
Q3 | $469K | Hold |
7,189
| – | – | 0.11% | 83 |
|
|
2016
Q2 | $429K | Hold |
7,189
| – | – | 0.09% | 118 |
|
|
2016
Q1 | $423K | Hold |
7,189
| – | – | 0.09% | 116 |
|
|
2015
Q4 | $378K | Hold |
7,189
| – | – | 0.09% | 95 |
|
|
2015
Q3 | $413K | Hold |
7,189
| – | – | 0.11% | 83 |
|
|
2015
Q2 | $466K | Buy |
+7,189
| New | +$466K | 0.14% | 79 |
|