Moneta Group Investment Advisors’s Yum! Brands YUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$723K	Buy	4,649 +58	+1%	+$9.19K	0.01%	425
2025 Q4	$694K	Sell	4,591 -19	-0.4%	-$2.81K	0.01%	430
2025 Q3	$701K	Sell	4,610 -33	-0.7%	-$4.86K	0.01%	419
2025 Q2	$688K	Buy	4,643 +50	+1%	+$7.3K	0.01%	373
2025 Q1	$723K	Sell	4,593 -139	-3%	-$20K	0.01%	336
2024 Q4	$635K	Buy	4,732 +867	+22%	+$117K	0.01%	354
2024 Q3	$540K	Buy	3,865 +482	+14%	+$64.1K	0.01%	389
2024 Q2	$448K	Sell	3,383 -392	-10%	-$54K	0.01%	410
2024 Q1	$523K	Buy	3,775 +1,208	+47%	+$161K	0.01%	370
2023 Q4	$335K	Buy	2,567 +78	+3%	+$9.73K	0.01%	421
2023 Q3	$311K	Buy	2,489 +12	+0.5%	+$1.58K	0.01%	398
2023 Q2	$343K	Buy	2,477 +892	+56%	+$121K	0.01%	405
2023 Q1	$209K	Buy	1,585 +29	+2%	+$3.73K	0.01%	492
2022 Q4	$203K	Sell	1,556 -607	-28%	-$73.5K	0.01%	435
2022 Q3	$230K	Sell	2,163 -1,123	-34%	-$130K	0.01%	392
2022 Q2	$373K	Buy	+3,286	New	+$382K	0.01%	346
2022 Q1	–	Sell	-1,455	Closed	-$202K	–	501
2021 Q4	$202K	Buy	+1,455	New	+$186K	0.01%	458
2018 Q4	–	Sell	-4,754	Closed	-$432K	–	261
2018 Q3	$432K	Sell	4,754 -8,486	-64%	-$708K	0.04%	152
2018 Q2	$1.04M	Buy	13,240 +6,099	+85%	+$509K	0.12%	107
2018 Q1	$608K	Sell	7,141 -392	-5%	-$32.1K	0.08%	110
2017 Q4	$615K	Hold	7,533	–	–	0.09%	106
2017 Q3	$555K	Buy	7,533 +2,365	+46%	+$178K	0.09%	107
2017 Q2	$381K	Hold	5,168	–	–	0.06%	143
2017 Q1	$330K	Sell	5,168 -243	-4%	-$15.8K	0.07%	113
2016 Q4	$343K	Sell	5,411 -1,778	-25%	-$112K	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	+$455K	0.14%	79