Montag & Associates’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Hold |
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|
2025
Q1 | $770K | Hold |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $661K | Hold |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $670K | Hold |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $486K | Hold |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $319K | Sell |
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|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $276K | Buy |
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|
2017
Q4 | $238K | Hold |
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|
2017
Q3 | $215K | Hold |
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|
2017
Q2 | $215K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $228K | Sell |
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|
2015
Q3 | $265K | Hold |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $275K | Buy |
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|
2014
Q4 | $235K | Hold |
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|
2014
Q3 | $232K | Sell |
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|
2014
Q2 | $294K | Hold |
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|
2014
Q1 | $273K | Hold |
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|
2013
Q4 | $274K | Hold |
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|
2013
Q3 | $258K | Sell |
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|
2013
Q2 | $326K | Buy |
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