Moody Lynn & Lieberson’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 | $920K | Sell |
5,915
-11
| -0.2% | -$1.74K | 0.05% | 120 |
|
|
2025
Q4 | $896K | Buy |
5,926
+1
| +0% | +$148 | 0.05% | 127 |
|
|
2025
Q3 | $901K | Sell |
5,925
-675
| -10% | -$99.4K | 0.05% | 124 |
|
|
2025
Q2 | $978K | Buy |
6,600
+23
| +0.3% | +$3.36K | 0.06% | 122 |
|
|
2025
Q1 | $1.03M | Sell |
6,577
-183
| -3% | -$26.4K | 0.07% | 115 |
|
|
2024
Q4 | $907K | Hold |
6,760
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $944K | Sell |
6,760
-90
| -1% | -$12K | 0.06% | 134 |
|
|
2024
Q2 | $907K | Hold |
6,850
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $950K | Hold |
6,850
| – | – | 0.06% | 119 |
|
|
2023
Q4 | $895K | Hold |
6,850
| – | – | 0.07% | 122 |
|
|
2023
Q3 | $856K | Sell |
6,850
-40
| -0.6% | -$5.26K | 0.07% | 112 |
|
|
2023
Q2 | $955K | Sell |
6,890
-15
| -0.2% | -$2.03K | 0.08% | 110 |
|
|
2023
Q1 | $912K | Sell |
6,905
-15
| -0.2% | -$1.93K | 0.08% | 114 |
|
|
2022
Q4 | $886K | Hold |
6,920
| – | – | 0.08% | 114 |
|
|
2022
Q3 | $736K | Hold |
6,920
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $785K | Hold |
6,920
| – | – | 0.07% | 117 |
|
|
2022
Q1 | $820K | Buy |
6,920
+724
| +12% | +$89.2K | 0.06% | 124 |
|
|
2021
Q4 | $860K | Hold |
6,196
| – | – | 0.06% | 131 |
|
|
2021
Q3 | $758K | Hold |
6,196
| – | – | 0.06% | 137 |
|
|
2021
Q2 | $713K | Hold |
6,196
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $670K | Buy |
6,196
+211
| +4% | +$22.3K | 0.06% | 136 |
|
|
2020
Q4 | $650K | Hold |
5,985
| – | – | 0.06% | 133 |
|
|
2020
Q3 | $546K | Hold |
5,985
| – | – | 0.05% | 126 |
|
|
2020
Q2 | $520K | Hold |
5,985
| – | – | 0.06% | 121 |
|
|
2020
Q1 | $410 | Buy |
5,985
+430
| +8% | +$40.1K | 0.06% | 118 |
|
|
2019
Q4 | $560K | Sell |
5,555
-285
| -5% | -$29.5K | 0.05% | 150 |
|
|
2019
Q3 | $662K | Hold |
5,840
| – | – | 0.07% | 118 |
|
|
2019
Q2 | $646K | Hold |
5,840
| – | – | 0.07% | 129 |
|
|
2019
Q1 | $583K | Hold |
5,840
| – | – | 0.07% | 130 |
|
|
2018
Q4 | $537K | Hold |
5,840
| – | – | 0.07% | 127 |
|
|
2018
Q3 | $531K | Hold |
5,840
| – | – | 0.06% | 150 |
|
|
2018
Q2 | $457K | Hold |
5,840
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $497K | Sell |
5,840
-100
| -2% | -$8.2K | 0.06% | 151 |
|
|
2017
Q4 | $502K | Hold |
5,940
| – | – | 0.05% | 164 |
|
|
2017
Q3 | $437K | Buy |
5,940
+100
| +2% | +$7.52K | 0.05% | 170 |
|
|
2017
Q2 | $431K | Hold |
5,840
| – | – | 0.06% | 169 |
|
|
2017
Q1 | $373K | Buy |
+5,840
| New | +$380K | 0.05% | 145 |
|
|
2016
Q4 | – | Sell |
-3,116
| Closed | -$203K | – | 187 |
|
|
2016
Q3 | $203K | Buy |
+3,116
| New | +$199K | 0.03% | 160 |
|
|
2015
Q3 | – | Sell |
-3,116
| Closed | -$202K | – | 201 |
|
|
2015
Q2 | $202K | Buy |
+3,116
| New | +$197K | 0.03% | 180 |
|
|
2014
Q3 | – | Sell |
-3,735
| Closed | -$218K | – | 215 |
|
|
2014
Q2 | $218K | Buy |
+3,735
| New | +$208K | 0.03% | 186 |
|
Other funds holding YUM
VCM
VPM
