Morningstar Investment Services’s Yum! Brands YUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,651
Closed -$511K 405
2024
Q3
$511K Sell
3,651
-264
-7% -$37K 0.01% 270
2024
Q2
$519K Buy
3,915
+67
+2% +$8.88K 0.01% 245
2024
Q1
$528K Sell
3,848
-306
-7% -$42K 0.01% 223
2023
Q4
$542K Buy
4,154
+2,316
+126% +$302K ﹤0.01% 282
2023
Q3
$228K Sell
1,838
-140
-7% -$17.4K ﹤0.01% 264
2023
Q2
$271K Buy
1,978
+290
+17% +$39.7K ﹤0.01% 227
2023
Q1
$218K Sell
1,688
-1,237
-42% -$160K ﹤0.01% 222
2022
Q4
$373K Buy
2,925
+114
+4% +$14.5K 0.01% 190
2022
Q3
$320K Buy
2,811
+129
+5% +$14.7K ﹤0.01% 187
2022
Q2
$305K Buy
2,682
+222
+9% +$25.2K ﹤0.01% 195
2022
Q1
$299K Buy
2,460
+156
+7% +$19K ﹤0.01% 211
2021
Q4
$320K Buy
+2,304
New +$320K ﹤0.01% 205
2016
Q2
Sell
-3,585
Closed -$211K 232
2016
Q1
$211K Sell
3,585
-21,683
-86% -$1.28M 0.01% 205
2015
Q4
$1.33M Sell
25,268
-1,656
-6% -$87K 0.05% 151
2015
Q3
$1.55M Sell
26,924
-3,017
-10% -$173K 0.07% 151
2015
Q2
$1.94M Sell
29,941
-1,693
-5% -$110K 0.08% 145
2015
Q1
$1.79M Buy
31,634
+4,158
+15% +$235K 0.08% 138
2014
Q4
$1.44M Buy
27,476
+9,485
+53% +$497K 0.07% 143
2014
Q3
$931K Buy
+17,991
New +$931K 0.05% 154