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 |
|