Mount Yale Investment Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
2,524
+158
| +7% | +$23.4K | 0.03% | 408 |
|
|
2025
Q1 | $372K | Buy |
2,366
+281
| +13% | +$44.2K | 0.03% | 385 |
|
|
2024
Q4 | $280K | Sell |
2,085
-360
| -15% | -$48.3K | 0.02% | 460 |
|
|
2024
Q3 | $342K | Sell |
2,445
-200
| -8% | -$27.9K | 0.03% | 398 |
|
|
2024
Q2 | $350K | Sell |
2,645
-917
| -26% | -$121K | 0.03% | 403 |
|
|
2024
Q1 | $494K | Sell |
3,562
-25
| -0.7% | -$3.47K | 0.04% | 349 |
|
|
2023
Q4 | $469K | Sell |
3,587
-72
| -2% | -$9.41K | 0.04% | 327 |
|
|
2023
Q3 | $457K | Sell |
3,659
-180
| -5% | -$22.5K | 0.05% | 317 |
|
|
2023
Q2 | $532K | Sell |
3,839
-77
| -2% | -$10.7K | 0.06% | 297 |
|
|
2023
Q1 | $517K | Sell |
3,916
-415
| -10% | -$54.8K | 0.06% | 292 |
|
|
2022
Q4 | $555K | Buy |
4,331
+207
| +5% | +$26.5K | 0.06% | 262 |
|
|
2022
Q3 | $439K | Sell |
4,124
-804
| -16% | -$85.6K | 0.06% | 283 |
|
|
2022
Q2 | $559K | Buy |
+4,928
| New | +$559K | 0.07% | 269 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$9K | – | 798 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 865 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 876 |
|
|
2018
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 858 |
|