Naples Global 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 | $502K | Hold |
3,391
| – | – | 0.04% | 303 |
|
|
2025
Q1 | $534K | Hold |
3,391
| – | – | 0.05% | 284 |
|
|
2024
Q4 | $455K | Hold |
3,391
| – | – | 0.04% | 305 |
|
|
2024
Q3 | $474K | Buy |
3,391
+30
| +0.9% | +$4.19K | 0.04% | 299 |
|
|
2024
Q2 | $445K | Sell |
3,361
-103
| -3% | -$13.6K | 0.04% | 294 |
|
|
2024
Q1 | $480K | Hold |
3,464
| – | – | 0.05% | 293 |
|
|
2023
Q4 | $453K | Hold |
3,464
| – | – | 0.05% | 292 |
|
|
2023
Q3 | $433K | Buy |
3,464
+400
| +13% | +$50K | 0.05% | 291 |
|
|
2023
Q2 | $425K | Buy |
3,064
+31
| +1% | +$4.3K | 0.05% | 298 |
|
|
2023
Q1 | $401K | Hold |
3,033
| – | – | 0.05% | 303 |
|
|
2022
Q4 | $388K | Hold |
3,033
| – | – | 0.05% | 303 |
|
|
2022
Q3 | $323K | Buy |
3,033
+403
| +15% | +$42.9K | 0.04% | 308 |
|
|
2022
Q2 | $299K | Sell |
2,630
-526
| -17% | -$59.8K | 0.04% | 321 |
|
|
2022
Q1 | $374K | Sell |
3,156
-500
| -14% | -$59.3K | 0.04% | 313 |
|
|
2021
Q4 | $508K | Hold |
3,656
| – | – | 0.06% | 282 |
|
|
2021
Q3 | $447K | Hold |
3,656
| – | – | 0.06% | 289 |
|
|
2021
Q2 | $421K | Hold |
3,656
| – | – | 0.06% | 287 |
|
|
2021
Q1 | $396K | Buy |
+3,656
| New | +$396K | 0.06% | 283 |
|
|
2015
Q3 | – | Sell |
-3,401
| Closed | -$220K | – | 235 |
|
|
2015
Q2 | $220K | Sell |
3,401
-981
| -22% | -$63.5K | 0.11% | 226 |
|
|
2015
Q1 | $248K | Buy |
4,382
+283
| +7% | +$16K | 0.12% | 224 |
|
|
2014
Q4 | $215K | Buy |
+4,099
| New | +$215K | 0.11% | 212 |
|
|
2014
Q3 | – | Sell |
-3,832
| Closed | -$224K | – | 225 |
|
|
2014
Q2 | $224K | Sell |
3,832
-209
| -5% | -$12.2K | 0.13% | 218 |
|
|
2014
Q1 | $219K | Buy |
4,041
+70
| +2% | +$3.79K | 0.13% | 239 |
|
|
2013
Q4 | $216K | Buy |
+3,971
| New | +$216K | 0.14% | 229 |
|