Northwest & Ethical Investments’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 | $8.89M | Sell |
59,982
-15,920
| -21% | -$2.36M | 0.22% | 129 |
|
|
2025
Q1 | $11.9M | Sell |
75,902
-12,726
| -14% | -$2M | 0.32% | 97 |
|
|
2024
Q4 | $11.9M | Sell |
88,628
-6,182
| -7% | -$829K | 0.32% | 103 |
|
|
2024
Q3 | $13.2M | Buy |
94,810
+10,363
| +12% | +$1.45M | 0.35% | 98 |
|
|
2024
Q2 | $11.2M | Sell |
84,447
-157
| -0.2% | -$20.8K | 0.32% | 105 |
|
|
2024
Q1 | $11.7M | Buy |
84,604
+26,106
| +45% | +$3.62M | 0.34% | 100 |
|
|
2023
Q4 | $7.64M | Buy |
+58,498
| New | +$7.64M | 0.23% | 135 |
|
|
2020
Q3 | – | Sell |
-6,567
| Closed | -$571K | – | 422 |
|
|
2020
Q2 | $571K | Sell |
6,567
-10,296
| -61% | -$895K | 0.03% | 338 |
|
|
2020
Q1 | $1.16M | Sell |
16,863
-16,337
| -49% | -$1.12M | 0.07% | 275 |
|
|
2019
Q4 | $3.34M | Buy |
+33,200
| New | +$3.34M | 0.15% | 182 |
|
|
2019
Q3 | – | Sell |
-28,190
| Closed | -$3.12M | – | 387 |
|
|
2019
Q2 | $3.12M | Sell |
28,190
-155
| -0.5% | -$17.2K | 0.16% | 185 |
|
|
2019
Q1 | $2.83M | Buy |
28,345
+7,345
| +35% | +$733K | 0.15% | 195 |
|
|
2018
Q4 | $1.93M | Buy |
21,000
+6,000
| +40% | +$552K | 0.11% | 234 |
|
|
2018
Q3 | $1.36M | Hold |
15,000
| – | – | 0.09% | 267 |
|
|
2018
Q2 | $1.17M | Buy |
+15,000
| New | +$1.17M | 0.08% | 265 |
|
|
2016
Q3 | – | Sell |
-101,849
| Closed | -$6.07M | – | 356 |
|
|
2016
Q2 | $6.07M | Sell |
101,849
-100,444
| -50% | -$5.99M | 0.46% | 58 |
|
|
2016
Q1 | $11.9M | Hold |
202,293
| – | – | 0.8% | 38 |
|
|
2015
Q4 | $10.6M | Buy |
202,293
+44,679
| +28% | +$2.35M | 0.77% | 41 |
|
|
2015
Q3 | $9.06M | Buy |
157,614
+3,032
| +2% | +$174K | 0.7% | 38 |
|
|
2015
Q2 | $10M | Sell |
154,582
-49,297
| -24% | -$3.19M | 0.66% | 40 |
|
|
2015
Q1 | $11.5M | Hold |
203,879
| – | – | 0.81% | 26 |
|
|
2014
Q4 | $10.7M | Buy |
203,879
+76,185
| +60% | +$3.99M | 0.72% | 32 |
|
|
2014
Q3 | $6.61M | Buy |
127,694
+9,167
| +8% | +$474K | 0.44% | 57 |
|
|
2014
Q2 | $6.92M | Hold |
118,527
| – | – | 0.43% | 55 |
|
|
2014
Q1 | $6.42M | Hold |
118,527
| – | – | 0.42% | 58 |
|
|
2013
Q4 | $6.44M | Buy |
118,527
+13,479
| +13% | +$733K | 0.43% | 63 |
|
|
2013
Q3 | $5.39M | Buy |
105,048
+31,854
| +44% | +$1.63M | 0.39% | 70 |
|
|
2013
Q2 | $3.65M | Buy |
+73,194
| New | +$3.65M | 0.29% | 83 |
|