OneDigital Investment Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Sell |
8,036
-1,193
| -13% | -$189K | 0.01% | 611 |
|
|
2025
Q4 | $1.4M | Sell |
9,229
-4,067
| -31% | -$602K | 0.01% | 570 |
|
|
2025
Q3 | $2.02M | Sell |
13,296
-1
| -0% | -$147 | 0.02% | 437 |
|
|
2025
Q2 | $1.97M | Buy |
13,297
+1,237
| +10% | +$181K | 0.02% | 434 |
|
|
2025
Q1 | $1.9M | Sell |
12,060
-1,045
| -8% | -$151K | 0.02% | 421 |
|
|
2024
Q4 | $1.76M | Sell |
13,105
-82
| -0.6% | -$11.1K | 0.02% | 454 |
|
|
2024
Q3 | $1.84M | Sell |
13,187
-2,155
| -14% | -$286K | 0.02% | 460 |
|
|
2024
Q2 | $2.03M | Buy |
15,342
+9,839
| +179% | +$1.35M | 0.03% | 421 |
|
|
2024
Q1 | $763K | Buy |
5,503
+171
| +3% | +$22.8K | 0.01% | 590 |
|
|
2023
Q4 | $697K | Buy |
5,332
+920
| +21% | +$115K | 0.01% | 592 |
|
|
2023
Q3 | $551K | Sell |
4,412
-151
| -3% | -$19.9K | 0.01% | 604 |
|
|
2023
Q2 | $632K | Buy |
4,563
+207
| +5% | +$28.1K | 0.01% | 554 |
|
|
2023
Q1 | $575K | Buy |
4,356
+338
| +8% | +$43.5K | 0.01% | 567 |
|
|
2022
Q4 | $515K | Buy |
4,018
+283
| +8% | +$34.3K | 0.01% | 513 |
|
|
2022
Q3 | $397K | Buy |
3,735
+70
| +2% | +$8.13K | 0.01% | 521 |
|
|
2022
Q2 | $416K | Buy |
3,665
+24
| +0.7% | +$2.79K | 0.02% | 475 |
|
|
2022
Q1 | $432K | Buy |
3,641
+932
| +34% | +$115K | 0.02% | 487 |
|
|
2021
Q4 | $376K | Sell |
2,709
-104
| -4% | -$13.3K | 0.01% | 531 |
|
|
2021
Q3 | $344K | Sell |
2,813
-202
| -7% | -$25.6K | 0.01% | 536 |
|
|
2021
Q2 | $347K | Sell |
3,015
-48
| -2% | -$5.66K | 0.01% | 514 |
|
|
2021
Q1 | $331K | Sell |
3,063
-87
| -3% | -$9.21K | 0.02% | 489 |
|
|
2020
Q4 | $342K | Buy |
3,150
+234
| +8% | +$23.9K | 0.02% | 454 |
|
|
2020
Q3 | $266K | Sell |
2,916
-459
| -14% | -$42.3K | 0.02% | 468 |
|
|
2020
Q2 | $293K | Buy |
3,375
+51
| +2% | +$4.36K | 0.02% | 446 |
|
|
2020
Q1 | $228K | Buy |
3,324
+144
| +5% | +$13.4K | 0.02% | 442 |
|
|
2019
Q4 | $320K | Sell |
3,180
-52
| -2% | -$5.39K | 0.03% | 403 |
|
|
2019
Q3 | $367K | Sell |
3,232
-1,286
| -28% | -$147K | 0.03% | 336 |
|
|
2019
Q2 | $500K | Buy |
4,518
+2,576
| +133% | +$268K | 0.04% | 254 |
|
|
2019
Q1 | $194K | Buy |
1,942
+8
| +0.4% | +$758 | 0.03% | 285 |
|
|
2018
Q4 | $178K | Sell |
1,934
-781
| -29% | -$69.8K | 0.03% | 274 |
|
|
2018
Q3 | $247K | Buy |
2,715
+19
| +0.7% | +$1.58K | 0.06% | 153 |
|
|
2018
Q2 | $212K | Sell |
2,696
-2
| -0.1% | -$167 | 0.04% | 203 |
|
|
2018
Q1 | $229K | Buy |
2,698
+9
| +0.3% | +$738 | 0.05% | 208 |
|
|
2017
Q4 | $220K | Buy |
2,689
+679
| +34% | +$53.7K | 0.03% | 218 |
|
|
2017
Q3 | $148K | Sell |
2,010
-664
| -25% | -$50K | 0.05% | 170 |
|
|
2017
Q2 | $198K | Buy |
+2,674
| New | +$186K | 0.06% | 201 |
|
Other funds holding YUM
VCM
VPM
