Oxler Private Wealth’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 | $316K | Buy |
2,033
+8
| +0.4% | +$1.27K | 0.1% | 73 |
|
|
2025
Q4 | $306K | Sell |
2,025
-153
| -7% | -$22.7K | 0.09% | 75 |
|
|
2025
Q3 | $331K | Buy |
2,178
+9
| +0.4% | +$1.32K | 0.1% | 72 |
|
|
2025
Q2 | $321K | Sell |
2,169
-205
| -9% | -$29.9K | 0.1% | 72 |
|
|
2025
Q1 | $374K | Buy |
2,374
+10
| +0.4% | +$1.44K | 0.13% | 68 |
|
|
2024
Q4 | $317K | Sell |
2,364
-90
| -4% | -$12.2K | 0.1% | 73 |
|
|
2024
Q3 | $343K | Buy |
2,454
+11
| +0.5% | +$1.46K | 0.12% | 72 |
|
|
2024
Q2 | $324K | Buy |
2,443
+11
| +0.5% | +$1.51K | 0.12% | 69 |
|
|
2024
Q1 | $337K | Buy |
2,432
+11
| +0.5% | +$1.47K | 0.13% | 68 |
|
|
2023
Q4 | $316K | Sell |
2,421
-4,134
| -63% | -$516K | 0.26% | 54 |
|
|
2023
Q3 | $820K | Buy |
6,555
+23
| +0.4% | +$3.03K | 0.41% | 49 |
|
|
2023
Q2 | $905K | Buy |
6,532
+30
| +0.5% | +$4.07K | 0.43% | 49 |
|
|
2023
Q1 | $859K | Buy |
6,502
+29
| +0.4% | +$3.73K | 0.42% | 53 |
|
|
2022
Q4 | $829K | Buy |
6,473
+33
| +0.5% | +$4K | 0.45% | 54 |
|
|
2022
Q3 | $685K | Buy |
6,440
+27
| +0.4% | +$3.13K | 0.38% | 61 |
|
|
2022
Q2 | $728K | Buy |
6,413
+30
| +0.5% | +$3.49K | 0.35% | 65 |
|
|
2022
Q1 | $756K | Buy |
6,383
+30
| +0.5% | +$3.7K | 0.34% | 71 |
|
|
2021
Q4 | $882K | Buy |
6,353
+23
| +0.4% | +$2.94K | 0.37% | 69 |
|
|
2021
Q3 | $774K | Hold |
6,330
| – | – | 0.34% | 80 |
|
|
2021
Q2 | $728K | Hold |
6,330
| – | – | 0.32% | 85 |
|
|
2021
Q1 | $684K | Hold |
6,330
| – | – | 0.35% | 76 |
|
|
2020
Q4 | $687K | Buy |
+6,330
| New | +$646K | 0.39% | 60 |
|
Other funds holding YUM
VCM
VPM
