Pettee Investors’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 | Hold |
2,522
| – | – | 0.22% | 85 |
|
2025
Q1 | $397K | Sell |
2,522
-623
| -20% | -$98K | 0.24% | 83 |
|
2024
Q4 | $422K | Hold |
3,145
| – | – | 0.21% | 91 |
|
2024
Q3 | $439K | Hold |
3,145
| – | – | 0.21% | 91 |
|
2024
Q2 | $417K | Hold |
3,145
| – | – | 0.2% | 92 |
|
2024
Q1 | $436K | Hold |
3,145
| – | – | 0.18% | 93 |
|
2023
Q4 | $411K | Hold |
3,145
| – | – | 0.18% | 93 |
|
2023
Q3 | $393K | Hold |
3,145
| – | – | 0.19% | 95 |
|
2023
Q2 | $436K | Hold |
3,145
| – | – | 0.2% | 93 |
|
2023
Q1 | $415K | Hold |
3,145
| – | – | 0.2% | 93 |
|
2022
Q4 | $403K | Hold |
3,145
| – | – | 0.2% | 94 |
|
2022
Q3 | $334K | Hold |
3,145
| – | – | 0.18% | 98 |
|
2022
Q2 | $357K | Hold |
3,145
| – | – | 0.18% | 98 |
|
2022
Q1 | $373K | Hold |
3,145
| – | – | 0.16% | 100 |
|
2021
Q4 | $437K | Hold |
3,145
| – | – | 0.18% | 99 |
|
2021
Q3 | $385K | Hold |
3,145
| – | – | 0.18% | 99 |
|
2021
Q2 | $362K | Sell |
3,145
-392
| -11% | -$45.1K | 0.17% | 103 |
|
2021
Q1 | $383K | Hold |
3,537
| – | – | 0.18% | 98 |
|
2020
Q4 | $384K | Hold |
3,537
| – | – | 0.2% | 94 |
|
2020
Q3 | $323K | Hold |
3,537
| – | – | 0.19% | 101 |
|
2020
Q2 | $307K | Hold |
3,537
| – | – | 0.19% | 98 |
|
2020
Q1 | $242K | Hold |
3,537
| – | – | 0.17% | 99 |
|
2019
Q4 | $356K | Hold |
3,537
| – | – | 0.2% | 100 |
|
2019
Q3 | $401K | Hold |
3,537
| – | – | 0.25% | 94 |
|
2019
Q2 | $391K | Hold |
3,537
| – | – | 0.25% | 95 |
|
2019
Q1 | $353K | Hold |
3,537
| – | – | 0.22% | 98 |
|
2018
Q4 | $325K | Sell |
3,537
-623
| -15% | -$57.2K | 0.23% | 96 |
|
2018
Q3 | $378K | Hold |
4,160
| – | – | 0.22% | 99 |
|
2018
Q2 | $325K | Hold |
4,160
| – | – | 0.2% | 101 |
|
2018
Q1 | $354K | Hold |
4,160
| – | – | 0.22% | 101 |
|
2017
Q4 | $339K | Hold |
4,160
| – | – | 0.21% | 105 |
|
2017
Q3 | $306K | Hold |
4,160
| – | – | 0.2% | 104 |
|
2017
Q2 | $307K | Hold |
4,160
| – | – | 0.27% | 53 |
|
2017
Q1 | $266K | Hold |
4,160
| – | – | 0.24% | 53 |
|
2016
Q4 | $263K | Sell |
4,160
-1,627
| -28% | -$103K | 0.25% | 55 |
|
2016
Q3 | $378K | Hold |
5,787
| – | – | 0.37% | 47 |
|
2016
Q2 | $345K | Hold |
5,787
| – | – | 0.33% | 49 |
|
2016
Q1 | $340K | Hold |
5,787
| – | – | 0.35% | 46 |
|
2015
Q4 | $304K | Hold |
5,787
| – | – | 0.29% | 48 |
|
2015
Q3 | $333K | Hold |
5,787
| – | – | 0.35% | 45 |
|
2015
Q2 | $375K | Hold |
5,787
| – | – | 0.36% | 43 |
|
2015
Q1 | $327K | Hold |
5,787
| – | – | 0.32% | 47 |
|
2014
Q4 | $303K | Hold |
5,787
| – | – | 0.29% | 49 |
|
2014
Q3 | $299K | Hold |
5,787
| – | – | 0.29% | 48 |
|
2014
Q2 | $338K | Hold |
5,787
| – | – | 0.31% | 47 |
|
2014
Q1 | $314K | Hold |
5,787
| – | – | 0.3% | 47 |
|
2013
Q4 | $315K | Buy |
+5,787
| New | +$315K | 0.3% | 46 |
|