Pinnacle Wealth Planning Services’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 | $395K | Buy |
2,543
+17
| +0.7% | +$2.69K | 0.04% | 262 |
|
|
2025
Q4 | $382K | Buy |
2,526
+22
| +0.9% | +$3.26K | 0.04% | 261 |
|
|
2025
Q3 | $381K | Sell |
2,504
-4
| -0.2% | -$589 | 0.04% | 269 |
|
|
2025
Q2 | $372K | Sell |
2,508
-19
| -0.8% | -$2.77K | 0.05% | 249 |
|
|
2025
Q1 | $398K | Sell |
2,527
-15
| -0.6% | -$2.16K | 0.06% | 201 |
|
|
2024
Q4 | $341K | Sell |
2,542
-197
| -7% | -$26.6K | 0.05% | 222 |
|
|
2024
Q3 | $383K | Sell |
2,739
-8
| -0.3% | -$1.06K | 0.05% | 241 |
|
|
2024
Q2 | $364K | Sell |
2,747
-1
| -0% | -$138 | 0.05% | 237 |
|
|
2024
Q1 | $381K | Hold |
2,748
| – | – | 0.06% | 238 |
|
|
2023
Q4 | $359K | Hold |
2,748
| – | – | 0.06% | 226 |
|
|
2023
Q3 | $343K | Sell |
2,748
-2
| -0.1% | -$263 | 0.06% | 223 |
|
|
2023
Q2 | $381K | Sell |
2,750
-339
| -11% | -$46K | 0.06% | 212 |
|
|
2023
Q1 | $408K | Hold |
3,089
| – | – | 0.07% | 209 |
|
|
2022
Q4 | $396K | Sell |
3,089
-973
| -24% | -$118K | 0.07% | 202 |
|
|
2022
Q3 | $432K | Buy |
4,062
+1
| +0% | +$116 | 0.08% | 164 |
|
|
2022
Q2 | $461K | Sell |
4,061
-1,526
| -27% | -$177K | 0.08% | 170 |
|
|
2022
Q1 | $662K | Sell |
5,587
-526
| -9% | -$64.8K | 0.12% | 132 |
|
|
2021
Q4 | $849K | Buy |
6,113
+704
| +13% | +$90K | 0.17% | 93 |
|
|
2021
Q3 | $662K | Sell |
5,409
-1
| -0% | -$127 | 0.15% | 108 |
|
|
2021
Q2 | $623K | Buy |
5,410
+13
| +0.2% | +$1.53K | 0.15% | 112 |
|
|
2021
Q1 | $584K | Buy |
5,397
+10
| +0.2% | +$1.06K | 0.15% | 105 |
|
|
2020
Q4 | $585K | Sell |
5,387
-8
| -0.1% | -$817 | 0.14% | 96 |
|
|
2020
Q3 | $493K | Sell |
5,395
-1,243
| -19% | -$115K | 0.16% | 98 |
|
|
2020
Q2 | $577K | Buy |
+6,638
| New | +$567K | 0.19% | 94 |
|
Other funds holding YUM
VCM
VPM