Plancorp LLC’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 | $736K | Buy |
4,966
+955
| +24% | +$142K | 0.03% | 178 |
|
|
2025
Q1 | $631K | Buy |
4,011
+1,285
| +47% | +$202K | 0.03% | 180 |
|
|
2024
Q4 | $366K | Buy |
2,726
+472
| +21% | +$63.3K | 0.02% | 228 |
|
|
2024
Q3 | $315K | Buy |
2,254
+26
| +1% | +$3.63K | 0.01% | 243 |
|
|
2024
Q2 | $295K | Buy |
2,228
+26
| +1% | +$3.44K | 0.01% | 236 |
|
|
2024
Q1 | $305K | Buy |
2,202
+55
| +3% | +$7.63K | 0.01% | 229 |
|
|
2023
Q4 | $280K | Sell |
2,147
-169
| -7% | -$22.1K | 0.01% | 222 |
|
|
2023
Q3 | $289K | Buy |
2,316
+78
| +3% | +$9.75K | 0.02% | 203 |
|
|
2023
Q2 | $310K | Buy |
2,238
+47
| +2% | +$6.51K | 0.02% | 193 |
|
|
2023
Q1 | $289K | Buy |
2,191
+6
| +0.3% | +$792 | 0.02% | 202 |
|
|
2022
Q4 | $280K | Buy |
2,185
+25
| +1% | +$3.2K | 0.02% | 197 |
|
|
2022
Q3 | $230K | Sell |
2,160
-53
| -2% | -$5.64K | 0.02% | 207 |
|
|
2022
Q2 | $251K | Sell |
2,213
-33
| -1% | -$3.74K | 0.02% | 203 |
|
|
2022
Q1 | $266K | Sell |
2,246
-460
| -17% | -$54.5K | 0.02% | 213 |
|
|
2021
Q4 | $376K | Buy |
2,706
+86
| +3% | +$12K | 0.02% | 172 |
|
|
2021
Q3 | $320K | Buy |
2,620
+13
| +0.5% | +$1.59K | 0.02% | 179 |
|
|
2021
Q2 | $300K | Sell |
2,607
-8
| -0.3% | -$921 | 0.02% | 173 |
|
|
2021
Q1 | $283K | Sell |
2,615
-268
| -9% | -$29K | 0.06% | 166 |
|
|
2020
Q4 | $313K | Buy |
2,883
+308
| +12% | +$33.4K | 0.08% | 153 |
|
|
2020
Q3 | $235K | Buy |
2,575
+24
| +0.9% | +$2.19K | 0.07% | 163 |
|
|
2020
Q2 | $222K | Buy |
+2,551
| New | +$222K | 0.07% | 159 |
|
|
2020
Q1 | – | Sell |
-2,745
| Closed | -$277K | – | 199 |
|
|
2019
Q4 | $277K | Buy |
2,745
+4
| +0.1% | +$404 | 0.08% | 156 |
|
|
2019
Q3 | $311K | Sell |
2,741
-4,405
| -62% | -$500K | 0.12% | 133 |
|
|
2019
Q2 | $743K | Buy |
7,146
+2,738
| +62% | +$285K | 0.29% | 67 |
|
|
2019
Q1 | $440K | Buy |
4,408
+74
| +2% | +$7.39K | 0.17% | 104 |
|
|
2018
Q4 | $398K | Sell |
4,334
-371
| -8% | -$34.1K | 0.18% | 99 |
|
|
2018
Q3 | $428K | Buy |
4,705
+106
| +2% | +$9.64K | 0.17% | 106 |
|
|
2018
Q2 | $360K | Buy |
4,599
+4
| +0.1% | +$313 | 0.14% | 110 |
|
|
2018
Q1 | $392K | Sell |
4,595
-499
| -10% | -$42.6K | 0.13% | 105 |
|
|
2017
Q4 | $414K | Buy |
5,094
+787
| +18% | +$64K | 0.14% | 108 |
|
|
2017
Q3 | $317K | Sell |
4,307
-2,397
| -36% | -$176K | 0.09% | 121 |
|
|
2017
Q2 | $493K | Buy |
6,704
+4
| +0.1% | +$294 | 0.15% | 94 |
|
|
2017
Q1 | $427K | Sell |
6,700
-62
| -0.9% | -$3.95K | 0.12% | 104 |
|
|
2016
Q4 | $427K | Buy |
+6,762
| New | +$427K | 0.12% | 103 |
|
|
2015
Q3 | – | Sell |
-3,338
| Closed | -$216K | – | 97 |
|
|
2015
Q2 | $216K | Sell |
3,338
-672
| -17% | -$43.5K | 0.2% | 70 |
|
|
2015
Q1 | $227K | Buy |
+4,010
| New | +$227K | 0.23% | 83 |
|
|
2014
Q4 | – | Sell |
-9,147
| Closed | -$474K | – | 104 |
|
|
2014
Q3 | $474K | Buy |
+9,147
| New | +$474K | 0.5% | 49 |
|
|
2014
Q2 | – | Sell |
-9,136
| Closed | -$494K | – | 118 |
|
|
2014
Q1 | $494K | Buy |
9,136
+106
| +1% | +$5.73K | 0.34% | 60 |
|
|
2013
Q4 | $491K | Buy |
+9,030
| New | +$491K | 0.43% | 46 |
|