Quest Investment Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,425
| Closed | -$1.44M | – | 94 |
|
|
2023
Q2 | $1.44M | Sell |
10,425
-4,354
| -29% | -$590K | 0.2% | 64 |
|
|
2023
Q1 | $1.95M | Sell |
14,779
-14,610
| -50% | -$1.88M | 0.27% | 58 |
|
|
2022
Q4 | $3.76M | Buy |
+29,389
| New | +$3.56M | 0.46% | 59 |
|
|
2021
Q1 | – | Sell |
-31,599
| Closed | -$3.43M | – | 110 |
|
|
2020
Q4 | $3.43M | Sell |
31,599
-5,367
| -15% | -$548K | 0.31% | 66 |
|
|
2020
Q3 | $3.38M | Buy |
36,966
+7,016
| +23% | +$647K | 0.32% | 67 |
|
|
2020
Q2 | $2.6M | Buy |
29,950
+2,032
| +7% | +$174K | 0.29% | 65 |
|
|
2020
Q1 | $1.91M | Sell |
27,918
-129,831
| -82% | -$12.1M | 0.27% | 67 |
|
|
2019
Q4 | $15.9M | Buy |
157,749
+76,948
| +95% | +$7.97M | 1.84% | 27 |
|
|
2019
Q3 | $9.16M | Buy |
80,801
+53,245
| +193% | +$6.08M | 1.15% | 42 |
|
|
2019
Q2 | $3.05M | Buy |
27,556
+1,674
| +6% | +$174K | 0.38% | 57 |
|
|
2019
Q1 | $2.58M | Buy |
25,882
+1,614
| +7% | +$153K | 0.34% | 58 |
|
|
2018
Q4 | $2.23M | Sell |
24,268
-135,200
| -85% | -$12.1M | 0.35% | 61 |
|
|
2018
Q3 | $14.5M | Buy |
+159,468
| New | +$13.3M | 2.03% | 21 |
|
|
2018
Q2 | – | Sell |
-134,362
| Closed | -$11.4M | – | 113 |
|
|
2018
Q1 | $11.4M | Sell |
134,362
-16,675
| -11% | -$1.37M | 1.75% | 26 |
|
|
2017
Q4 | $12.3M | Sell |
151,037
-34,873
| -19% | -$2.76M | 1.82% | 32 |
|
|
2017
Q3 | $13.7M | Sell |
185,910
-582
| -0.3% | -$43.8K | 1.75% | 32 |
|
|
2017
Q2 | $13.8M | Sell |
186,492
-22,543
| -11% | -$1.57M | 1.83% | 20 |
|
|
2017
Q1 | $13.4M | Buy |
209,035
+110,169
| +111% | +$7.17M | 1.84% | 32 |
|
|
2016
Q4 | $6.26M | Sell |
98,866
-415
| -0.4% | -$26.1K | 0.8% | 46 |
|
|
2016
Q3 | $6.48M | Sell |
99,281
-3,672
| -4% | -$234K | 0.85% | 43 |
|
|
2016
Q2 | $6.14M | Sell |
102,953
-6,826
| -6% | -$402K | 0.84% | 44 |
|
|
2016
Q1 | $6.46M | Sell |
109,779
-12,500
| -10% | -$656K | 0.89% | 43 |
|
|
2015
Q4 | $6.42M | Buy |
122,279
+7,324
| +6% | +$383K | 0.87% | 43 |
|
|
2015
Q3 | $6.61M | Buy |
114,955
+15,685
| +16% | +$949K | 0.93% | 47 |
|
|
2015
Q2 | $6.43M | Buy |
99,270
+5,820
| +6% | +$369K | 0.91% | 44 |
|
|
2015
Q1 | $5.29M | Sell |
93,450
-36,129
| -28% | -$1.97M | 0.72% | 62 |
|
|
2014
Q4 | $6.79M | Buy |
129,579
+124,189
| +2,304% | +$6.47M | 0.81% | 57 |
|
|
2014
Q3 | $279K | Sell |
5,390
-696
| -11% | -$37K | 0.03% | 184 |
|
|
2014
Q2 | $355K | Hold |
6,086
| – | – | 0.03% | 168 |
|
|
2014
Q1 | $330K | Hold |
6,086
| – | – | 0.03% | 175 |
|
|
2013
Q4 | $331K | Hold |
6,086
| – | – | 0.03% | 174 |
|
|
2013
Q3 | $312K | Buy |
6,086
+1,391
| +30% | +$72.1K | 0.03% | 165 |
|
|
2013
Q2 | $234K | Buy |
+4,695
| New | +$232K | 0.02% | 181 |
|
Other funds holding YUM
SGA
Quest Investment Management's YUM Position: Q3 2023 in Review
Quest Investment Management sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 10,425 shares — an estimated $1.44M sold.
Quest Investment Management first reported a position in YUM in Q2 2013 and held it in 33 quarters. The position peaked at $15.9M in Q4 2019. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.
- Quest Investment Management reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
- Quest Investment Management sold 10,425 Yum! Brands shares in Q3 2023, an estimated $1.44M.
- Quest Investment Management first reported a position in Yum! Brands in Q2 2013 and held it in 33 quarters.
- Quest Investment Management's Yum! Brands position peaked at $15.9M in Q4 2019.
- 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.
Based on Quest Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.