Rothschild Investment LLC’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 | $160K | Buy |
1,030
+40
| +4% | +$6.33K | 0.01% | 735 |
|
|
2025
Q4 | $150K | Sell |
990
-34
| -3% | -$5.04K | 0.01% | 707 |
|
|
2025
Q3 | $156K | Sell |
1,024
-170
| -14% | -$25K | 0.01% | 685 |
|
|
2025
Q2 | $177K | Buy |
1,194
+13
| +1% | +$1.9K | 0.01% | 536 |
|
|
2025
Q1 | $186K | Sell |
1,181
-1
| -0.1% | -$144 | 0.01% | 513 |
|
|
2024
Q4 | $159K | Sell |
1,182
-2
| -0.2% | -$271 | 0.01% | 554 |
|
|
2024
Q3 | $165K | Sell |
1,184
-44
| -4% | -$5.85K | 0.01% | 554 |
|
|
2024
Q2 | $163K | Buy |
1,228
+70
| +6% | +$9.63K | 0.01% | 533 |
|
|
2024
Q1 | $161K | Buy |
1,158
+18
| +2% | +$2.4K | 0.01% | 508 |
|
|
2023
Q4 | $149K | Buy |
+1,140
| New | +$142K | 0.01% | 466 |
|
|
2022
Q4 | – | Sell |
-1,945
| Closed | -$207K | – | 496 |
|
|
2022
Q3 | $207K | Hold |
1,945
| – | – | 0.02% | 424 |
|
|
2022
Q2 | $221K | Hold |
1,945
| – | – | 0.02% | 420 |
|
|
2022
Q1 | $231K | Hold |
1,945
| – | – | 0.02% | 441 |
|
|
2021
Q4 | $270K | Hold |
1,945
| – | – | 0.02% | 421 |
|
|
2021
Q3 | $238K | Hold |
1,945
| – | – | 0.02% | 430 |
|
|
2021
Q2 | $224K | Sell |
1,945
-250
| -11% | -$29.5K | 0.02% | 445 |
|
|
2021
Q1 | $237K | Buy |
2,195
+170
| +8% | +$18K | 0.02% | 426 |
|
|
2020
Q4 | $220K | Buy |
+2,025
| New | +$207K | 0.02% | 414 |
|
|
2020
Q1 | – | Sell |
-2,073
| Closed | -$209K | – | 461 |
|
|
2019
Q4 | $209K | Hold |
2,073
| – | – | 0.02% | 418 |
|
|
2019
Q3 | $235K | Hold |
2,073
| – | – | 0.03% | 343 |
|
|
2019
Q2 | $229K | Hold |
2,073
| – | – | 0.03% | 343 |
|
|
2019
Q1 | $207K | Buy |
+2,073
| New | +$196K | 0.02% | 354 |
|
Other funds holding YUM
VCM
VPM