Sequoia Financial Advisors’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
$2.54M Buy
17,140
+3,318
+24% +$492K 0.02% 410
2025
Q1
$2.18M Buy
13,822
+240
+2% +$37.8K 0.02% 411
2024
Q4
$1.82M Buy
13,582
+267
+2% +$35.8K 0.02% 426
2024
Q3
$1.86M Sell
13,315
-265
-2% -$37K 0.02% 392
2024
Q2
$1.8M Buy
13,580
+564
+4% +$74.7K 0.02% 351
2024
Q1
$1.8M Sell
13,016
-3,539
-21% -$491K 0.02% 345
2023
Q4
$2.16M Buy
16,555
+4,191
+34% +$548K 0.03% 342
2023
Q3
$1.54M Buy
12,364
+98
+0.8% +$12.2K 0.03% 265
2023
Q2
$1.7M Buy
12,266
+222
+2% +$30.8K 0.03% 264
2023
Q1
$1.59M Buy
12,044
+1,198
+11% +$158K 0.04% 241
2022
Q4
$1.39M Buy
10,846
+8,576
+378% +$1.1M 0.03% 242
2022
Q3
$241K Buy
2,270
+29
+1% +$3.08K 0.01% 449
2022
Q2
$254K Sell
2,241
-7,551
-77% -$856K 0.01% 484
2022
Q1
$1.16M Buy
9,792
+547
+6% +$64.9K 0.03% 238
2021
Q4
$1.28M Buy
9,245
+1,584
+21% +$220K 0.04% 218
2021
Q3
$937K Sell
7,661
-1,414
-16% -$173K 0.1% 110
2021
Q2
$1.04M Buy
9,075
+211
+2% +$24.3K 0.04% 200
2021
Q1
$959K Buy
8,864
+12
+0.1% +$1.3K 0.04% 194
2020
Q4
$961K Buy
8,852
+48
+0.5% +$5.21K 0.04% 189
2020
Q3
$804K Buy
8,804
+25
+0.3% +$2.28K 0.04% 185
2020
Q2
$763K Sell
8,779
-26
-0.3% -$2.26K 0.05% 179
2020
Q1
$603K Sell
8,805
-158
-2% -$10.8K 0.04% 172
2019
Q4
$903K Sell
8,963
-137
-2% -$13.8K 0.06% 150
2019
Q3
$1.03M Buy
9,100
+8
+0.1% +$907 0.07% 128
2019
Q2
$1.01M Hold
9,092
0.07% 128
2019
Q1
$907K Hold
9,092
0.07% 126
2018
Q4
$836K Hold
9,092
0.1% 115
2018
Q3
$827K Hold
9,092
0.08% 122
2018
Q2
$711K Hold
9,092
0.08% 128
2018
Q1
$774K Buy
9,092
+36
+0.4% +$3.07K 0.08% 123
2017
Q4
$739K Buy
9,056
+143
+2% +$11.7K 0.08% 131
2017
Q3
$656K Sell
8,913
-36,493
-80% -$2.69M 0.08% 130
2017
Q2
$3.35M Hold
45,406
0.42% 55
2017
Q1
$2.9M Sell
45,406
-31,682
-41% -$2.02M 0.37% 57
2016
Q4
$4.88M Sell
77,088
-30,047
-28% -$1.9M 0.7% 30
2016
Q3
$6.99M Sell
107,135
-14
-0% -$914 1.3% 18
2016
Q2
$6.39M Buy
+107,149
New +$6.39M 1.79% 14