Shelton Capital 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
2026
Q1
$240K Sell
1,544
-21,200
-93% -$3.36M 0.01% 598
2025
Q4
$3.44M Hold
22,744
0.07% 186
2025
Q3
$3.46M Hold
22,744
0.07% 173
2025
Q2
$3.37M Sell
22,744
-33
-0.1% -$4.82K 0.08% 185
2025
Q1
$3.58M Sell
22,777
-81
-0.4% -$11.7K 0.09% 180
2024
Q4
$3.07M Hold
22,858
0.08% 190
2024
Q3
$3.19M Hold
22,858
0.08% 206
2024
Q2
$3.03M Buy
22,858
+21,200
+1,279% +$2.92M 0.08% 208
2024
Q1
$230K Sell
1,658
-100
-6% -$13.4K 0.01% 656
2023
Q4
$230K Sell
1,758
-336
-16% -$41.9K 0.01% 622
2023
Q3
$262K Hold
2,094
0.01% 532
2023
Q2
$290K Sell
2,094
-100
-5% -$13.6K 0.01% 515
2023
Q1
$290K Buy
2,194
+400
+22% +$51.5K 0.01% 494
2022
Q4
$230K Sell
1,794
-900
-33% -$109K 0.02% 573
2022
Q3
$286K Sell
2,694
-82
-3% -$9.52K 0.01% 472
2022
Q2
$315K Hold
2,776
0.01% 454
2022
Q1
$329K Buy
2,776
+500
+22% +$61.6K 0.01% 501
2021
Q4
$316K Sell
2,276
-114
-5% -$14.6K 0.01% 535
2021
Q3
$292K Hold
2,390
0.01% 567
2021
Q2
$275K Sell
2,390
-2,390
-50% -$282K 0.01% 618
2021
Q1
$518K Buy
4,780
+2,390
+100% +$253K 0.02% 376
2020
Q4
$259K Sell
2,390
-259
-10% -$26.4K 0.01% 561
2020
Q3
$242K Hold
2,649
0.01% 607
2020
Q2
$230K Sell
2,649
-700
-21% -$59.8K 0.01% 539
2020
Q1
$230K Hold
3,349
0.02% 497
2019
Q4
$337K Buy
3,349
+249
+8% +$25.8K 0.02% 478
2019
Q3
$352K Hold
3,100
0.02% 458
2019
Q2
$343K Buy
3,100
+2,791
+903% +$290K 0.02% 473
2019
Q1
$3.1K Sell
309
-2,791
-90% -$264K 0.01% 711
2018
Q4
$285K Hold
3,100
0.02% 503
2018
Q3
$282K Hold
3,100
0.02% 639
2018
Q2
$242K Hold
3,100
0.02% 697
2018
Q1
$264K Hold
3,100
0.02% 622
2017
Q4
$253K Hold
3,100
0.02% 681
2017
Q3
$228K Hold
3,100
0.02% 726
2017
Q2
$229K Sell
3,100
-200
-6% -$13.9K 0.02% 751
2017
Q1
$211K Sell
3,300
-754
-19% -$49.1K 0.02% 779
2016
Q4
$257K Sell
4,054
-2,142
-35% -$135K 0.02% 700
2016
Q3
$404K Buy
6,196
+696
+13% +$44.4K 0.03% 455
2016
Q2
$328K Sell
5,500
-278
-5% -$16.4K 0.03% 516
2016
Q1
$340K Hold
5,778
0.03% 503
2015
Q4
$303K Buy
5,778
+278
+5% +$14.5K 0.03% 532
2015
Q3
$316K Hold
5,500
0.04% 513
2015
Q2
$356K Buy
5,500
+835
+18% +$52.9K 0.04% 506
2015
Q1
$264K Hold
4,665
0.03% 652
2014
Q4
$244K Hold
4,665
0.03% 675
2014
Q3
$241K Hold
4,665
0.03% 645
2014
Q2
$272K Hold
4,665
0.04% 612
2014
Q1
$253K Hold
4,665
0.04% 611
2013
Q4
$254K Hold
4,665
0.04% 599
2013
Q3
$239K Hold
4,665
0.04% 569
2013
Q2
$233K Buy
+4,665
New +$231K 0.04% 544

Other funds holding YUM