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
VCM
VPM