Shepherd Financial Partners’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	$232K	Buy	1,493 +4	+0.3%	+$633	0.02%	222
2025 Q4	$225K	Buy	1,489 +3	+0.2%	+$444	0.02%	228
2025 Q3	$226K	Buy	1,486 +3	+0.2%	+$442	0.02%	229
2025 Q2	$220K	Buy	1,483 +4	+0.3%	+$584	0.02%	230
2025 Q1	$233K	Buy	+1,479	New	+$213K	0.03%	217
2024 Q4	–	Sell	-1,473	Closed	-$206K	–	225
2024 Q3	$206K	Buy	+1,473	New	+$196K	0.02%	211
2024 Q2	–	Sell	-1,466	Closed	-$203K	–	221
2024 Q1	$203K	Buy	+1,466	New	+$196K	0.03%	210
2023 Q3	–	Sell	-1,491	Closed	-$207K	–	196
2023 Q2	$207K	Sell	1,491 -147	-9%	-$19.9K	0.03%	182
2023 Q1	$216K	Buy	1,638 +3	+0.2%	+$386	0.04%	174
2022 Q4	$209K	Buy	+1,635	New	+$198K	0.04%	166
2022 Q1	–	Sell	-2,085	Closed	-$289K	–	173
2021 Q4	$289K	Sell	2,085 -163	-7%	-$20.8K	0.05%	136
2021 Q3	$275K	Sell	2,248 -84	-4%	-$10.7K	0.05%	135
2021 Q2	$268K	Sell	2,332 -292	-11%	-$34.4K	0.05%	133
2021 Q1	$284K	Buy	+2,624	New	+$278K	0.06%	124