SVB Wealth’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 | $646K | Buy |
4,154
+176
| +4% | +$27.9K | 0.04% | 241 |
|
|
2025
Q4 | $602K | Sell |
3,978
-185
| -4% | -$27.4K | 0.04% | 260 |
|
|
2025
Q3 | $633K | Buy |
4,163
+250
| +6% | +$36.8K | 0.03% | 268 |
|
|
2025
Q2 | $580K | Buy |
+3,913
| New | +$571K | 0.03% | 284 |
|
|
2025
Q1 | – | Sell |
-8,576
| Closed | -$1.15M | – | 1817 |
|
|
2024
Q4 | $1.15M | Buy |
+8,576
| New | +$1.16M | 0.02% | 293 |
|
|
2024
Q3 | – | Sell |
-9,084
| Closed | -$1.2M | – | 647 |
|
|
2024
Q2 | $1.2M | Sell |
9,084
-1,911
| -17% | -$263K | 0.03% | 285 |
|
|
2024
Q1 | $1.52M | Sell |
10,995
-24
| -0.2% | -$3.21K | 0.03% | 280 |
|
|
2023
Q4 | $1.44M | Buy |
11,019
+823
| +8% | +$103K | 0.04% | 286 |
|
|
2023
Q3 | $1.27M | Sell |
10,196
-65
| -0.6% | -$8.55K | 0.03% | 283 |
|
|
2023
Q2 | $1.42M | Sell |
10,261
-2,219
| -18% | -$301K | 0.03% | 291 |
|
|
2023
Q1 | $1.65M | Sell |
12,480
-142
| -1% | -$18.3K | 0.02% | 300 |
|
|
2022
Q4 | $1.62M | Buy |
12,622
+151
| +1% | +$18.3K | 0.02% | 308 |
|
|
2022
Q3 | $1.33M | Buy |
12,471
+516
| +4% | +$59.9K | 0.02% | 322 |
|
|
2022
Q2 | $1.36M | Buy |
11,955
+471
| +4% | +$54.8K | 0.02% | 271 |
|
|
2022
Q1 | $1.36M | Sell |
11,484
-469
| -4% | -$57.8K | 0.02% | 277 |
|
|
2021
Q4 | $1.66M | Sell |
11,953
-1,637
| -12% | -$209K | 0.03% | 243 |
|
|
2021
Q3 | $1.66M | Buy |
13,590
+483
| +4% | +$61.3K | 0.02% | 288 |
|
|
2021
Q2 | $1.51M | Buy |
13,107
+151
| +1% | +$17.8K | 0.02% | 306 |
|
|
2021
Q1 | $1.4M | Sell |
12,956
-233
| -2% | -$24.7K | 0.02% | 292 |
|
|
2020
Q4 | $1.43M | Buy |
13,189
+88
| +0.7% | +$8.98K | 0.02% | 273 |
|
|
2020
Q3 | $1.2M | Sell |
13,101
-760
| -5% | -$70.1K | 0.02% | 272 |
|
|
2020
Q2 | $1.21M | Sell |
13,861
-2,903
| -17% | -$248K | 0.02% | 251 |
|
|
2020
Q1 | $1.15M | Sell |
16,764
-1,194
| -7% | -$111K | 0.03% | 225 |
|
|
2019
Q4 | $1.81M | Buy |
17,958
+2,051
| +13% | +$212K | 0.03% | 230 |
|
|
2019
Q3 | $1.8M | Buy |
15,907
+187
| +1% | +$21.4K | 0.04% | 215 |
|
|
2019
Q2 | $1.74M | Sell |
15,720
-27
| -0.2% | -$2.8K | 0.06% | 220 |
|
|
2019
Q1 | $1.57M | Sell |
15,747
-410
| -3% | -$38.8K | 0.06% | 182 |
|
|
2018
Q4 | $1.49M | Sell |
16,157
-1,114
| -6% | -$99.6K | 0.06% | 179 |
|
|
2018
Q3 | $1.57M | Sell |
17,271
-625
| -3% | -$52.2K | 0.06% | 202 |
|
|
2018
Q2 | $1.4M | Sell |
17,896
-2,900
| -14% | -$242K | 0.05% | 212 |
|
|
2018
Q1 | $1.77M | Sell |
20,796
-1,480
| -7% | -$121K | 0.07% | 191 |
|
|
2017
Q4 | $1.82M | Sell |
22,276
-3,609
| -14% | -$285K | 0.07% | 195 |
|
|
2017
Q3 | $1.91M | Sell |
25,885
-91
| -0.4% | -$6.85K | 0.07% | 186 |
|
|
2017
Q2 | $1.92M | Sell |
25,976
-4,260
| -14% | -$296K | 0.08% | 193 |
|
|
2017
Q1 | $1.93M | Sell |
30,236
-10,635
| -26% | -$693K | 0.08% | 189 |
|
|
2016
Q4 | $2.59M | Sell |
40,871
-18,505
| -31% | -$1.16M | 0.11% | 156 |
|
|
2016
Q3 | $3.88M | Sell |
59,376
-15,169
| -20% | -$968K | 0.16% | 130 |
|
|
2016
Q2 | $4.44M | Buy |
74,545
+708
| +1% | +$41.7K | 0.18% | 124 |
|
|
2016
Q1 | $4.34M | Sell |
73,837
-6,570
| -8% | -$345K | 0.18% | 129 |
|
|
2015
Q4 | $4.22M | Buy |
80,407
+5,714
| +8% | +$298K | 0.17% | 132 |
|
|
2015
Q3 | $4.29M | Sell |
74,693
-2,736
| -4% | -$166K | 0.17% | 137 |
|
|
2015
Q2 | $5.01M | Sell |
77,429
-4,710
| -6% | -$298K | 0.17% | 141 |
|
|
2015
Q1 | $4.65M | Sell |
82,139
-8,204
| -9% | -$448K | 0.15% | 150 |
|
|
2014
Q4 | $4.73M | Buy |
+90,343
| New | +$4.7M | 0.15% | 150 |
|
Other funds holding YUM
VCM
VPM
