Tortoise Investment 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 | $231K | Buy |
1,484
+22
| +2% | +$3.48K | 0.02% | 222 |
|
|
2025
Q4 | $221K | Buy |
1,462
+4
| +0.3% | +$593 | 0.02% | 222 |
|
|
2025
Q3 | $222K | Buy |
1,458
+15
| +1% | +$2.21K | 0.02% | 218 |
|
|
2025
Q2 | $214K | Buy |
1,443
+22
| +2% | +$3.21K | 0.02% | 216 |
|
|
2025
Q1 | $224K | Sell |
1,421
-68
| -5% | -$9.79K | 0.02% | 203 |
|
|
2024
Q4 | $200K | Buy |
1,489
+2
| +0.1% | +$271 | 0.02% | 219 |
|
|
2024
Q3 | $208K | Buy |
1,487
+2
| +0.1% | +$266 | 0.02% | 213 |
|
|
2024
Q2 | $197K | Buy |
1,485
+2
| +0.1% | +$275 | 0.02% | 207 |
|
|
2024
Q1 | $206K | Buy |
1,483
+2
| +0.1% | +$267 | 0.03% | 205 |
|
|
2023
Q4 | $193K | Buy |
1,481
+27
| +2% | +$3.37K | 0.03% | 206 |
|
|
2023
Q3 | $182K | Buy |
1,454
+2
| +0.1% | +$263 | 0.03% | 203 |
|
|
2023
Q2 | $201K | Buy |
1,452
+400
| +38% | +$54.2K | 0.03% | 197 |
|
|
2023
Q1 | $139K | Hold |
1,052
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $135K | Buy |
1,052
+2
| +0.2% | +$242 | 0.02% | 229 |
|
|
2022
Q3 | $112K | Hold |
1,050
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $119K | Hold |
1,050
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $124K | Hold |
1,050
| – | – | 0.02% | 216 |
|
|
2021
Q4 | $146K | Hold |
1,050
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $128K | Hold |
1,050
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $121K | Hold |
1,050
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $114K | Hold |
1,050
| – | – | 0.03% | 193 |
|
|
2020
Q4 | $114K | Hold |
1,050
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $96K | Hold |
1,050
| – | – | 0.02% | 182 |
|
|
2020
Q2 | $91K | Hold |
1,050
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $72K | Hold |
1,050
| – | – | 0.02% | 195 |
|
|
2019
Q4 | $106K | Sell |
1,050
-278
| -21% | -$28.8K | 0.03% | 186 |
|
|
2019
Q3 | $151K | Hold |
1,328
| – | – | 0.04% | 156 |
|
|
2019
Q2 | $147K | Hold |
1,328
| – | – | 0.04% | 157 |
|
|
2019
Q1 | $133K | Buy |
1,328
+58
| +5% | +$5.49K | 0.03% | 162 |
|
|
2018
Q4 | $117K | Hold |
1,270
| – | – | 0.03% | 168 |
|
|
2018
Q3 | $115K | Hold |
1,270
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $99K | Hold |
1,270
| – | – | 0.03% | 182 |
|
|
2018
Q1 | $108K | Hold |
1,270
| – | – | 0.03% | 176 |
|
|
2017
Q4 | $104K | Buy |
1,270
+220
| +21% | +$17.4K | 0.03% | 180 |
|
|
2017
Q3 | $77K | Hold |
1,050
| – | – | 0.02% | 198 |
|
|
2017
Q2 | $77K | Hold |
1,050
| – | – | 0.02% | 178 |
|
|
2017
Q1 | $67K | Hold |
1,050
| – | – | 0.02% | 178 |
|
|
2016
Q4 | $66K | Sell |
1,050
-619
| -37% | -$38.9K | 0.02% | 176 |
|
|
2016
Q3 | $109K | Sell |
1,669
-174
| -9% | -$11.1K | 0.04% | 128 |
|
|
2016
Q2 | $110K | Buy |
1,843
+174
| +10% | +$10.3K | 0.04% | 127 |
|
|
2016
Q1 | $98K | Hold |
1,669
| – | – | 0.04% | 138 |
|
|
2015
Q4 | $88K | Sell |
1,669
-152
| -8% | -$7.94K | 0.03% | 164 |
|
|
2015
Q3 | $105K | Sell |
1,821
-278
| -13% | -$16.8K | 0.04% | 141 |
|
|
2015
Q2 | $136K | Hold |
2,099
| – | – | 0.05% | 132 |
|
|
2015
Q1 | $119K | Hold |
2,099
| – | – | 0.05% | 138 |
|
|
2014
Q4 | $110K | Hold |
2,099
| – | – | 0.04% | 144 |
|
|
2014
Q3 | $109K | Sell |
2,099
-64
| -3% | -$3.41K | 0.05% | 142 |
|
|
2014
Q2 | $126K | Buy |
2,163
+64
| +3% | +$3.56K | 0.05% | 133 |
|
|
2014
Q1 | $114K | Hold |
2,099
| – | – | 0.05% | 129 |
|
|
2013
Q4 | $114K | Hold |
2,099
| – | – | 0.06% | 118 |
|
|
2013
Q3 | $108K | Hold |
2,099
| – | – | 0.07% | 111 |
|
|
2013
Q2 | $105K | Buy |
+2,099
| New | +$104K | 0.07% | 100 |
|
Other funds holding YUM
VCM
VPM
