Valeo Financial Advisors’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
Q2 | $1.42M | Buy |
8,882
+205
| +2% | +$31.7K | 0.03% | 243 |
|
|
2026
Q1 | $1.35M | Sell |
8,677
-189
| -2% | -$29.9K | 0.03% | 220 |
|
|
2025
Q4 | $1.34M | Sell |
8,866
-84
| -0.9% | -$12.4K | 0.03% | 246 |
|
|
2025
Q3 | $1.36M | Sell |
8,950
-2,158
| -19% | -$318K | 0.03% | 236 |
|
|
2025
Q2 | $1.65M | Buy |
11,108
+1,930
| +21% | +$282K | 0.04% | 198 |
|
|
2025
Q1 | $1.44M | Buy |
9,178
+72
| +0.8% | +$10.4K | 0.04% | 199 |
|
|
2024
Q4 | $1.22M | Sell |
9,106
-20
| -0.2% | -$2.71K | 0.03% | 214 |
|
|
2024
Q3 | $1.28M | Sell |
9,126
-370
| -4% | -$49.2K | 0.04% | 216 |
|
|
2024
Q2 | $1.26M | Buy |
9,496
+539
| +6% | +$74.2K | 0.04% | 204 |
|
|
2024
Q1 | $1.27M | Buy |
8,957
+18
| +0.2% | +$2.4K | 0.05% | 195 |
|
|
2023
Q4 | $1.17M | Buy |
8,939
+851
| +11% | +$106K | 0.05% | 202 |
|
|
2023
Q3 | $1.01M | Buy |
8,088
+2,001
| +33% | +$263K | 0.05% | 206 |
|
|
2023
Q2 | $843K | Sell |
6,087
-2,435
| -29% | -$330K | 0.04% | 227 |
|
|
2023
Q1 | $1.13M | Buy |
8,522
+1,752
| +26% | +$225K | 0.05% | 193 |
|
|
2022
Q4 | $867K | Buy |
6,770
+332
| +5% | +$40.2K | 0.05% | 206 |
|
|
2022
Q3 | $685K | Sell |
6,438
-66
| -1% | -$7.66K | 0.04% | 213 |
|
|
2022
Q2 | $738K | Sell |
6,504
-2,978
| -31% | -$346K | 0.05% | 200 |
|
|
2022
Q1 | $1.12M | Buy |
9,482
+2,023
| +27% | +$249K | 0.06% | 187 |
|
|
2021
Q4 | $1.04M | Sell |
7,459
-2,030
| -21% | -$260K | 0.06% | 186 |
|
|
2021
Q3 | $1.16M | Sell |
9,489
-1,540
| -14% | -$195K | 0.07% | 167 |
|
|
2021
Q2 | $1.27M | Buy |
11,029
+81
| +0.7% | +$9.55K | 0.08% | 145 |
|
|
2021
Q1 | $1.18M | Sell |
10,948
-1,357
| -11% | -$144K | 0.06% | 163 |
|
|
2020
Q4 | $1.34M | Sell |
12,305
-707
| -5% | -$72.2K | 0.07% | 137 |
|
|
2020
Q3 | $1.19M | Sell |
13,012
-797
| -6% | -$73.5K | 0.1% | 118 |
|
|
2020
Q2 | $1.2M | Buy |
13,809
+2,836
| +26% | +$242K | 0.11% | 113 |
|
|
2020
Q1 | $878K | Buy |
10,973
+7,264
| +196% | +$678K | 0.09% | 130 |
|
|
2019
Q4 | $374K | Buy |
3,709
+1
| +0% | +$104 | 0.04% | 227 |
|
|
2019
Q3 | $420K | Buy |
3,708
+402
| +12% | +$45.9K | 0.05% | 190 |
|
|
2019
Q2 | $366K | Buy |
3,306
+231
| +8% | +$24K | 0.04% | 206 |
|
|
2019
Q1 | $307K | Buy |
3,075
+459
| +18% | +$43.5K | 0.04% | 219 |
|
|
2018
Q4 | $240K | Sell |
2,616
-20
| -0.8% | -$1.79K | 0.03% | 237 |
|
|
2018
Q3 | $238K | Sell |
2,636
-120
| -4% | -$10K | 0.03% | 255 |
|
|
2018
Q2 | $227K | Buy |
2,756
+138
| +5% | +$11.5K | 0.03% | 264 |
|
|
2018
Q1 | $223K | Sell |
2,618
-235
| -8% | -$19.3K | 0.04% | 244 |
|
|
2017
Q4 | $233K | Buy |
2,853
+1,266
| +80% | +$100K | 0.04% | 225 |
|
|
2017
Q3 | $117K | Buy |
+1,587
| New | +$119K | 0.03% | 271 |
|
Other funds holding YUM
CNB
P
JC
CWP
PA
EOJOAM
MBTD
KFP