Waverly 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
Q1 | $2.24M | Buy |
14,408
+3,347
| +30% | +$530K | 0.02% | 623 |
|
|
2025
Q4 | $1.67M | Buy |
11,061
+5,311
| +92% | +$787K | 0.01% | 630 |
|
|
2025
Q3 | $874K | Sell |
5,750
-153
| -3% | -$22.5K | 0.01% | 683 |
|
|
2025
Q2 | $875K | Buy |
5,903
+18
| +0.3% | +$2.63K | 0.01% | 649 |
|
|
2025
Q1 | $926K | Buy |
5,885
+773
| +15% | +$111K | 0.01% | 622 |
|
|
2024
Q4 | $686K | Sell |
5,112
-622
| -11% | -$84.1K | 0.01% | 603 |
|
|
2024
Q3 | $801K | Buy |
5,734
+1,650
| +40% | +$219K | 0.01% | 489 |
|
|
2024
Q2 | $541K | Buy |
4,084
+789
| +24% | +$109K | 0.01% | 567 |
|
|
2024
Q1 | $457K | Sell |
3,295
-267
| -7% | -$35.7K | 0.01% | 499 |
|
|
2023
Q4 | $465K | Buy |
3,562
+20
| +0.6% | +$2.5K | 0.02% | 308 |
|
|
2023
Q3 | $443K | Buy |
+3,542
| New | +$466K | 0.02% | 277 |
|
|
2018
Q1 | – | Sell |
-88
| Closed | -$7K | – | 367 |
|
|
2017
Q4 | $7K | Buy |
+88
| New | +$6.96K | ﹤0.01% | 354 |
|
|
2016
Q4 | – | Sell |
-4,888
| Closed | -$319K | – | 127 |
|
|
2016
Q3 | $319K | Buy |
4,888
+1,224
| +33% | +$78.1K | 0.13% | 67 |
|
|
2016
Q2 | $218K | Sell |
3,664
-139
| -4% | -$8.19K | 0.1% | 72 |
|
|
2016
Q1 | $224K | Buy |
+3,803
| New | +$200K | 0.14% | 76 |
|
|
2015
Q4 | – | Sell |
-729
| Closed | -$42K | – | 397 |
|
|
2015
Q3 | $42K | Hold |
729
| – | – | 0.03% | 158 |
|
|
2015
Q2 | $47K | Buy |
729
+345
| +90% | +$21.9K | 0.03% | 149 |
|
|
2015
Q1 | $22K | Hold |
384
| – | – | 0.01% | 189 |
|
|
2014
Q4 | $20K | Sell |
384
-174
| -31% | -$9.06K | 0.01% | 215 |
|
|
2014
Q3 | $29K | Hold |
558
| – | – | 0.02% | 288 |
|
|
2014
Q2 | $33K | Sell |
558
-12
| -2% | -$667 | 0.01% | 274 |
|
|
2014
Q1 | $31K | Buy |
570
+117
| +26% | +$6.16K | 0.01% | 267 |
|
|
2013
Q4 | $25K | Hold |
453
| – | – | 0.01% | 429 |
|
|
2013
Q3 | $23K | Buy |
+453
| New | +$23.5K | 0.01% | 342 |
|
Other funds holding YUM
VCM
VPM
