WealthShield 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 | – | Sell |
-2,915
| Closed | -$441K | – | 624 |
|
|
2025
Q4 | $441K | Buy |
2,915
+2
| +0.1% | +$296 | 0.05% | 252 |
|
|
2025
Q3 | $443K | Buy |
2,913
+3
| +0.1% | +$442 | 0.05% | 248 |
|
|
2025
Q2 | $431K | Hold |
2,910
| – | – | 0.05% | 247 |
|
|
2025
Q1 | $458K | Buy |
2,910
+121
| +4% | +$17.4K | 0.06% | 228 |
|
|
2024
Q4 | $374K | Buy |
2,789
+4
| +0.1% | +$541 | 0.05% | 226 |
|
|
2024
Q3 | $389K | Hold |
2,785
| – | – | 0.05% | 226 |
|
|
2024
Q2 | $369K | Hold |
2,785
| – | – | 0.06% | 226 |
|
|
2024
Q1 | $386K | Hold |
2,785
| – | – | 0.06% | 214 |
|
|
2023
Q4 | $364K | Sell |
2,785
-30
| -1% | -$3.74K | 0.06% | 223 |
|
|
2023
Q3 | $352K | Hold |
2,815
| – | – | 0.05% | 238 |
|
|
2023
Q2 | $390K | Buy |
+2,815
| New | +$382K | 0.06% | 225 |
|
|
2021
Q3 | – | Sell |
-543
| Closed | -$62K | – | 769 |
|
|
2021
Q2 | $62K | Buy |
543
+48
| +10% | +$5.66K | 0.01% | 434 |
|
|
2021
Q1 | $54K | Sell |
495
-3,897
| -89% | -$412K | 0.01% | 445 |
|
|
2020
Q4 | $477K | Sell |
4,392
-447
| -9% | -$45.6K | 0.09% | 177 |
|
|
2020
Q3 | $442K | Buy |
4,839
+453
| +10% | +$41.8K | 0.15% | 143 |
|
|
2020
Q2 | $381K | Buy |
4,386
+130
| +3% | +$11.1K | 0.18% | 126 |
|
|
2020
Q1 | $292K | Sell |
4,256
-238
| -5% | -$22.2K | 0.18% | 120 |
|
|
2019
Q4 | $453K | Hold |
4,494
| – | – | 0.22% | 103 |
|
|
2019
Q3 | $510K | Sell |
4,494
-100
| -2% | -$11.4K | 0.27% | 87 |
|
|
2019
Q2 | $508K | Hold |
4,594
| – | – | 0.29% | 76 |
|
|
2019
Q1 | $458K | Buy |
4,594
+1
| +0% | +$95 | 0.26% | 78 |
|
|
2018
Q4 | $422K | Buy |
4,593
+51
| +1% | +$4.56K | 0.29% | 68 |
|
|
2018
Q3 | $413K | Hold |
4,542
| – | – | 0.24% | 74 |
|
|
2018
Q2 | $355K | Buy |
4,542
+1
| +0% | +$83 | 0.22% | 75 |
|
|
2018
Q1 | $387K | Hold |
4,541
| – | – | 0.25% | 71 |
|
|
2017
Q4 | $371K | Buy |
+4,541
| New | +$359K | 0.23% | 81 |
|
Other funds holding YUM
VCM
VPM
