Whittier Trust’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 | $541K | Sell |
3,436
-392
| -10% | -$62.1K | 0.01% | 429 |
|
|
2025
Q4 | $580K | Sell |
3,828
-1,057
| -22% | -$157K | 0.01% | 424 |
|
|
2025
Q3 | $736K | Sell |
4,885
-4
| -0.1% | -$589 | 0.01% | 387 |
|
|
2025
Q2 | $724K | Sell |
4,889
-254
| -5% | -$37.1K | 0.01% | 433 |
|
|
2025
Q1 | $809K | Sell |
5,143
-1,020
| -17% | -$147K | 0.01% | 410 |
|
|
2024
Q4 | $827K | Buy |
6,163
+249
| +4% | +$33.7K | 0.01% | 409 |
|
|
2024
Q3 | $826K | Sell |
5,914
-1,684
| -22% | -$224K | 0.01% | 420 |
|
|
2024
Q2 | $1.01M | Buy |
7,598
+2,010
| +36% | +$277K | 0.01% | 359 |
|
|
2024
Q1 | $775K | Hold |
5,588
| – | – | 0.01% | 408 |
|
|
2023
Q4 | $730K | Sell |
5,588
-334
| -6% | -$41.7K | 0.01% | 408 |
|
|
2023
Q3 | $740K | Buy |
5,922
+144
| +2% | +$18.9K | 0.01% | 396 |
|
|
2023
Q2 | $801K | Hold |
5,778
| – | – | 0.01% | 389 |
|
|
2023
Q1 | $763K | Buy |
5,778
+762
| +15% | +$98.1K | 0.01% | 396 |
|
|
2022
Q4 | $642K | Sell |
5,016
-311
| -6% | -$37.7K | 0.01% | 422 |
|
|
2022
Q3 | $566K | Buy |
5,327
+2,011
| +61% | +$233K | 0.01% | 434 |
|
|
2022
Q2 | $376K | Buy |
3,316
+15
| +0.5% | +$1.74K | 0.01% | 511 |
|
|
2022
Q1 | $391K | Hold |
3,301
| – | – | 0.01% | 537 |
|
|
2021
Q4 | $458K | Buy |
3,301
+320
| +11% | +$40.9K | 0.01% | 501 |
|
|
2021
Q3 | $365K | Sell |
2,981
-2,490
| -46% | -$316K | 0.01% | 522 |
|
|
2021
Q2 | $629K | Sell |
5,471
-260
| -5% | -$30.7K | 0.01% | 432 |
|
|
2021
Q1 | $620K | Buy |
5,731
+552
| +11% | +$58.4K | 0.01% | 435 |
|
|
2020
Q4 | $562K | Buy |
5,179
+81
| +2% | +$8.27K | 0.01% | 414 |
|
|
2020
Q3 | $465K | Sell |
5,098
-1,830
| -26% | -$169K | 0.01% | 438 |
|
|
2020
Q2 | $602K | Sell |
6,928
-1,814
| -21% | -$155K | 0.02% | 374 |
|
|
2020
Q1 | $599K | Sell |
8,742
-165
| -2% | -$15.4K | 0.02% | 363 |
|
|
2019
Q4 | $897K | Sell |
8,907
-623
| -7% | -$64.5K | 0.02% | 321 |
|
|
2019
Q3 | $1.08M | Buy |
9,530
+312
| +3% | +$35.7K | 0.03% | 297 |
|
|
2019
Q2 | $1.02M | Hold |
9,218
| – | – | 0.03% | 300 |
|
|
2019
Q1 | $920K | Hold |
9,218
| – | – | 0.03% | 297 |
|
|
2018
Q4 | $847K | Hold |
9,218
| – | – | 0.03% | 301 |
|
|
2018
Q3 | $838K | Hold |
9,218
| – | – | 0.03% | 308 |
|
|
2018
Q2 | $721K | Buy |
9,218
+15
| +0.2% | +$1.25K | 0.02% | 318 |
|
|
2018
Q1 | $783K | Sell |
9,203
-117
| -1% | -$9.59K | 0.03% | 313 |
|
|
2017
Q4 | $761K | Sell |
9,320
-1,685
| -15% | -$133K | 0.03% | 312 |
|
|
2017
Q3 | $810K | Buy |
11,005
+1,855
| +20% | +$140K | 0.03% | 301 |
|
|
2017
Q2 | $675K | Buy |
9,150
+79
| +0.9% | +$5.5K | 0.03% | 307 |
|
|
2017
Q1 | $580K | Sell |
9,071
-1,466
| -14% | -$95.5K | 0.02% | 329 |
|
|
2016
Q4 | $667K | Sell |
10,537
-3,849
| -27% | -$242K | 0.03% | 302 |
|
|
2016
Q3 | $939K | Buy |
14,386
+25
| +0.2% | +$1.6K | 0.04% | 266 |
|
|
2016
Q2 | $856K | Sell |
14,361
-347
| -2% | -$20.4K | 0.04% | 270 |
|
|
2016
Q1 | $865K | Sell |
14,708
-1,746
| -11% | -$91.6K | 0.04% | 271 |
|
|
2015
Q4 | $864K | Buy |
16,454
+2,225
| +16% | +$116K | 0.04% | 284 |
|
|
2015
Q3 | $818K | Sell |
14,229
-2,576
| -15% | -$156K | 0.04% | 277 |
|
|
2015
Q2 | $1.09M | Buy |
16,805
+487
| +3% | +$30.9K | 0.05% | 262 |
|
|
2015
Q1 | $923K | Sell |
16,318
-54,958
| -77% | -$3M | 0.04% | 273 |
|
|
2014
Q4 | $3.73M | Sell |
71,276
-1,269
| -2% | -$66.1K | 0.18% | 138 |
|
|
2014
Q3 | $3.75M | Buy |
72,545
+344
| +0.5% | +$18.3K | 0.18% | 141 |
|
|
2014
Q2 | $4.21M | Buy |
72,201
+1,412
| +2% | +$78.5K | 0.21% | 127 |
|
|
2014
Q1 | $3.84M | Buy |
70,789
+2,809
| +4% | +$148K | 0.2% | 128 |
|
|
2013
Q4 | $3.69M | Sell |
67,980
-98
| -0.1% | -$5.04K | 0.19% | 129 |
|
|
2013
Q3 | $3.49M | Buy |
68,078
+2,737
| +4% | +$142K | 0.19% | 133 |
|
|
2013
Q2 | $3.26M | Buy |
+65,341
| New | +$3.24M | 0.18% | 133 |
|
Other funds holding YUM
VCM
VPM
