Williams Jones Wealth 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	$1.97M	Sell	12,656 -374	-3%	-$59.2K	0.02%	196
2025 Q4	$1.97M	Buy	13,030 +374	+3%	+$55.4K	0.02%	195
2025 Q3	$1.92M	Hold	12,656	–	–	0.02%	192
2025 Q2	$1.88M	Hold	12,656	–	–	0.02%	196
2025 Q1	$1.99M	Buy	12,656 +26	+0.2%	+$3.75K	0.03%	183
2024 Q4	$1.69M	Hold	12,630	–	–	0.02%	203
2024 Q3	$1.76M	Sell	12,630 -9	-0.1%	-$1.2K	0.02%	206
2024 Q2	$1.67M	Sell	12,639 -898	-7%	-$124K	0.02%	210
2024 Q1	$1.88M	Buy	13,537 +509	+4%	+$68K	0.02%	199
2023 Q4	$1.7M	Hold	13,028	–	–	0.02%	204
2023 Q3	$1.63M	Sell	13,028 -58	-0.4%	-$7.63K	0.03%	207
2023 Q2	$1.81M	Sell	13,086 -20	-0.2%	-$2.71K	0.03%	205
2023 Q1	$1.73M	Sell	13,106 -127	-1%	-$16.3K	0.03%	217
2022 Q4	$1.69M	Sell	13,233 -101	-0.8%	-$12.2K	0.03%	214
2022 Q3	$1.42M	Sell	13,334 -129	-1%	-$15K	0.02%	233
2022 Q2	$1.53M	Buy	13,463 +6,187	+85%	+$719K	0.02%	230
2022 Q1	$862K	Buy	7,276 +951	+15%	+$117K	0.01%	278
2021 Q4	$878K	Buy	6,325 +20	+0.3%	+$2.56K	0.01%	272
2021 Q3	$771K	Sell	6,305 -125	-2%	-$15.9K	0.01%	273
2021 Q2	$740K	Sell	6,430 -95	-1%	-$11.2K	0.01%	274
2021 Q1	$706K	Sell	6,525 -100	-2%	-$10.6K	0.01%	276
2020 Q4	$719K	Buy	6,625 +970	+17%	+$99K	0.01%	252
2020 Q3	$516K	Hold	5,655	–	–	0.01%	266
2020 Q2	$491K	Hold	5,655	–	–	0.01%	263
2020 Q1	$388K	Hold	5,655	–	–	0.01%	258
2019 Q4	$570K	Sell	5,655 -70	-1%	-$7.25K	0.01%	261
2019 Q3	$649K	Buy	+5,725	New	+$654K	0.01%	239