WMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,580
| Closed | -$221K | – | 315 |
|
|
2024
Q3 | $221K | Sell |
1,580
-402
| -20% | -$53.4K | 0.01% | 265 |
|
|
2024
Q2 | $263K | Buy |
1,982
+74
| +4% | +$10.2K | 0.02% | 225 |
|
|
2024
Q1 | $265K | Hold |
1,908
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $249K | Sell |
1,908
-18
| -0.9% | -$2.25K | 0.02% | 229 |
|
|
2023
Q3 | $241K | Sell |
1,926
-12
| -0.6% | -$1.58K | 0.02% | 234 |
|
|
2023
Q2 | $268K | Sell |
1,938
-2
| -0.1% | -$271 | 0.02% | 235 |
|
|
2023
Q1 | $256K | Sell |
1,940
-236
| -11% | -$30.4K | 0.02% | 231 |
|
|
2022
Q4 | $279K | Sell |
2,176
-41
| -2% | -$4.97K | 0.03% | 214 |
|
|
2022
Q3 | $236K | Buy |
2,217
+267
| +14% | +$31K | 0.03% | 214 |
|
|
2022
Q2 | $221K | Hold |
1,950
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $231K | Buy |
+1,950
| New | +$240K | 0.03% | 223 |
|
|
2021
Q4 | – | Sell |
-3,282
| Closed | -$401K | – | 306 |
|
|
2021
Q3 | $401K | Buy |
3,282
+330
| +11% | +$41.9K | 0.06% | 176 |
|
|
2021
Q2 | $340K | Buy |
+2,952
| New | +$348K | 0.05% | 186 |
|
|
2021
Q1 | – | Sell |
-3,302
| Closed | -$358K | – | 264 |
|
|
2020
Q4 | $358K | Buy |
+3,302
| New | +$337K | 0.06% | 168 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$227K | – | 233 |
|
|
2019
Q3 | $227K | Hold |
2,000
| – | – | 0.05% | 201 |
|
|
2019
Q2 | $221K | Buy |
+2,000
| New | +$208K | 0.05% | 198 |
|
|
2018
Q1 | – | Sell |
-4,281
| Closed | -$349K | – | 239 |
|
|
2017
Q4 | $349K | Sell |
4,281
-300
| -7% | -$23.7K | 0.04% | 168 |
|
|
2017
Q3 | $337K | Buy |
4,581
+300
| +7% | +$22.6K | 0.04% | 162 |
|
|
2017
Q2 | $316K | Sell |
4,281
-17
| -0.4% | -$1.18K | 0.04% | 162 |
|
|
2017
Q1 | $275K | Hold |
4,298
| – | – | 0.03% | 161 |
|
|
2016
Q4 | $272K | Sell |
4,298
-1,657
| -28% | -$104K | 0.04% | 160 |
|
|
2016
Q3 | $389K | Hold |
5,955
| – | – | 0.05% | 130 |
|
|
2016
Q2 | $355K | Sell |
5,955
-209
| -3% | -$12.3K | 0.05% | 141 |
|
|
2016
Q1 | $363K | Sell |
6,164
-11
| -0.2% | -$577 | 0.05% | 144 |
|
|
2015
Q4 | $324K | Buy |
6,175
+11
| +0.2% | +$575 | 0.05% | 151 |
|
|
2015
Q3 | $354K | Sell |
6,164
-507
| -8% | -$30.7K | 0.05% | 149 |
|
|
2015
Q2 | $432K | Buy |
6,671
+718
| +12% | +$45.5K | 0.05% | 189 |
|
|
2015
Q1 | $337K | Hold |
5,953
| – | – | 0.04% | 203 |
|
|
2014
Q4 | $312K | Hold |
5,953
| – | – | 0.05% | 162 |
|
|
2014
Q3 | $308K | Hold |
5,953
| – | – | 0.05% | 186 |
|
|
2014
Q2 | $347K | Hold |
5,953
| – | – | 0.05% | 176 |
|
|
2014
Q1 | $323K | Hold |
5,953
| – | – | 0.05% | 181 |
|
|
2013
Q4 | $324K | Buy |
+5,953
| New | +$306K | 0.05% | 169 |
|
|
2013
Q3 | – | Sell |
-7,344
| Closed | -$366K | – | 237 |
|
|
2013
Q2 | $366K | Buy |
+7,344
| New | +$364K | 0.07% | 145 |
|
Other funds holding YUM
SGA
WMS Partners's YUM Position: Q4 2024 in Review
WMS Partners sold out of Yum! Brands (YUM) in Q4 2024, closing a stake of 1,580 shares — an estimated $221K sold.
WMS Partners first reported a position in YUM in Q2 2013 and held it in 34 quarters. The position peaked at $432K in Q2 2015. 1,259 funds tracked by Wall St. Rank hold YUM as of Q4 2024.
- WMS Partners reported no remaining Yum! Brands position as of Q4 2024 after selling out during the quarter.
- WMS Partners sold 1,580 Yum! Brands shares in Q4 2024, an estimated $221K.
- WMS Partners first reported a position in Yum! Brands in Q2 2013 and held it in 34 quarters.
- WMS Partners's Yum! Brands position peaked at $432K in Q2 2015.
- 1,259 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2024.
Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.