Ownership history in Lipe & Dalton · 19 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in Yum Brands Inc (YUM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,607 | -395 | -1.4% | 2.06% | $4.2M | $150.59 |
| 2025 Q2 | REDUCED | 28,002 | -1,330 | -4.5% | 2.24% | $4.1M | $146.10 |
| 2025 Q1 | ADDED | 29,332 | +120 | +0.4% | 2.58% | $4.6M | $154.39 |
| 2024 Q4 | REDUCED | 29,212 | -290 | -1.0% | 2.08% | $3.9M | $131.01 |
| 2024 Q3 | REDUCED | 29,502 | -85 | -0.3% | 2.08% | $4.1M | $135.77 |
| 2024 Q2 | REDUCED | 29,587 | -1,410 | -4.5% | 2.11% | $3.9M | $128.09 |
| 2024 Q1 | UNCHANGED | 30,997 | — | 0% | 2.22% | $4.3M | $133.42 |
| 2023 Q4 | UNCHANGED | 30,997 | — | 0% | 2.20% | $4.0M | $125.10 |
| 2023 Q3 | REDUCED | 30,997 | -60 | -0.2% | 2.33% | $3.9M | $119.06 |
| 2023 Q2 | REDUCED | 31,057 | -360 | -1.1% | 2.45% | $4.3M | $131.41 |
As of 2025 Q4 — sorted by position size