Lipe & Dalton

SEC CIK: 0001570396
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

YUM holding history

Yum Brands Inc in every 13F filed by Lipe & Dalton, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

YUM overview All 13F holders of YUM Full Q2 2026 holdings

Shares (Q2 2026): 25,832
Value: $4.13M
% of portfolio: 1.9%
Quarters held: 22; Since Q1 2021

Holdings of YUM by Lipe & Dalton, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,832	$4.13M	1.9%	−375−1.4%	Reduced	Holders
Q1 2026	26,207	$4.08M	2.1%	−1,400−5.1%	Reduced	Holders
Q4 2025	27,607	$4.18M	2.1%	−365−1.3%	Reduced	Holders
Q3 2025	27,972	$4.25M	2.1%	−30−0.1%	Reduced	Holders
Q2 2025	28,002	$4.15M	2.2%	−1,330−4.5%	Reduced	Holders
Q1 2025	29,332	$4.62M	2.6%	+120+0.4%	Added	Holders
Q4 2024	29,212	$3.92M	2.1%	−290−1.0%	Reduced	Holders
Q3 2024	29,502	$4.12M	2.1%	−85−0.3%	Reduced	Holders
Q2 2024	29,587	$3.92M	2.1%	−1,410−4.5%	Reduced	Holders
Q1 2024	30,997	$4.30M	2.2%	00.0%	Unchanged	Holders
Q4 2023	30,997	$4.05M	2.2%	00.0%	Unchanged	Holders
Q3 2023	30,997	$3.87M	2.3%	−60−0.2%	Reduced	Holders
Q2 2023	31,057	$4.30M	2.5%	−360−1.1%	Reduced	Holders
Q1 2023	31,417	$4.15M	2.4%	−1,145−3.5%	Reduced	Holders
Q4 2022	32,562	$4.17M	2.4%	+110+0.3%	Added	Holders
Q3 2022	32,452	$3.45M	2.2%	00.0%	Unchanged	Holders
Q2 2022	32,452	$3.68M	2.2%	−80−0.2%	Reduced	Holders
Q1 2022	32,532	$3.86M	1.9%	00.0%	Unchanged	Holders
Q4 2021	32,532	$4.52M	2.1%	+20+0.1%	Added	Holders
Q3 2021	32,512	$3.98M	2.0%	+1,600+5.2%	Added	Holders
Q2 2021	30,912	$3.56M	1.8%	+140+0.5%	Added	Holders
Q1 2021	30,772	$3.33M	1.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.