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Companies
| Company |
Buys |
Sells |
Direction |
Holdings |
Latest |
|
YUM BRANDS INC
YUM
|
0 |
15 |
Net selling
|
5,325
|
2026-02-17
|
Activity
February 2026
YUM COO Tracy L Skeans sold 8,311 shares for $1,332,990.56; holdings reduced 60.9% to 5,334 shares.
Tracy L Skeans (COO and CPO) executed 2 separate sales totaling 8,311 shares for $1,332,990.56 on 2026-02-17 at blended average price $160.39, reducing her position from 13,645 shares to 5,334 shares (a -60.9% reduction). The sales occurred near YUM's 52-week high of $163.28 (current price $161.19 is -1.3% from peak). Across her cross-ticker track record, Skeans has posted 11 prior sells with an average 90d return of -1.1% and a 90d well-timed rate of 36.36%; her same-ticker history at YUM shows 2 of 5 prior sales were well-timed at the 90-day mark, with recent November 2025 sales followed by +7.8% and +7.6% gains respectively. The magnitude of this position reduction (8.3K shares) and the near-peak execution price stand out against her historical selling cadence at this ticker.
November 2025
YUM COO/CPO Skeans Tracy L sold entire 24.3K share position (24,332 shares) for $3.6M on 2025-11-17
Tracy L Skeans, COO and CPO at YUM, executed 2 separate sales on 2025-11-17, totaling 24,332 shares at a blended average price of $149.10 for $3,627,901.20, reducing his holdings to 0 shares. This represents a complete liquidation of his equity stake. At YUM specifically, Skeans has a track record of timing sells with mixed results: 4 of his 5 prior sales at this ticker were well-timed at the 90-day mark, including 4 sales on 2025-03-06 that each posted -6.6% 30-day and -9.1% 90-day returns. His most recent prior YUM sale on 2025-08-15 showed +0.8% 30-day and +1.0% 90-day returns. The full liquidation at $149.10, when the stock currently trades at $148.82, coincides with YUM trading near its recent range but -8.4% from its 52-week high of $162.53. The transaction warrants monitoring to understand whether this complete exit reflects routine portfolio management or a material shift in the insider's conviction regarding the company.
August 2025
COO/CPO Tracy L Skeans sold 12,220 shares of YUM at $148.24, liquidating entire position for $1.8M
Skeans liquidated her entire YUM holding of 12,220 shares at $148.24 on 2025-08-15, representing -100.0% of pre-transaction holdings. Her prior sales at YUM show strong execution timing: 4 of 5 prior trades were well-timed at the 90-day mark, with the most recent batch of four sales on 2025-03-06 each posting 90d returns of -9.1%, indicating the stock declined after she sold. The current price of $149.34 is -8.1% from the 52-week high of $162.53, placing the position within a mid-range zone. The company fundamentals show solid quarterly performance ($1.9B revenue, $374.0M net income, +6.7% annual growth), with a P/E of 28.94 and $41.4B market cap. The complete exit merits attention given Skeans' historical accuracy in selling before subsequent declines at this same ticker.
March 2025
YUM COO/CPO Skeans sells entire 19,072-share position for $3.0M at $158.35–$158.36 on 2025-03-06
Tracy L Skeans, COO and CPO, executed 4 separate sales totaling 19,072 shares for $3,020,146.56, representing a complete liquidation of his YUM holdings. The sales occurred at prices ($158.35–$158.36) near the 52-week high ($162.53), yet the stock has since climbed +23.8% over 30 days, meaning Skeans sold before a recent rally. Notably, his prior 4 sales at YUM (all on 2024-03-06) showed a 0% well-timed rate at the 90-day mark, with average 90d returns of +1.7% to +2.0%, indicating those prior sales preceded stock gains. The current sale's timing relative to the recent +23.8% surge raises a question about whether the insider's exit signaled diminished conviction or was driven by liquidity/scheduling needs independent of near-term price movement.