Meridian Wealth Advisors’s Yum! Brands YUM Stock Holding History

Meridian Wealth Advisors’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,632	Closed	-$226K	–	188
2023 Q2	$226K	Buy	1,632 +11	+0.7%	+$1.49K	0.05%	168
2023 Q1	$214K	Buy	1,621 +2	+0.1%	+$257	0.05%	177
2022 Q4	$207K	Buy	+1,619	New	+$196K	0.05%	180
2022 Q2	–	Sell	-1,837	Closed	-$218K	–	220
2022 Q1	$218K	Buy	+1,837	New	+$226K	0.05%	197
2019 Q1	–	Sell	-320	Closed	-$29K	–	411
2018 Q4	$29K	Buy	+320	New	+$28.6K	0.02%	314

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Meridian Wealth Advisors's YUM Position: Q3 2023 in Review

Meridian Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 1,632 shares — an estimated $226K sold.

Meridian Wealth Advisors first reported a position in YUM in Q4 2018 and held it in 5 quarters. The position peaked at $226K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Meridian Wealth Advisors reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 1,632 Yum! Brands shares in Q3 2023, an estimated $226K.
Meridian Wealth Advisors first reported a position in Yum! Brands in Q4 2018 and held it in 5 quarters.
Meridian Wealth Advisors's Yum! Brands position peaked at $226K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Meridian Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.