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

Meridian Wealth Management’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
2026
Q2 		$871K Sell
5,450
-863
-14% -$134K 0.03% 408
2026
Q1 		$982K Sell
6,313
-368
-6% -$58.3K 0.03% 362
2025
Q4 		$1.01M Sell
6,681
-2
-0% -$296 0.04% 350
2025
Q3 		$1.02M Hold
6,683
– – 0.04% 323
2025
Q2 		$990K Sell
6,683
-27
-0.4% -$3.94K 0.04% 308
2025
Q1 		$1.06M Sell
6,710
-97
-1% -$14K 0.05% 283
2024
Q4 		$913K Buy
6,807
+186
+3% +$25.2K 0.04% 303
2024
Q3 		$925K Buy
+6,621
New +$880K 0.05% 296
2024
Q1 		– Sell
-6,554
Closed -$856K – 594
2023
Q4 		$856K Sell
6,554
-230
-3% -$28.7K 0.05% 284
2023
Q3 		$848K Sell
6,784
-375
-5% -$49.3K 0.05% 263
2023
Q2 		$992K Buy
7,159
+67
+0.9% +$9.08K 0.08% 201
2023
Q1 		$937K Buy
7,092
+212
+3% +$27.3K 0.08% 216
2022
Q4 		$881K Hold
6,880
– – 0.09% 215
2022
Q3 		$732K Sell
6,880
-4,886
-42% -$567K 0.08% 225
2022
Q2 		$1.34M Buy
11,766
+674
+6% +$78.4K 0.11% 201
2022
Q1 		$1.31M Buy
11,092
+4,584
+70% +$565K 0.14% 131
2021
Q4 		$904K Hold
6,508
– – 0.1% 166
2021
Q3 		$796K Sell
6,508
-34
-0.5% -$4.31K 0.1% 171
2021
Q2 		$753K Buy
6,542
+85
+1% +$10K 0.1% 176
2021
Q1 		$699K Sell
6,457
-96
-1% -$10.2K 0.1% 172
2020
Q4 		$711K Buy
+6,553
New +$669K 0.11% 152
2019
Q3 		– Sell
-1,250
Closed -$138K – 521
2019
Q2 		$138K Buy
+1,250
New +$130K 0.06% 248

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Management's YUM Position: Q2 2026 in Review

Meridian Wealth Management reduced its Yum! Brands (YUM) stake by 14% in Q2 2026, selling an estimated $134K and leaving 5,450 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #408.

Meridian Wealth Management first reported a position in YUM in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.34M in Q2 2022. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Meridian Wealth Management held 5,450 shares of Yum! Brands worth $871K as of Q2 2026.
  • Meridian Wealth Management sold 863 Yum! Brands shares in Q2 2026, an estimated $134K.
  • Yum! Brands made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Meridian Wealth Management first reported a position in Yum! Brands in Q2 2019 and has held it in 22 quarters since.
  • Meridian Wealth Management's Yum! Brands position peaked at $1.34M in Q2 2022.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.