MFG
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Merit Financial Group’s Yum! Brands YUM Stock Holding History

Merit Financial Group’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 		$2.79M Buy
17,476
+906
+5% +$140K 0.02% 612
2026
Q1 		$2.58M Buy
16,570
+373
+2% +$59.1K 0.02% 574
2025
Q4 		$2.45M Buy
16,197
+2,206
+16% +$327K 0.02% 564
2025
Q3 		$2.13M Buy
13,991
+834
+6% +$123K 0.02% 559
2025
Q2 		$1.95M Buy
13,157
+1,151
+10% +$168K 0.02% 533
2025
Q1 		$1.89M Buy
12,006
+1,383
+13% +$199K 0.03% 436
2024
Q4 		$1.43M Buy
10,623
+2,701
+34% +$365K 0.03% 420
2024
Q3 		$1.11M Sell
7,922
-2,774
-26% -$369K 0.02% 399
2024
Q2 		$1.42M Buy
10,696
+84
+0.8% +$11.6K 0.03% 335
2024
Q1 		$1.43M Buy
10,612
+2,725
+35% +$364K 0.03% 327
2023
Q4 		$1.03M Buy
7,887
+677
+9% +$84.5K 0.03% 305
2023
Q3 		$901K Buy
7,210
+399
+6% +$52.5K 0.03% 344
2023
Q2 		$944K Buy
6,811
+471
+7% +$63.9K 0.03% 346
2023
Q1 		$837K Sell
6,340
-60
-0.9% -$7.72K 0.03% 313
2022
Q4 		$820K Buy
6,400
+1,111
+21% +$135K 0.03% 323
2022
Q3 		$562K Buy
5,289
+329
+7% +$38.2K 0.02% 338
2022
Q2 		$563K Buy
4,960
+1,482
+43% +$172K 0.02% 333
2022
Q1 		$412K Sell
3,478
-271
-7% -$33.4K 0.02% 260
2021
Q4 		$521K Sell
3,749
-396
-10% -$50.6K 0.05% 163
2021
Q3 		$507K Hold
4,145
– – 0.05% 155
2021
Q2 		$477K Hold
4,145
– – 0.04% 164
2021
Q1 		$448K Hold
4,145
– – 0.05% 160
2020
Q4 		$450K Sell
4,145
-70
-2% -$7.14K 0.04% 143
2020
Q3 		$385K Sell
4,215
-730
-15% -$67.3K 0.04% 161
2020
Q2 		$430K Sell
4,945
-400
-7% -$34.2K 0.04% 141
2020
Q1 		$366K Buy
5,345
+400
+8% +$37.3K 0.04% 153
2019
Q4 		$498K Buy
+4,945
New +$512K 0.04% 141

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

Merit Financial Group's YUM Position: Q2 2026 in Review

Merit Financial Group increased its Yum! Brands (YUM) stake by 5.5% in Q2 2026, buying an estimated $140K and bringing the position to 17,476 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #612.

Merit Financial Group first reported a position in YUM in Q4 2019 and has held it in 27 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Merit Financial Group held 17,476 shares of Yum! Brands worth $2.79M as of Q2 2026.
  • Merit Financial Group bought 906 Yum! Brands shares in Q2 2026, an estimated $140K.
  • Yum! Brands made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #612 holding.
  • Merit Financial Group first reported a position in Yum! Brands in Q4 2019 and has held it in 27 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.