Position in YUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$871,237
-$110,308 QoQ
Shares Held
5,450
-13.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#601
of 1,425 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $7,865,350 across 6 Restaurants names. YUM ranks #4 (11.1% of the industry book) .
All Filings in YUM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,237 | 5,450 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $981,545 | 6,313 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,010,701 | 6,681 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,015,816 | 6,683 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $990,286 | 6,683 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,055,885 | 6,710 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $913,227 | 6,807 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $925,019 | 6,621 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $856,345 | 6,554 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $847,592 | 6,784 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $991,879 | 7,159 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $936,711 | 7,092 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $881,190 | 6,880 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $731,619 | 6,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,335,558 | 11,766 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,314,734 | 11,092 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $903,700 | 6,508 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $795,993 | 6,508 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $752,526 | 6,542 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $698,518 | 6,457 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $711,393 | 6,553 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||