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AE Wealth Management’s Yum China YUMC Stock Holding History

AE Wealth Management’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,390
Closed -$257K – 2720
2025
Q4 		$257K Buy
+5,390
New +$247K ﹤0.01% 1387
2024
Q1 		– Sell
-7,792
Closed -$277K – 2038
2023
Q4 		$277K Sell
7,792
-58
-0.7% -$2.7K ﹤0.01% 1748
2023
Q3 		$437K Buy
7,850
+406
+5% +$22.7K ﹤0.01% 1452
2023
Q2 		$421K Buy
7,444
+174
+2% +$10.5K ﹤0.01% 1471
2023
Q1 		$461K Sell
7,270
-62
-0.8% -$3.74K ﹤0.01% 1385
2022
Q4 		$401K Sell
7,332
-644
-8% -$32.7K ﹤0.01% 1392
2022
Q3 		$377K Buy
7,976
+549
+7% +$26.4K ﹤0.01% 1381
2022
Q2 		$360K Buy
7,427
+943
+15% +$39.7K ﹤0.01% 1359
2022
Q1 		$269K Sell
6,484
-153
-2% -$7.21K ﹤0.01% 1471
2021
Q4 		$331K Sell
6,637
-663
-9% -$36K ﹤0.01% 1408
2021
Q3 		$424K Buy
7,300
+433
+6% +$26.6K ﹤0.01% 1233
2021
Q2 		$455K Buy
6,867
+87
+1% +$5.55K ﹤0.01% 1170
2021
Q1 		$401K Sell
6,780
-3,526
-34% -$211K ﹤0.01% 1127
2020
Q4 		$588K Buy
10,306
+2,121
+26% +$119K 0.01% 901
2020
Q3 		$433K Buy
8,185
+2,556
+45% +$135K 0.01% 925
2020
Q2 		$271K Buy
+5,629
New +$265K ﹤0.01% 1059
2020
Q1 		– Sell
-4,936
Closed -$237K – 1293
2019
Q4 		$237K Buy
4,936
+207
+4% +$9.2K 0.01% 1001
2019
Q3 		$215K Sell
4,729
-325
-6% -$14.5K 0.01% 901
2019
Q2 		$233K Buy
+5,054
New +$219K 0.01% 849

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

AE Wealth Management's YUMC Position: Q1 2026 in Review

AE Wealth Management sold out of Yum China (YUMC) in Q1 2026, closing a stake of 5,390 shares — an estimated $257K sold.

AE Wealth Management first reported a position in YUMC in Q2 2019 and held it in 19 quarters. The position peaked at $588K in Q4 2020. 705 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • AE Wealth Management reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 5,390 Yum China shares in Q1 2026, an estimated $257K.
  • AE Wealth Management first reported a position in Yum China in Q2 2019 and held it in 19 quarters.
  • AE Wealth Management's Yum China position peaked at $588K in Q4 2020.
  • 705 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.