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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
2020
Q3 		– Sell
-1,000
Closed -$5K – 1395
2020
Q2 		$5K Buy
+1,000
New +$47.2K ﹤0.01% 1246

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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. 701 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.
  • 701 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.