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Allworth Financial’s Yum China YUMC Stock Holding History

Allworth Financial’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 		$561K Buy
11,503
+192
+2% +$9.94K ﹤0.01% 906
2025
Q4 		$540K Buy
11,311
+1,050
+10% +$48.1K ﹤0.01% 903
2025
Q3 		$440K Buy
10,261
+36
+0.4% +$1.64K ﹤0.01% 938
2025
Q2 		$457K Buy
10,225
+2,202
+27% +$98.4K ﹤0.01% 863
2025
Q1 		$372K Sell
8,023
-182
-2% -$8.73K ﹤0.01% 758
2024
Q4 		$368K Buy
8,205
+1,609
+24% +$76.3K ﹤0.01% 767
2024
Q3 		$297K Buy
6,596
+206
+3% +$6.86K ﹤0.01% 708
2024
Q2 		$194K Sell
6,390
-530
-8% -$19.4K ﹤0.01% 826
2024
Q1 		$275K Buy
6,920
+302
+5% +$11.9K ﹤0.01% 693
2023
Q4 		$281K Buy
6,618
+997
+18% +$46.4K ﹤0.01% 648
2023
Q3 		$313K Sell
5,621
-133
-2% -$7.44K ﹤0.01% 596
2023
Q2 		$325K Buy
5,754
+68
+1% +$4.1K ﹤0.01% 589
2023
Q1 		$360K Sell
5,686
-77
-1% -$4.65K ﹤0.01% 539
2022
Q4 		$315K Buy
5,763
+347
+6% +$17.6K ﹤0.01% 547
2022
Q3 		$256K Sell
5,416
-102
-2% -$4.9K ﹤0.01% 542
2022
Q2 		$268K Sell
5,518
-196
-3% -$8.25K ﹤0.01% 502
2022
Q1 		$237K Sell
5,714
-159
-3% -$7.49K ﹤0.01% 523
2021
Q4 		$293K Buy
5,873
+29
+0.5% +$1.57K ﹤0.01% 456
2021
Q3 		$340K Buy
5,844
+4
+0.1% +$246 0.01% 381
2021
Q2 		$387K Buy
5,840
+3,987
+215% +$254K 0.01% 289
2021
Q1 		$110K Buy
1,853
+204
+12% +$12.2K ﹤0.01% 438
2020
Q4 		$94K Buy
1,649
+1
+0.1% +$56 ﹤0.01% 376
2020
Q3 		$87K Sell
1,648
-53
-3% -$2.81K ﹤0.01% 351
2020
Q2 		$82K Buy
1,701
+53
+3% +$2.5K ﹤0.01% 345
2020
Q1 		$70K Buy
1,648
+1
+0.1% +$45 ﹤0.01% 353
2019
Q4 		$79K Buy
1,647
+232
+16% +$10.3K ﹤0.01% 308
2019
Q3 		$64K Hold
1,415
– – ﹤0.01% 289
2019
Q2 		$65K Hold
1,415
– – ﹤0.01% 283
2019
Q1 		$64K Buy
1,415
+1
+0.1% +$39 ﹤0.01% 282
2018
Q4 		$47K Buy
1,414
+404
+40% +$13.9K ﹤0.01% 292
2018
Q3 		$35K Buy
1,010
+240
+31% +$8.55K ﹤0.01% 341
2018
Q2 		$30K Hold
770
– – ﹤0.01% 349
2018
Q1 		$32K Hold
770
– – ﹤0.01% 305
2017
Q4 		$31K Hold
770
– – ﹤0.01% 308
2017
Q3 		$31K Hold
770
– – ﹤0.01% 293
2017
Q2 		$30K Sell
770
-23
-3% -$830 ﹤0.01% 314
2017
Q1 		$22K Buy
793
+23
+3% +$615 ﹤0.01% 347
2016
Q4 		$20K Buy
+770
New +$20.9K ﹤0.01% 327

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

Allworth Financial's YUMC Position: Q1 2026 in Review

Allworth Financial increased its Yum China (YUMC) stake by 1.7% in Q1 2026, buying an estimated $9.94K and bringing the position to 11,503 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Allworth Financial first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Allworth Financial held 11,503 shares of Yum China worth $561K as of Q1 2026.
  • Allworth Financial bought 192 Yum China shares in Q1 2026, an estimated $9.94K.
  • Yum China made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #906 holding.
  • Allworth Financial first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.