AG
YUMC icon

Ascent Group’s Yum China YUMC Stock Holding History

Ascent Group’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 		$777K Buy
15,925
+3,716
+30% +$192K 0.03% 417
2025
Q4 		$583K Buy
12,209
+3,507
+40% +$161K 0.02% 463
2025
Q3 		$373K Buy
8,702
+2,502
+40% +$114K 0.01% 553
2025
Q2 		$277K Buy
6,200
+1,301
+27% +$58.2K 0.01% 593
2025
Q1 		$255K Buy
+4,899
New +$235K 0.01% 600
2022
Q1 		– Sell
-4,950
Closed -$226K – 474
2021
Q4 		$226K Buy
+4,950
New +$269K 0.03% 412

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

Ascent Group's YUMC Position: Q1 2026 in Review

Ascent Group increased its Yum China (YUMC) stake by 30% in Q1 2026, buying an estimated $192K and bringing the position to 15,925 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #417.

Ascent Group first reported a position in YUMC in Q4 2021 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Ascent Group held 15,925 shares of Yum China worth $777K as of Q1 2026.
  • Ascent Group bought 3,716 Yum China shares in Q1 2026, an estimated $192K.
  • Yum China made up 0.03% of Ascent Group's portfolio in Q1 2026, its #417 holding.
  • Ascent Group first reported a position in Yum China in Q4 2021 and has held it in 6 quarters since.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.