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Ballentine Partners’s Yum China YUMC Stock Holding History

Ballentine Partners’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
Q2 		– Sell
-5,491
Closed -$268K – 1129
2026
Q1 		$268K Buy
+5,491
New +$284K ﹤0.01% 798
2022
Q1 		– Sell
-4,262
Closed -$212K – 515
2021
Q4 		$212K Sell
4,262
-89
-2% -$4.83K 0.01% 434
2021
Q3 		$253K Sell
4,351
-64
-1% -$3.94K 0.01% 352
2021
Q2 		$293K Buy
+4,415
New +$282K 0.01% 322
2020
Q4 		– Sell
-3,898
Closed -$206K – 414
2020
Q3 		$206K Buy
+3,898
New +$206K 0.01% 355
2020
Q2 		– Sell
-9,239
Closed -$395K – 392
2020
Q1 		$395K Sell
9,239
-7,919
-46% -$353K 0.02% 217
2019
Q4 		$823K Sell
17,158
-41
-0.2% -$1.82K 0.04% 176
2019
Q3 		$782K Buy
17,199
+916
+6% +$40.9K 0.04% 170
2019
Q2 		$752K Sell
16,283
-8,553
-34% -$371K 0.04% 177
2019
Q1 		$1.11M Buy
24,836
+40
+0.2% +$1.58K 0.06% 116
2018
Q4 		$832K Sell
24,796
-59
-0.2% -$2.02K 0.05% 139
2018
Q3 		$872K Buy
24,855
+127
+0.5% +$4.52K 0.05% 143
2018
Q2 		$951K Sell
24,728
-51
-0.2% -$2.02K 0.05% 126
2018
Q1 		$1.03M Buy
24,779
+45
+0.2% +$1.94K 0.06% 109
2017
Q4 		$990K Sell
24,734
-109
-0.4% -$4.48K 0.05% 124
2017
Q3 		$993K Sell
24,843
-20
-0.1% -$745 0.05% 124
2017
Q2 		$916K Buy
24,863
+407
+2% +$14.7K 0.07% 137
2017
Q1 		$666K Buy
+24,456
New +$654K 0.05% 100

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Ballentine Partners's YUMC Position: Q2 2026 in Review

Ballentine Partners sold out of Yum China (YUMC) in Q2 2026, closing a stake of 5,491 shares — an estimated $268K sold.

Ballentine Partners first reported a position in YUMC in Q1 2017 and held it in 18 quarters. The position peaked at $1.11M in Q1 2019. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Ballentine Partners reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 5,491 Yum China shares in Q2 2026, an estimated $268K.
  • Ballentine Partners first reported a position in Yum China in Q1 2017 and held it in 18 quarters.
  • Ballentine Partners's Yum China position peaked at $1.11M in Q1 2019.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.