Bank Julius Baer & Co
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Bank Julius Baer & Co’s Yum China YUMC Stock Holding History

Bank Julius Baer & Co’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 		$1.19M Sell
24,403
-471
-2% -$24.4K ﹤0.01% 367
2025
Q4 		$1.19M Sell
24,874
-531
-2% -$24.3K ﹤0.01% 362
2025
Q3 		$1.09M Buy
25,405
+830
+3% +$37.7K ﹤0.01% 363
2025
Q2 		$1.1M Sell
24,575
-617
-2% -$27.6K ﹤0.01% 329
2025
Q1 		$1.31M Sell
25,192
-225
-0.9% -$10.8K ﹤0.01% 303
2024
Q4 		$1.35M Buy
25,417
+410
+2% +$19.4K ﹤0.01% 296
2024
Q3 		$1.33M Buy
+25,007
New +$832K ﹤0.01% 273
2024
Q2 		– Sell
-35,601
Closed -$1.42M – 561
2024
Q1 		$1.42M Sell
35,601
-515,490
-94% -$20.3M 0.01% 245
2023
Q4 		$23.4M Buy
551,091
+490,167
+805% +$22.8M 0.1% 124
2023
Q3 		$3.4M Sell
60,924
-66,250
-52% -$3.71M 0.02% 192
2023
Q2 		$7.18M Sell
127,174
-554
-0.4% -$33.4K 0.04% 160
2023
Q1 		$8.1M Buy
127,728
+3,661
+3% +$221K 0.05% 162
2022
Q4 		$6.78M Buy
124,067
+38,026
+44% +$1.93M 0.05% 165
2022
Q3 		$4.07M Sell
86,041
-4,052
-4% -$195K 0.03% 173
2022
Q2 		$4.37M Buy
90,093
+5,606
+7% +$236K 0.03% 177
2022
Q1 		$3.51M Buy
84,487
+3,285
+4% +$155K 0.02% 187
2021
Q4 		$4.05M Sell
81,202
-38,538
-32% -$2.09M 0.02% 214
2021
Q3 		$6.96M Buy
119,740
+3,136
+3% +$193K 0.04% 181
2021
Q2 		$7.72M Buy
116,604
+3,202
+3% +$204K 0.05% 188
2021
Q1 		$6.71M Buy
113,402
+18,709
+20% +$1.12M 0.05% 179
2020
Q4 		$5.41M Buy
94,693
+3,964
+4% +$223K 0.04% 182
2020
Q3 		$4.8M Buy
90,729
+4,385
+5% +$232K 0.05% 161
2020
Q2 		$4.15M Buy
86,344
+27,349
+46% +$1.29M 0.05% 154
2020
Q1 		$2.52M Buy
+58,995
New +$2.63M 0.06% 137

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

Bank Julius Baer & Co's YUMC Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Yum China (YUMC) stake by 1.9% in Q1 2026, selling an estimated $24.4K and leaving 24,403 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Bank Julius Baer & Co first reported a position in YUMC in Q1 2020 and has held it in 24 quarters since. The position peaked at $23.4M in Q4 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Bank Julius Baer & Co held 24,403 shares of Yum China worth $1.19M as of Q1 2026.
  • Bank Julius Baer & Co sold 471 Yum China shares in Q1 2026, an estimated $24.4K.
  • Yum China made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #367 holding.
  • Bank Julius Baer & Co first reported a position in Yum China in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Yum China position peaked at $23.4M in Q4 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.