Bank of Montreal
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Bank of Montreal’s Yum China YUMC Stock Holding History

Bank of Montreal’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 		$19.6M Sell
402,153
-7,758
-2% -$402K 0.01% 844
2025
Q4 		$19.6M Buy
409,911
+158,206
+63% +$7.25M 0.01% 865
2025
Q3 		$10.8M Buy
251,705
+33,953
+16% +$1.54M ﹤0.01% 1023
2025
Q2 		$9.74M Buy
217,752
+3,900
+2% +$174K ﹤0.01% 986
2025
Q1 		$11.1M Sell
213,852
-4,331
-2% -$208K 0.01% 892
2024
Q4 		$10.5M Sell
218,183
-20,358
-9% -$965K ﹤0.01% 977
2024
Q3 		$10.8M Sell
238,541
-218,664
-48% -$7.28M ﹤0.01% 1010
2024
Q2 		$17.3M Buy
457,205
+190,582
+71% +$6.98M 0.01% 818
2024
Q1 		$10.6M Buy
266,623
+54,748
+26% +$2.16M ﹤0.01% 952
2023
Q4 		$9M Sell
211,875
-23,787
-10% -$1.11M ﹤0.01% 1071
2023
Q3 		$13.7M Sell
235,662
-11,296
-5% -$632K ﹤0.01% 859
2023
Q2 		$14.7M Sell
246,958
-42,983
-15% -$2.59M 0.01% 853
2023
Q1 		$18.4M Sell
289,941
-192,534
-40% -$11.6M 0.01% 715
2022
Q4 		$26.5M Sell
482,475
-170,751
-26% -$8.68M 0.01% 603
2022
Q3 		$31.6K Buy
653,226
+422,129
+183% +$20.3M 0.01% 522
2022
Q2 		$11.1K Sell
231,097
-8,663
-4% -$365K 0.01% 1014
2022
Q1 		$10.5M Sell
239,760
-5,271
-2% -$248K 0.01% 1125
2021
Q4 		$12.1M Buy
+245,031
New +$13.3M 0.01% 893
2021
Q3 		– Sell
-496,133
Closed -$32.7M – 3970
2021
Q2 		$32.7M Buy
496,133
+201,100
+68% +$12.8M 0.02% 681
2021
Q1 		$17.8M Sell
295,033
-66,527
-18% -$3.98M 0.01% 735
2020
Q4 		$21.6M Sell
361,560
-12,866
-3% -$723K 0.01% 670
2020
Q3 		$20M Sell
374,426
-830,109
-69% -$43.9M 0.02% 591
2020
Q2 		$62M Sell
1,204,535
-94,022
-7% -$4.43M 0.06% 283
2020
Q1 		$54.5M Sell
1,298,557
-877,274
-40% -$39.1M 0.06% 252
2019
Q4 		$104M Sell
2,175,831
-503,464
-19% -$22.4M 0.08% 227
2019
Q3 		$122M Buy
2,679,295
+39,136
+1% +$1.75M 0.11% 170
2019
Q2 		$122M Sell
2,640,159
-198,695
-7% -$8.63M 0.1% 174
2019
Q1 		$127M Sell
2,838,854
-91,655
-3% -$3.61M 0.11% 168
2018
Q4 		$98.3M Sell
2,930,509
-952,198
-25% -$32.7M 0.09% 192
2018
Q3 		$136M Buy
3,882,707
+96,948
+3% +$3.45M 0.11% 183
2018
Q2 		$146M Sell
3,785,759
-43,537
-1% -$1.72M 0.12% 164
2018
Q1 		$159M Buy
3,829,296
+388,457
+11% +$16.7M 0.14% 151
2017
Q4 		$138M Sell
3,440,839
-1,253
-0% -$51.5K 0.12% 174
2017
Q3 		$138M Buy
3,442,092
+794,820
+30% +$29.6M 0.13% 160
2017
Q2 		$104M Buy
2,647,272
+136,208
+5% +$4.92M 0.1% 192
2017
Q1 		$68.3M Buy
2,511,064
+2,027,352
+419% +$54.2M 0.06% 251
2016
Q4 		$13.6M Buy
+483,712
New +$13.2M 0.01% 687

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 $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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 $2.85B AUM 55.09% 1-Year Est. Return

Bank of Montreal's YUMC Position: Q1 2026 in Review

Bank of Montreal reduced its Yum China (YUMC) stake by 1.9% in Q1 2026, selling an estimated $402K and leaving 402,153 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #844.

Bank of Montreal first reported a position in YUMC in Q4 2016 and has held it in 37 quarters since. The position peaked at $159M in Q1 2018. 703 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Bank of Montreal held 402,153 shares of Yum China worth $19.6M as of Q1 2026.
  • Bank of Montreal sold 7,758 Yum China shares in Q1 2026, an estimated $402K.
  • Yum China made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #844 holding.
  • Bank of Montreal first reported a position in Yum China in Q4 2016 and has held it in 37 quarters since.
  • Bank of Montreal's Yum China position peaked at $159M in Q1 2018.
  • 703 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.