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
2024
Q2 		– Sell
-35,800
Closed -$1.43M – 4298
2024
Q1 		$1.43M Buy
35,800
+10,700
+43% +$422K ﹤0.01% 1810
2023
Q4 		$1.07M Buy
+25,100
New +$1.17M ﹤0.01% 2004

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

Bank of Montreal's YUMC Position: Q2 2026 in Review

Bank of Montreal reduced its Yum China (YUMC) stake by 14% in Q2 2026, selling an estimated $2.6M and leaving 345,305 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Bank of Montreal first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $159M in Q1 2018. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Bank of Montreal held 345,305 shares of Yum China worth $14.1M as of Q2 2026.
  • Bank of Montreal sold 56,848 Yum China shares in Q2 2026, an estimated $2.6M.
  • Yum China made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1045 holding.
  • Bank of Montreal first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • Bank of Montreal's Yum China position peaked at $159M in Q1 2018.
  • 665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.