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Bartlett & Co Wealth Management’s Yum China YUMC Stock Holding History

Bartlett & Co Wealth Management’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 		$1.82M Hold
38,025
– – 0.02% 219
2025
Q4 		$1.82M Hold
38,025
– – 0.02% 222
2025
Q3 		$1.63M Hold
38,025
– – 0.02% 226
2025
Q2 		$1.7M Hold
38,025
– – 0.02% 214
2025
Q1 		$1.98M Hold
38,025
– – 0.03% 191
2024
Q4 		$1.83M Sell
38,025
-119
-0.3% -$5.64K 0.03% 201
2024
Q3 		$1.72M Hold
38,144
– – 0.02% 211
2024
Q2 		$1.18M Hold
38,144
– – 0.02% 238
2024
Q1 		$1.52M Sell
38,144
-371
-1% -$14.6K 0.02% 223
2023
Q4 		$1.63M Sell
38,515
-300
-0.8% -$14K 0.03% 222
2023
Q3 		$2.16M Hold
38,815
– – 0.04% 189
2023
Q2 		$2.19M Buy
38,815
+5,100
+15% +$308K 0.04% 195
2023
Q1 		$2.14M Sell
33,715
-131
-0.4% -$7.91K 0.04% 175
2022
Q4 		$1.85M Sell
33,846
-240
-0.7% -$12.2K 0.04% 185
2022
Q3 		$1.61M Sell
34,086
-84
-0.2% -$4.03K 0.03% 185
2022
Q2 		$1.66M Hold
34,170
– – 0.03% 180
2022
Q1 		$1.42M Sell
34,170
-400
-1% -$18.8K 0.02% 204
2021
Q4 		$1.72M Buy
34,570
+33,465
+3,029% +$1.82M 0.03% 192
2021
Q3 		$64.2K Sell
1,105
-7
-0.6% -$430 ﹤0.01% 473
2021
Q2 		$73.7K Sell
1,112
-1,160
-51% -$74K ﹤0.01% 452
2021
Q1 		$135K Buy
2,272
+84
+4% +$5.02K ﹤0.01% 371
2020
Q4 		$125K Buy
2,188
+7
+0.3% +$393 ﹤0.01% 379
2020
Q3 		$115K Sell
2,181
-680
-24% -$36K ﹤0.01% 368
2020
Q2 		$138K Sell
2,861
-310
-10% -$14.6K ﹤0.01% 348
2020
Q1 		$135K Hold
3,171
– – ﹤0.01% 331
2019
Q4 		$152K Buy
3,171
+180
+6% +$8K ﹤0.01% 365
2019
Q3 		$136K Buy
2,991
+600
+25% +$26.8K ﹤0.01% 366
2019
Q2 		$110K Hold
2,391
– – ﹤0.01% 319
2019
Q1 		$107K Buy
2,391
+1,540
+181% +$60.7K ﹤0.01% 314
2018
Q4 		$28.5K Hold
851
– – ﹤0.01% 484
2018
Q3 		$29.9K Hold
851
– – ﹤0.01% 500
2018
Q2 		$32.7K Hold
851
– – ﹤0.01% 471
2018
Q1 		$35.3K Buy
+851
New +$36.6K ﹤0.01% 464

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

Bartlett & Co Wealth Management's YUMC Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Yum China (YUMC) position steady in Q1 2026 at 38,025 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #219.

Bartlett & Co Wealth Management first reported a position in YUMC in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.19M in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Bartlett & Co Wealth Management held 38,025 shares of Yum China worth $1.82M as of Q1 2026.
  • Bartlett & Co Wealth Management left its Yum China share count unchanged in Q1 2026.
  • Yum China made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Bartlett & Co Wealth Management first reported a position in Yum China in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Yum China position peaked at $2.19M in Q2 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.