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Bernard Wealth Management’s Yum China YUMC Stock Holding History

Bernard 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
Q2 		$13.2K Hold
324
– – ﹤0.01% 216
2026
Q1 		$15.8K Hold
324
– – 0.01% 200
2025
Q4 		$15.5K Hold
324
– – 0.01% 200
2025
Q3 		$13.9K Hold
324
– – 0.01% 204
2025
Q2 		$14.5K Hold
324
– – 0.01% 200
2025
Q1 		$16.9K Hold
324
– – 0.01% 196
2024
Q4 		$15.6K Buy
+324
New +$15.4K 0.01% 196

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

Bernard Wealth Management's YUMC Position: Q2 2026 in Review

Bernard Wealth Management held its Yum China (YUMC) position steady in Q2 2026 at 324 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Bernard Wealth Management first reported a position in YUMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q1 2025. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Bernard Wealth Management held 324 shares of Yum China worth $13.2K as of Q2 2026.
  • Bernard Wealth Management left its Yum China share count unchanged in Q2 2026.
  • Yum China made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Bernard Wealth Management first reported a position in Yum China in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Yum China position peaked at $16.9K in Q1 2025.
  • 661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.