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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
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 $1.56T 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

Bernard Wealth Management's YUMC Position: Q1 2026 in Review

Bernard Wealth Management held its Yum China (YUMC) position steady in Q1 2026 at 324 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #200.

Bernard Wealth Management first reported a position in YUMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.9K in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Bernard Wealth Management held 324 shares of Yum China worth $15.8K as of Q1 2026.
  • Bernard Wealth Management left its Yum China share count unchanged in Q1 2026.
  • Yum China made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Bernard Wealth Management first reported a position in Yum China in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Yum China position peaked at $16.9K in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.