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Birchwood Financial Partners’s Yum China YUMC Stock Holding History

Birchwood Financial Partners’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 		$4.34K Hold
106
– – ﹤0.01% 312
2026
Q1 		$5.16K Sell
106
-13
-11% -$673 0.01% 309
2025
Q4 		$5.7K Buy
+119
New +$5.45K 0.01% 302

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

Birchwood Financial Partners's YUMC Position: Q2 2026 in Review

Birchwood Financial Partners held its Yum China (YUMC) position steady in Q2 2026 at 106 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Birchwood Financial Partners first reported a position in YUMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.7K in Q4 2025. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Birchwood Financial Partners held 106 shares of Yum China worth $4.34K as of Q2 2026.
  • Birchwood Financial Partners left its Yum China share count unchanged in Q2 2026.
  • Yum China made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #312 holding.
  • Birchwood Financial Partners first reported a position in Yum China in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Yum China position peaked at $5.7K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.