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Bogart Wealth LLC’s Yum China YUMC Stock Holding History

Bogart Wealth LLC’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 		$76.9K Sell
1,882
-24
-1% -$1.1K ﹤0.01% 443
2026
Q1 		$93K Buy
1,906
+23
+1% +$1.19K ﹤0.01% 369
2025
Q4 		$89.9K Sell
1,883
-178
-9% -$8.15K ﹤0.01% 353
2025
Q3 		$88.5K Buy
2,061
+1
+0% +$45 ﹤0.01% 346
2025
Q2 		$92.1K Buy
2,060
+59
+3% +$2.64K ﹤0.01% 335
2025
Q1 		$104K Buy
2,001
+1
+0.1% +$48 ﹤0.01% 307
2024
Q4 		$96.3K Hold
2,000
– – ﹤0.01% 320
2024
Q3 		$90K Buy
2,000
+1
+0.1% +$33 ﹤0.01% 321
2024
Q2 		$61.6K Buy
1,999
+61
+3% +$2.23K ﹤0.01% 364
2024
Q1 		$77.1K Buy
1,938
+26
+1% +$1.03K ﹤0.01% 313
2023
Q4 		$81.1K Buy
1,912
+68
+4% +$3.17K ﹤0.01% 294
2023
Q3 		$103K Sell
1,844
-15
-0.8% -$839 0.01% 249
2023
Q2 		$105K Buy
1,859
+281
+18% +$16.9K 0.01% 240
2023
Q1 		$100K Hold
1,578
– – 0.01% 231
2022
Q4 		$86.2K Sell
1,578
-480
-23% -$24.4K 0.01% 243
2022
Q3 		$97K Buy
2,058
+1
+0% +$48 0.01% 225
2022
Q2 		$100K Buy
2,057
+827
+67% +$34.8K 0.01% 208
2022
Q1 		$51K Buy
1,230
+499
+68% +$23.5K ﹤0.01% 270
2021
Q4 		$36K Hold
731
– – ﹤0.01% 302
2021
Q3 		$42K Buy
731
+1
+0.1% +$61 ﹤0.01% 265
2021
Q2 		$48K Sell
730
-113
-13% -$7.21K 0.01% 244
2021
Q1 		$50K Buy
843
+1
+0.1% +$60 0.01% 231
2020
Q4 		$48K Hold
842
– – 0.01% 202
2020
Q3 		$44K Sell
842
-100
-11% -$5.29K 0.01% 203
2020
Q2 		$45K Buy
942
+49
+5% +$2.31K 0.01% 188
2020
Q1 		$38K Hold
893
– – 0.01% 179
2019
Q4 		$43K Buy
893
+213
+31% +$9.47K 0.01% 181
2019
Q3 		$31K Hold
680
– – 0.02% 190
2019
Q2 		$31K Sell
680
-140
-17% -$6.08K 0.02% 172
2019
Q1 		$36K Buy
820
+140
+21% +$5.51K 0.02% 159
2018
Q4 		$22K Hold
680
– – 0.01% 197
2018
Q3 		$24K Hold
680
– – 0.01% 184
2018
Q2 		$26K Hold
680
– – 0.02% 184
2018
Q1 		$27K Hold
680
– – 0.02% 178
2017
Q4 		$27K Hold
680
– – 0.02% 181
2017
Q3 		$29K Buy
+680
New +$25.3K 0.02% 170

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

Bogart Wealth LLC's YUMC Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Yum China (YUMC) stake by 1.3% in Q2 2026, selling an estimated $1.1K and leaving 1,882 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Bogart Wealth LLC first reported a position in YUMC in Q3 2017 and has held it in 36 quarters since. The position peaked at $105K in Q2 2023. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Bogart Wealth LLC held 1,882 shares of Yum China worth $76.9K as of Q2 2026.
  • Bogart Wealth LLC sold 24 Yum China shares in Q2 2026, an estimated $1.1K.
  • Yum China made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #443 holding.
  • Bogart Wealth LLC first reported a position in Yum China in Q3 2017 and has held it in 36 quarters since.
  • Bogart Wealth LLC's Yum China position peaked at $105K in Q2 2023.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.