BOK Financial Private Wealth’s Yum China YUMC Stock Holding History

BOK Financial Private Wealth’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	$73.8K	Sell	1,512 -500	-25%	-$25.9K	﹤0.01%	238
2025 Q4	$96.1K	Hold	2,012	–	–	0.01%	226
2025 Q3	$86.4K	Hold	2,012	–	–	0.01%	216
2025 Q2	$90K	Hold	2,012	–	–	0.01%	214
2025 Q1	$105K	Sell	2,012 -1,300	-39%	-$62.4K	0.01%	207
2024 Q4	$160K	Sell	3,312 -830	-20%	-$39.4K	0.01%	179
2024 Q3	$186K	Buy	4,142 +2,642	+176%	+$87.9K	0.01%	172
2024 Q2	$46.3K	Hold	1,500	–	–	﹤0.01%	263
2024 Q1	$59.7K	Hold	1,500	–	–	﹤0.01%	244
2023 Q4	$63.6K	Hold	1,500	–	–	0.01%	220
2023 Q3	$83.6K	Buy	1,500 +500	+50%	+$28K	0.01%	197
2023 Q2	$56.5K	Hold	1,000	–	–	﹤0.01%	221
2023 Q1	$63.4K	Hold	1,000	–	–	0.01%	230
2022 Q4	$54.6K	Sell	1,000 -2,000	-67%	-$102K	﹤0.01%	230
2022 Q3	$142K	Hold	3,000	–	–	0.01%	184
2022 Q2	$146K	Buy	+3,000	New	+$126K	0.01%	188

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BOK Financial Private Wealth's YUMC Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Yum China (YUMC) stake by 25% in Q1 2026, selling an estimated $25.9K and leaving 1,512 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

BOK Financial Private Wealth first reported a position in YUMC in Q2 2022 and has held it in 16 quarters since. The position peaked at $186K in Q3 2024. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

BOK Financial Private Wealth held 1,512 shares of Yum China worth $73.8K as of Q1 2026.
BOK Financial Private Wealth sold 500 Yum China shares in Q1 2026, an estimated $25.9K.
Yum China made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #238 holding.
BOK Financial Private Wealth first reported a position in Yum China in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's Yum China position peaked at $186K in Q3 2024.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.