Boston Research & Management’s Yum China YUMC Stock Holding History

Boston Research & 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	–	Sell	-4,389	Closed	-$209K	–	122
2025 Q4	$209K	Buy	+4,389	New	+$201K	0.05%	116
2025 Q2	–	Sell	-4,320	Closed	-$224K	–	120
2025 Q1	$224K	Hold	4,320	–	–	0.06%	107
2024 Q4	$208K	Buy	+4,320	New	+$205K	0.05%	112
2023 Q4	–	Sell	-4,320	Closed	-$240K	–	115
2023 Q3	$240K	Hold	4,320	–	–	0.07%	102
2023 Q2	$244K	Hold	4,320	–	–	0.07%	103
2023 Q1	$273K	Sell	4,320 -22	-0.5%	-$1.33K	0.08%	99
2022 Q4	$237K	Buy	4,342 +22	+0.5%	+$1.12K	0.07%	103
2022 Q3	$204K	Hold	4,320	–	–	0.07%	102
2022 Q2	$209K	Buy	+4,320	New	+$182K	0.07%	102
2022 Q1	–	Sell	-4,320	Closed	-$215K	–	117
2021 Q4	$215K	Hold	4,320	–	–	0.06%	111
2021 Q3	$251K	Hold	4,320	–	–	0.07%	101
2021 Q2	$286K	Hold	4,320	–	–	0.09%	95
2021 Q1	$255K	Hold	4,320	–	–	0.08%	98
2020 Q4	$246K	Hold	4,320	–	–	0.09%	97
2020 Q3	$228K	Hold	4,320	–	–	0.09%	94
2020 Q2	$207K	Buy	+4,320	New	+$204K	0.09%	95
2020 Q1	–	Sell	-4,320	Closed	-$207K	–	101
2019 Q4	$207K	Buy	+4,320	New	+$192K	0.08%	101

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

Boston Research & Management's YUMC Position: Q1 2026 in Review

Boston Research & Management sold out of Yum China (YUMC) in Q1 2026, closing a stake of 4,389 shares — an estimated $209K sold.

Boston Research & Management first reported a position in YUMC in Q4 2019 and held it in 17 quarters. The position peaked at $286K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Boston Research & Management reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
Boston Research & Management sold 4,389 Yum China shares in Q1 2026, an estimated $209K.
Boston Research & Management first reported a position in Yum China in Q4 2019 and held it in 17 quarters.
Boston Research & Management's Yum China position peaked at $286K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.