Carson Wealth (CWM LLC)’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $439K | Buy |
9,009
+498
| +6% | +$25.8K | ﹤0.01% | 2107 |
|
|
2025
Q4 | $406K | Sell |
8,511
-60
| -0.7% | -$2.75K | ﹤0.01% | 2047 |
|
|
2025
Q3 | $368K | Sell |
8,571
-151
| -2% | -$6.87K | ﹤0.01% | 1971 |
|
|
2025
Q2 | $390K | Buy |
8,722
+88
| +1% | +$3.93K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $449K | Buy |
8,634
+1,376
| +19% | +$66K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $350K | Sell |
7,258
-856
| -11% | -$40.6K | ﹤0.01% | 1516 |
|
|
2024
Q3 | $365K | Sell |
8,114
-1,858
| -19% | -$61.8K | ﹤0.01% | 1451 |
|
|
2024
Q2 | $308K | Buy |
9,972
+3,477
| +54% | +$127K | ﹤0.01% | 1380 |
|
|
2024
Q1 | $258K | Buy |
6,495
+1,906
| +42% | +$75.2K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $195K | Buy |
4,589
+123
| +3% | +$5.72K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $249K | Sell |
4,466
-29
| -0.6% | -$1.62K | ﹤0.01% | 1225 |
|
|
2023
Q2 | $254K | Buy |
4,495
+380
| +9% | +$22.9K | ﹤0.01% | 1172 |
|
|
2023
Q1 | $261K | Buy |
4,115
+225
| +6% | +$13.6K | ﹤0.01% | 1103 |
|
|
2022
Q4 | $213K | Buy |
3,890
+1,159
| +42% | +$58.9K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $129K | Sell |
2,731
-734
| -21% | -$35.3K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $168K | Sell |
3,465
-418
| -11% | -$17.6K | ﹤0.01% | 1111 |
|
|
2022
Q1 | $161K | Sell |
3,883
-6,597
| -63% | -$311K | ﹤0.01% | 1131 |
|
|
2021
Q4 | $522K | Buy |
+10,480
| New | +$569K | ﹤0.01% | 717 |
|
|
2021
Q2 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2021
Q1 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2020
Q4 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2020
Q3 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2020
Q2 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2020
Q1 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2019
Q4 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2019
Q3 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2019
Q2 | $1.83M | Hold |
27,626
| – | – | 0.01% | 457 |
|
|
2019
Q1 | $1.83M | Sell |
27,626
-104,788
| -79% | -$4.13M | 0.01% | 457 |
|
|
2018
Q4 | $4.44M | Sell |
132,414
-211,645
| -62% | -$7.26M | 0.11% | 169 |
|
|
2018
Q3 | $12.1M | Buy |
344,059
+69,688
| +25% | +$2.48M | 0.31% | 88 |
|
|
2018
Q2 | $10.6M | Buy |
274,371
+203,311
| +286% | +$8.05M | 0.35% | 72 |
|
|
2018
Q1 | $2.95M | Buy |
71,060
+68,848
| +3,112% | +$2.96M | 0.12% | 142 |
|
|
2017
Q4 | $89K | Sell |
2,212
-94
| -4% | -$3.87K | ﹤0.01% | 442 |
|
|
2017
Q3 | $92K | Buy |
2,306
+199
| +9% | +$7.42K | ﹤0.01% | 425 |
|
|
2017
Q2 | $83K | Sell |
2,107
-130
| -6% | -$4.69K | ﹤0.01% | 404 |
|
|
2017
Q1 | $61K | Sell |
2,237
-213
| -9% | -$5.7K | ﹤0.01% | 424 |
|
|
2016
Q4 | $64K | Buy |
+2,450
| New | +$66.7K | ﹤0.01% | 413 |
|
Other funds holding YUMC
MIP
PCM
BCF
LCAM
WGI
Carson Wealth (CWM LLC)'s YUMC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Yum China (YUMC) stake by 5.9% in Q1 2026, buying an estimated $25.8K and bringing the position to 9,009 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.
Carson Wealth (CWM LLC) first reported a position in YUMC in Q4 2016 and has held it in 37 quarters since. The position peaked at $12.1M in Q3 2018. 703 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.
- Carson Wealth (CWM LLC) held 9,009 shares of Yum China worth $439K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 498 Yum China shares in Q1 2026, an estimated $25.8K.
- Yum China made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2107 holding.
- Carson Wealth (CWM LLC) first reported a position in Yum China in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s Yum China position peaked at $12.1M in Q3 2018.
- 703 funds tracked by Wall St. Rank held Yum China as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.