Center for Financial Planning’s Yum China YUMC Stock Holding History

Center for Financial Planning’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	$87.9K	Hold	2,150	–	–	0.01%	258
2026 Q1	$105K	Hold	2,150	–	–	0.01%	226
2025 Q4	$103K	Hold	2,150	–	–	0.01%	226
2025 Q3	$92.3K	Buy	2,150 +323	+18%	+$14.7K	0.01%	235
2025 Q2	$81.7K	Hold	1,827	–	–	0.01%	239
2025 Q1	$95.1K	Hold	1,827	–	–	0.01%	207
2024 Q4	$88K	Hold	1,827	–	–	0.01%	208
2024 Q3	$82.2K	Buy	1,827 +1,681	+1,151%	+$56K	0.01%	198
2024 Q2	$4.5K	Sell	146 -50	-26%	-$1.83K	﹤0.01%	461
2024 Q1	$7.8K	Hold	196	–	–	﹤0.01%	431
2023 Q4	$8.32K	Hold	196	–	–	﹤0.01%	389
2023 Q3	$10.9K	Hold	196	–	–	﹤0.01%	347
2023 Q2	$11.1K	Hold	196	–	–	﹤0.01%	371
2023 Q1	$12.4K	Hold	196	–	–	﹤0.01%	335
2022 Q4	$10.7K	Buy	+196	New	+$9.96K	﹤0.01%	352
2020 Q2	–	Sell	-1,681	Closed	-$72K	–	591
2020 Q1	$72K	Buy	1,681 +1,617	+2,527%	+$72.1K	0.02%	150
2019 Q4	$3K	Buy	+64	New	+$2.84K	﹤0.01%	419

Other funds holding YUMC

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Center for Financial Planning's YUMC Position: Q2 2026 in Review

Center for Financial Planning held its Yum China (YUMC) position steady in Q2 2026 at 2,150 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #258.

Center for Financial Planning first reported a position in YUMC in Q4 2019 and has held it in 17 quarters since. The position peaked at $105K in Q1 2026. 351 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Center for Financial Planning held 2,150 shares of Yum China worth $87.9K as of Q2 2026.
Center for Financial Planning left its Yum China share count unchanged in Q2 2026.
Yum China made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #258 holding.
Center for Financial Planning first reported a position in Yum China in Q4 2019 and has held it in 17 quarters since.
Center for Financial Planning's Yum China position peaked at $105K in Q1 2026.
351 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.