Cerity Partners’s Yum China YUMC Stock Holding History

Cerity Partners’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	$3.54M	Buy	72,515 +8,371	+13%	+$433K	0.01%	1174
2025 Q4	$3.06M	Sell	64,144 -1,375	-2%	-$63K	﹤0.01%	1167
2025 Q3	$2.81M	Buy	65,519 +5,863	+10%	+$267K	﹤0.01%	1126
2025 Q2	$2.67M	Sell	59,656 -4,898	-8%	-$219K	﹤0.01%	1081
2025 Q1	$3.36M	Buy	64,554 +5,274	+9%	+$253K	0.01%	897
2024 Q4	$2.84M	Sell	59,280 -1,120	-2%	-$53.1K	0.01%	954
2024 Q3	$2.72M	Buy	60,400 +5,500	+10%	+$183K	0.01%	954
2024 Q2	$1.69M	Sell	54,900 -3,196	-6%	-$117K	﹤0.01%	980
2024 Q1	$2.31M	Sell	58,096 -537	-0.9%	-$21.2K	0.01%	909
2023 Q4	$2.49M	Buy	58,633 +2,350	+4%	+$109K	0.01%	703
2023 Q3	$3.14M	Sell	56,283 -8,117	-13%	-$454K	0.02%	498
2023 Q2	$3.64M	Buy	64,400 +47,382	+278%	+$2.86M	0.01%	576
2023 Q1	$1.92M	Buy	17,018 +874	+5%	+$52.8K	﹤0.01%	734
2022 Q4	$883K	Buy	16,144 +3,129	+24%	+$159K	0.01%	730
2022 Q3	$617K	Buy	13,015 +2,875	+28%	+$138K	0.01%	637
2022 Q2	$491K	Buy	10,140 +3,222	+47%	+$136K	0.01%	750
2022 Q1	$287K	Buy	6,918 +3,844	+125%	+$181K	﹤0.01%	739
2021 Q4	$444K	Sell	3,074 -2,720	-47%	-$148K	0.01%	630
2021 Q3	$337K	Sell	5,794 -633	-10%	-$38.9K	0.01%	544
2021 Q2	$426K	Buy	6,427 +507	+9%	+$32.3K	0.01%	506
2021 Q1	$351K	Sell	5,920 -3,100	-34%	-$185K	0.01%	515
2020 Q4	$515K	Buy	9,020 +3,063	+51%	+$172K	0.02%	407
2020 Q3	$315K	Buy	+5,957	New	+$315K	0.01%	394
2019 Q4	–	Sell	-5,532	Closed	-$251K	–	577
2019 Q3	$251K	Sell	5,532 -113	-2%	-$5.05K	0.01%	421
2019 Q2	$261K	Sell	5,645 -2,134	-27%	-$92.7K	0.02%	416
2019 Q1	$349K	Sell	7,779 -327	-4%	-$12.9K	0.02%	389
2018 Q4	$272K	Sell	8,106 -17	-0.2%	-$583	0.02%	423
2018 Q3	$285K	Buy	8,123 +229	+3%	+$8.16K	0.02%	431
2018 Q2	$304K	Buy	7,894 +737	+10%	+$29.2K	0.02%	416
2018 Q1	$297K	Sell	7,157 -844	-11%	-$36.3K	0.02%	437
2017 Q4	$320K	Sell	8,001 -430	-5%	-$17.7K	0.02%	429
2017 Q3	$337K	Sell	8,431 -3,356	-28%	-$125K	0.02%	403
2017 Q2	$465K	Sell	11,787 -1,876	-14%	-$67.7K	0.04%	235
2017 Q1	$372K	Buy	+13,663	New	+$365K	0.03%	296

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

Cerity Partners's YUMC Position: Q1 2026 in Review

Cerity Partners increased its Yum China (YUMC) stake by 13% in Q1 2026, buying an estimated $433K and bringing the position to 72,515 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #1174.

Cerity Partners first reported a position in YUMC in Q1 2017 and has held it in 34 quarters since. The position peaked at $3.64M in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Cerity Partners held 72,515 shares of Yum China worth $3.54M as of Q1 2026.
Cerity Partners bought 8,371 Yum China shares in Q1 2026, an estimated $433K.
Yum China made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1174 holding.
Cerity Partners first reported a position in Yum China in Q1 2017 and has held it in 34 quarters since.
Cerity Partners's Yum China position peaked at $3.64M in Q2 2023.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.