Circle Wealth Management’s Yum China YUMC Stock Holding History

Circle Wealth 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 Q2	$1.08M	Buy	+26,450	New	+$1.21M	0.01%	146
2022 Q2	–	Sell	-7,165	Closed	-$357K	–	185
2022 Q1	$357K	Hold	7,165	–	–	0.05%	145
2021 Q4	$357K	Buy	7,165 +4	+0.1%	+$217	0.05%	147
2021 Q3	$416K	Buy	7,161 +3	+0%	+$184	0.06%	131
2021 Q2	$474K	Buy	7,158 +3	+0%	+$191	0.07%	134
2021 Q1	$424K	Buy	7,155 +1,564	+28%	+$93.5K	0.07%	125
2020 Q4	$319K	Buy	5,591 +1	+0%	+$56	0.05%	187
2020 Q3	$296K	Hold	5,590	–	–	0.05%	158
2020 Q2	$269K	Hold	5,590	–	–	0.05%	162
2020 Q1	$238K	Sell	5,590 -389	-7%	-$17.3K	0.05%	165
2019 Q4	$287K	Buy	5,979 +2	+0%	+$89	0.05%	140
2019 Q3	$272K	Buy	5,977 +2	+0%	+$89	0.06%	137
2019 Q2	$276K	Buy	5,975 +393	+7%	+$17.1K	0.06%	131
2019 Q1	$251K	Buy	+5,582	New	+$220K	0.06%	138
2018 Q4	–	Sell	-7,082	Closed	-$249K	–	97
2018 Q3	$249K	Hold	7,082	–	–	0.08%	86
2018 Q2	$272K	Hold	7,082	–	–	0.09%	84
2018 Q1	$294K	Hold	7,082	–	–	0.11%	78
2017 Q4	$283K	Buy	7,082 +1,500	+27%	+$61.7K	0.11%	76
2017 Q3	$223K	Buy	+5,582	New	+$208K	0.09%	78

Other funds holding YUMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

WGI

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

Circle Wealth Management's YUMC Position: Q2 2026 in Review

Circle Wealth Management opened a new position in Yum China (YUMC) in Q2 2026: 26,450 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in YUMC as recently as Q1 2022.

Circle Wealth Management first reported a position in YUMC in Q3 2017 and has held it in 19 quarters since. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Circle Wealth Management held 26,450 shares of Yum China worth $1.08M as of Q2 2026.
Yum China was a new Circle Wealth Management position in Q2 2026.
Yum China made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #146 holding.
Circle Wealth Management first reported a position in Yum China in Q3 2017 and has held it in 19 quarters since.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.