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Concord Wealth Partners’s Yum China YUMC Stock Holding History

Concord Wealth 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
Q2 		$40.9K Buy
+1,000
New +$45.8K ﹤0.01% 393
2026
Q1 		– Sell
-1,000
Closed -$47.7K – 814
2025
Q4 		$47.7K Hold
1,000
– – 0.01% 333
2025
Q3 		$42.9K Hold
1,000
– – 0.01% 358
2025
Q2 		$44.7K Sell
1,000
-403
-29% -$18K 0.01% 358
2025
Q1 		$73K Hold
1,403
– – 0.01% 277
2024
Q4 		$67.6K Sell
1,403
-168
-11% -$7.97K 0.01% 293
2024
Q3 		$70.7K Buy
1,571
+570
+57% +$19K 0.01% 295
2024
Q2 		$30.9K Sell
1,001
-936
-48% -$34.3K 0.01% 369
2024
Q1 		$77.1K Buy
1,937
+734
+61% +$29K 0.01% 296
2023
Q4 		$51K Sell
1,203
-462
-28% -$21.5K 0.01% 354
2023
Q3 		$92.8K Sell
1,665
-70
-4% -$3.92K 0.02% 294
2023
Q2 		$98K Buy
1,735
+181
+12% +$10.9K 0.02% 278
2023
Q1 		$98.5K Sell
1,554
-190
-11% -$11.5K 0.03% 253
2022
Q4 		$95.3K Buy
+1,744
New +$88.7K 0.03% 264
2022
Q3 		– Sell
-1,704
Closed -$83K – 1199
2022
Q2 		$83K Hold
1,704
– – 0.02% 288
2022
Q1 		$71K Buy
1,704
+695
+69% +$32.7K 0.02% 367
2021
Q4 		$50K Buy
+1,009
New +$54.7K 0.01% 460
2021
Q3 		– Sell
-1,000
Closed -$66K – 1054
2021
Q2 		$66K Sell
1,000
-62
-6% -$3.95K 0.02% 307
2021
Q1 		$63K Hold
1,062
– – 0.02% 300
2020
Q4 		$61K Buy
+1,062
New +$59.6K 0.05% 182

Other funds holding YUMC

JP Morgan Chase
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
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

Concord Wealth Partners's YUMC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Yum China (YUMC) in Q2 2026: 1,000 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in YUMC as recently as Q4 2025.

Concord Wealth Partners first reported a position in YUMC in Q4 2020 and has held it in 20 quarters since. The position peaked at $98.5K in Q1 2023. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Concord Wealth Partners held 1,000 shares of Yum China worth $40.9K as of Q2 2026.
  • Yum China was a new Concord Wealth Partners position in Q2 2026.
  • Yum China made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • Concord Wealth Partners first reported a position in Yum China in Q4 2020 and has held it in 20 quarters since.
  • Concord Wealth Partners's Yum China position peaked at $98.5K in Q1 2023.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.