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Confluence Investment Management’s Yum China YUMC Stock Holding History

Confluence Investment 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 		$261K Buy
6,395
+769
+14% +$35.2K ﹤0.01% 270
2026
Q1 		$274K Buy
5,626
+186
+3% +$9.63K ﹤0.01% 261
2025
Q4 		$260K Hold
5,440
– – ﹤0.01% 272
2025
Q3 		$233K Buy
+5,440
New +$247K ﹤0.01% 273
2025
Q2 		– Sell
-4,524
Closed -$236K – 309
2025
Q1 		$236K Sell
4,524
-367
-8% -$17.6K ﹤0.01% 272
2024
Q4 		$236K Buy
+4,891
New +$232K ﹤0.01% 280
2023
Q4 		– Sell
-4,015
Closed -$224K – 305
2023
Q3 		$224K Sell
4,015
-597
-13% -$33.4K ﹤0.01% 276
2023
Q2 		$261K Hold
4,612
– – ﹤0.01% 276
2023
Q1 		$292K Sell
4,612
-133
-3% -$8.03K ﹤0.01% 272
2022
Q4 		$259K Sell
4,745
-102
-2% -$5.18K ﹤0.01% 280
2022
Q3 		$229K Sell
4,847
-178
-4% -$8.55K ﹤0.01% 284
2022
Q2 		$244K Sell
5,025
-50
-1% -$2.11K ﹤0.01% 288
2022
Q1 		$211K Sell
5,075
-613
-11% -$28.9K ﹤0.01% 305
2021
Q4 		$284K Sell
5,688
-338
-6% -$18.3K ﹤0.01% 272
2021
Q3 		$350K Buy
6,026
+40
+0.7% +$2.46K ﹤0.01% 256
2021
Q2 		$397K Sell
5,986
-260
-4% -$16.6K 0.01% 246
2021
Q1 		$370K Buy
6,246
+42
+0.7% +$2.51K 0.01% 251
2020
Q4 		$354K Sell
6,204
-132
-2% -$7.41K 0.01% 256
2020
Q3 		$336K Sell
6,336
-89
-1% -$4.71K 0.01% 252
2020
Q2 		$309K Hold
6,425
– – 0.01% 254
2020
Q1 		$274K Buy
+6,425
New +$287K 0.01% 256

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

Confluence Investment Management's YUMC Position: Q2 2026 in Review

Confluence Investment Management increased its Yum China (YUMC) stake by 14% in Q2 2026, buying an estimated $35.2K and bringing the position to 6,395 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Confluence Investment Management first reported a position in YUMC in Q1 2020 and has held it in 21 quarters since. The position peaked at $397K in Q2 2021. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Confluence Investment Management held 6,395 shares of Yum China worth $261K as of Q2 2026.
  • Confluence Investment Management bought 769 Yum China shares in Q2 2026, an estimated $35.2K.
  • Yum China made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #270 holding.
  • Confluence Investment Management first reported a position in Yum China in Q1 2020 and has held it in 21 quarters since.
  • Confluence Investment Management's Yum China position peaked at $397K in Q2 2021.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.