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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
Q3 		$266K Buy
6,480
+85
+1% +$3.78K ﹤0.01% 276
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

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Confluence Investment Management's YUMC Position: Q3 2026 in Review

Confluence Investment Management increased its Yum China (YUMC) stake by 1.3% in Q3 2026, buying an estimated $3.78K and bringing the position to 6,480 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Confluence Investment Management first reported a position in YUMC in Q1 2020 and has held it in 22 quarters since. The position peaked at $397K in Q2 2021. 27 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Confluence Investment Management held 6,480 shares of Yum China worth $266K as of Q3 2026.
  • Confluence Investment Management bought 85 Yum China shares in Q3 2026, an estimated $3.78K.
  • Yum China made up ﹤0.01% of Confluence Investment Management's portfolio in Q3 2026, its #276 holding.
  • Confluence Investment Management first reported a position in Yum China in Q1 2020 and has held it in 22 quarters since.
  • Confluence Investment Management's Yum China position peaked at $397K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.