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Confluence Wealth Services’s Yum China YUMC Stock Holding History

Confluence Wealth Services’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 		$272K Buy
6,660
+880
+15% +$40.3K 0.01% 416
2026
Q1 		$282K Buy
5,780
+11
+0.2% +$570 0.01% 326
2025
Q4 		$275K Buy
5,769
+9
+0.2% +$412 0.01% 330
2025
Q3 		$247K Buy
5,760
+10
+0.2% +$455 0.01% 338
2025
Q2 		$257K Buy
5,750
+10
+0.2% +$447 0.01% 326
2025
Q1 		$269K Buy
5,740
+8
+0.1% +$384 0.02% 301
2024
Q4 		$256K Sell
5,732
-215
-4% -$10.2K 0.02% 292
2024
Q3 		$268K Buy
+5,947
New +$198K 0.02% 298
2024
Q2 		– Sell
-5,824
Closed -$232K – 372
2024
Q1 		$232K Buy
5,824
+28
+0.5% +$1.1K 0.02% 307
2023
Q4 		$246K Buy
5,796
+5
+0.1% +$233 0.03% 262
2023
Q3 		$323K Buy
5,791
+4
+0.1% +$224 0.06% 204
2023
Q2 		$327K Buy
5,787
+4
+0.1% +$241 0.07% 204
2023
Q1 		$367K Buy
5,783
+4
+0.1% +$241 0.09% 169
2022
Q4 		$316K Buy
5,779
+4
+0.1% +$203 0.08% 182
2022
Q3 		$273K Sell
5,775
-339
-6% -$16.3K 0.12% 185
2022
Q2 		$295K Buy
6,114
+5
+0.1% +$211 0.13% 197
2022
Q1 		$253K Sell
6,109
-14
-0.2% -$659 0.09% 209
2021
Q4 		$305K Buy
+6,123
New +$332K 0.1% 183

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 Wealth Services's YUMC Position: Q2 2026 in Review

Confluence Wealth Services increased its Yum China (YUMC) stake by 15% in Q2 2026, buying an estimated $40.3K and bringing the position to 6,660 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #416.

Confluence Wealth Services first reported a position in YUMC in Q4 2021 and has held it in 18 quarters since. The position peaked at $367K in Q1 2023. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Confluence Wealth Services held 6,660 shares of Yum China worth $272K as of Q2 2026.
  • Confluence Wealth Services bought 880 Yum China shares in Q2 2026, an estimated $40.3K.
  • Yum China made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #416 holding.
  • Confluence Wealth Services first reported a position in Yum China in Q4 2021 and has held it in 18 quarters since.
  • Confluence Wealth Services's Yum China position peaked at $367K in Q1 2023.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.