CWM
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Congress Wealth Management’s Yum China YUMC Stock Holding History

Congress 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
2025
Q2 		$1.1M Sell
24,523
-993
-4% -$44.4K 0.01% 680
2025
Q1 		$1.33M Buy
+25,516
New +$1.22M 0.02% 565
2024
Q1 		– Sell
-7,741
Closed -$328K – 646
2023
Q4 		$328K Sell
7,741
-16,688
-68% -$777K 0.01% 515
2023
Q3 		$1.36M Buy
24,429
+1,447
+6% +$81K 0.03% 340
2023
Q2 		$1.3M Sell
22,982
-3,929
-15% -$237K 0.03% 312
2023
Q1 		$1.71M Buy
26,911
+793
+3% +$47.9K 0.04% 289
2022
Q4 		$1.43M Sell
26,118
-892
-3% -$45.3K 0.04% 302
2022
Q3 		$1.28M Sell
27,010
-1,607
-6% -$77.2K 0.03% 309
2022
Q2 		$1.39M Buy
28,617
+2,917
+11% +$123K 0.04% 310
2022
Q1 		$1.07M Buy
25,700
+17,459
+212% +$822K 0.02% 342
2021
Q4 		$411K Buy
+8,241
New +$447K 0.01% 491

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return