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 New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Congress Wealth Management's YUMC Position: Q2 2025 in Review

Congress Wealth Management reduced its Yum China (YUMC) stake by 3.9% in Q2 2025, selling an estimated $44.4K and leaving 24,523 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #680.

Congress Wealth Management first reported a position in YUMC in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2023. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

Congress Wealth Management held 24,523 shares of Yum China worth $1.1M as of Q2 2025.
Congress Wealth Management sold 993 Yum China shares in Q2 2025, an estimated $44.4K.
Yum China made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #680 holding.
Congress Wealth Management first reported a position in Yum China in Q4 2021 and has held it in 11 quarters since.
Congress Wealth Management's Yum China position peaked at $1.71M in Q1 2023.
689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.