Creative Planning
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Creative Planning’s Yum China YUMC Stock Holding History

Creative Planning’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
Q1 		$3.56M Buy
73,037
+1,519
+2% +$78.6K ﹤0.01% 1431
2025
Q4 		$3.41M Sell
71,518
-4,304
-6% -$197K ﹤0.01% 1288
2025
Q3 		$3.25M Buy
75,822
+654
+0.9% +$29.7K ﹤0.01% 1155
2025
Q2 		$3.36M Sell
75,168
-540
-0.7% -$24.1K ﹤0.01% 969
2025
Q1 		$3.94M Buy
75,708
+4,055
+6% +$195K ﹤0.01% 806
2024
Q4 		$3.45M Buy
71,653
+14,846
+26% +$704K ﹤0.01% 822
2024
Q3 		$2.56M Sell
56,807
-3,280
-5% -$109K ﹤0.01% 938
2024
Q2 		$1.85M Sell
60,087
-1,418
-2% -$51.9K ﹤0.01% 1026
2024
Q1 		$2.45M Sell
61,505
-2,874
-4% -$113K ﹤0.01% 887
2023
Q4 		$2.73M Buy
64,379
+2,092
+3% +$97.4K 0.01% 786
2023
Q3 		$3.47M Buy
62,287
+8,102
+15% +$453K ﹤0.01% 641
2023
Q2 		$3.06M Buy
54,185
+1,696
+3% +$102K ﹤0.01% 665
2023
Q1 		$3.33M Buy
52,489
+39
+0.1% +$2.35K ﹤0.01% 613
2022
Q4 		$2.87M Buy
52,450
+170
+0.3% +$8.64K ﹤0.01% 634
2022
Q3 		$2.47M Buy
52,280
+515
+1% +$24.7K ﹤0.01% 624
2022
Q2 		$2.51M Buy
51,765
+504
+1% +$21.2K ﹤0.01% 643
2022
Q1 		$2.13M Buy
51,261
+1,013
+2% +$47.7K ﹤0.01% 698
2021
Q4 		$2.5M Sell
50,248
-20,499
-29% -$1.11M ﹤0.01% 619
2021
Q3 		$4.11M Buy
70,747
+25,022
+55% +$1.54M 0.01% 461
2021
Q2 		$3.03M Sell
45,725
-93,256
-67% -$5.95M 0.01% 541
2021
Q1 		$8.23M Sell
138,981
-1,016
-0.7% -$60.7K 0.02% 309
2020
Q4 		$7.99M Sell
139,997
-3,215
-2% -$181K 0.02% 298
2020
Q3 		$7.58M Buy
143,212
+1,772
+1% +$93.8K 0.02% 255
2020
Q2 		$6.8M Sell
141,440
-11,438
-7% -$539K 0.02% 240
2020
Q1 		$6.52M Sell
152,878
-4,090
-3% -$182K 0.02% 219
2019
Q4 		$7.54M Sell
156,968
-6,209
-4% -$276K 0.02% 238
2019
Q3 		$7.41M Buy
163,177
+519
+0.3% +$23.2K 0.02% 231
2019
Q2 		$7.51M Sell
162,658
-6,688
-4% -$290K 0.03% 224
2019
Q1 		$7.61M Sell
169,346
-2,853
-2% -$112K 0.03% 210
2018
Q4 		$5.77M Buy
172,199
+3,513
+2% +$121K 0.02% 218
2018
Q3 		$5.92M Buy
168,686
+2,900
+2% +$103K 0.02% 242
2018
Q2 		$6.38M Sell
165,786
-473
-0.3% -$18.7K 0.03% 217
2018
Q1 		$6.9M Sell
166,259
-860
-0.5% -$37K 0.03% 191
2017
Q4 		$6.69M Buy
167,119
+1,698
+1% +$69.9K 0.03% 188
2017
Q3 		$6.61M Buy
165,421
+1,152
+0.7% +$42.9K 0.03% 188
2017
Q2 		$6.48M Buy
164,269
+2,535
+2% +$91.5K 0.03% 191
2017
Q1 		$4.4M Sell
161,734
-5,408
-3% -$145K 0.02% 228
2016
Q4 		$4.37M Buy
+167,142
New +$4.55M 0.03% 227

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Creative Planning's YUMC Position: Q1 2026 in Review

Creative Planning increased its Yum China (YUMC) stake by 2.1% in Q1 2026, buying an estimated $78.6K and bringing the position to 73,037 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Creative Planning first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.23M in Q1 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Creative Planning held 73,037 shares of Yum China worth $3.56M as of Q1 2026.
  • Creative Planning bought 1,519 Yum China shares in Q1 2026, an estimated $78.6K.
  • Yum China made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1431 holding.
  • Creative Planning first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • Creative Planning's Yum China position peaked at $8.23M in Q1 2021.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.