CreativeOne Wealth’s Yum China YUMC Stock Holding History

CreativeOne Wealth’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	$270K	Sell	5,542 -2,671	-33%	-$138K	0.01%	1013
2025 Q4	$392K	Sell	8,213 -48	-0.6%	-$2.2K	0.01%	865
2025 Q3	$355K	Buy	8,261 +235	+3%	+$10.7K	0.01%	883
2025 Q2	$359K	Buy	8,026 +124	+2%	+$5.54K	0.01%	862
2025 Q1	$411K	Buy	7,902 +5	+0.1%	+$240	0.01%	751
2024 Q4	$380K	Buy	7,897 +164	+2%	+$7.78K	0.01%	786
2024 Q3	$348K	Buy	+7,733	New	+$257K	0.01%	738
2024 Q2	–	Sell	-7,840	Closed	-$312K	–	936
2024 Q1	$312K	Buy	+7,840	New	+$309K	0.01%	709
2023 Q3	–	Sell	-8,365	Closed	-$473K	–	848
2023 Q2	$473K	Buy	8,365 +505	+6%	+$30.5K	0.02%	509
2023 Q1	$498K	Buy	7,860 +15	+0.2%	+$906	0.02%	473
2022 Q4	$429K	Sell	7,845 -37	-0.5%	-$1.88K	0.02%	476
2022 Q3	$373K	Buy	7,882 +46	+0.6%	+$2.21K	0.02%	476
2022 Q2	$380K	Buy	7,836 +21	+0.3%	+$884	0.02%	480
2022 Q1	$325K	Sell	7,815 -8	-0.1%	-$377	0.02%	559
2021 Q4	$390K	Sell	7,823 -66	-0.8%	-$3.58K	0.02%	517
2021 Q3	$458K	Buy	7,889 +36	+0.5%	+$2.21K	0.03%	425
2021 Q2	$520K	Buy	7,853 +13	+0.2%	+$829	0.03%	372
2021 Q1	$464K	Buy	7,840 +665	+9%	+$39.7K	0.04%	341
2020 Q4	$410K	Buy	+7,175	New	+$403K	0.03%	317

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CreativeOne Wealth's YUMC Position: Q1 2026 in Review

CreativeOne Wealth reduced its Yum China (YUMC) stake by 33% in Q1 2026, selling an estimated $138K and leaving 5,542 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1013.

CreativeOne Wealth first reported a position in YUMC in Q4 2020 and has held it in 19 quarters since. The position peaked at $520K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

CreativeOne Wealth held 5,542 shares of Yum China worth $270K as of Q1 2026.
CreativeOne Wealth sold 2,671 Yum China shares in Q1 2026, an estimated $138K.
Yum China made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1013 holding.
CreativeOne Wealth first reported a position in Yum China in Q4 2020 and has held it in 19 quarters since.
CreativeOne Wealth's Yum China position peaked at $520K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.