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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
Q2 		– Sell
-5,542
Closed -$270K – 1291
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
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

CreativeOne Wealth's YUMC Position: Q2 2026 in Review

CreativeOne Wealth sold out of Yum China (YUMC) in Q2 2026, closing a stake of 5,542 shares — an estimated $270K sold.

CreativeOne Wealth first reported a position in YUMC in Q4 2020 and held it in 19 quarters. The position peaked at $520K in Q2 2021. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • CreativeOne Wealth reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 5,542 Yum China shares in Q2 2026, an estimated $270K.
  • CreativeOne Wealth first reported a position in Yum China in Q4 2020 and held it in 19 quarters.
  • CreativeOne Wealth's Yum China position peaked at $520K in Q2 2021.
  • 661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.