Dogwood Wealth Management’s Yum China YUMC Stock Holding History

Dogwood 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
2026 Q2	$844	Hold	21	–	–	﹤0.01%	787
2026 Q1	$1K	Buy	21 +1	+5%	+$52	﹤0.01%	754
2025 Q4	$974	Hold	20	–	–	﹤0.01%	629
2025 Q3	$871	Hold	20	–	–	﹤0.01%	612
2025 Q2	$958	Hold	20	–	–	﹤0.01%	615
2025 Q1	$1.04K	Hold	20	–	–	﹤0.01%	428
2024 Q4	$962	Hold	20	–	–	﹤0.01%	243
2024 Q3	$899	Hold	20	–	–	﹤0.01%	183
2024 Q2	$613	Hold	20	–	–	﹤0.01%	232
2024 Q1	$787	Hold	20	–	–	﹤0.01%	226
2023 Q4	$837	Buy	+20	New	+$931	﹤0.01%	202

Other funds holding YUMC

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 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 Malvern, Pennsylvania $4.68T AUM

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

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

Dogwood Wealth Management's YUMC Position: Q2 2026 in Review

Dogwood Wealth Management held its Yum China (YUMC) position steady in Q2 2026 at 21 shares worth $844. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Dogwood Wealth Management first reported a position in YUMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04K in Q1 2025. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Dogwood Wealth Management held 21 shares of Yum China worth $844 as of Q2 2026.
Dogwood Wealth Management left its Yum China share count unchanged in Q2 2026.
Yum China made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #787 holding.
Dogwood Wealth Management first reported a position in Yum China in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Yum China position peaked at $1.04K in Q1 2025.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.