EP Wealth Advisors’s Yum China YUMC Stock Holding History

EP Wealth Advisors’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	$323K	Buy	7,914 +2,215	+39%	+$101K	﹤0.01%	1248
2026 Q1	$278K	Sell	5,699 -200	-3%	-$10.4K	﹤0.01%	1214
2025 Q4	$282K	Buy	+5,899	New	+$270K	﹤0.01%	1174
2025 Q2	–	Sell	-4,315	Closed	-$225K	–	1481
2025 Q1	$225K	Sell	4,315 -104	-2%	-$4.99K	﹤0.01%	1075
2024 Q4	$213K	Buy	+4,419	New	+$210K	﹤0.01%	1044
2023 Q4	–	Sell	-4,427	Closed	-$247K	–	843
2023 Q3	$247K	Sell	4,427 -1,373	-24%	-$76.8K	﹤0.01%	606
2023 Q2	$222K	Sell	5,800 -6,824	-54%	-$412K	﹤0.01%	630
2023 Q1	$1.67M	Buy	+12,624	New	+$762K	0.03%	238
2022 Q3	–	Sell	-7,462	Closed	-$362K	–	662
2022 Q2	$362K	Buy	+7,462	New	+$314K	0.01%	443
2022 Q1	–	Sell	-8,387	Closed	-$418K	–	669
2021 Q4	$418K	Buy	8,387 +800	+11%	+$43.4K	0.01%	391
2021 Q3	$441K	Buy	7,587 +3,425	+82%	+$211K	0.01%	357
2021 Q2	$276K	Buy	4,162 +477	+13%	+$30.4K	0.01%	458
2021 Q1	$218K	Buy	+3,685	New	+$220K	0.01%	462

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

EP Wealth Advisors's YUMC Position: Q2 2026 in Review

EP Wealth Advisors increased its Yum China (YUMC) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 7,914 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

EP Wealth Advisors first reported a position in YUMC in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.67M in Q1 2023. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

EP Wealth Advisors held 7,914 shares of Yum China worth $323K as of Q2 2026.
EP Wealth Advisors bought 2,215 Yum China shares in Q2 2026, an estimated $101K.
Yum China made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1248 holding.
EP Wealth Advisors first reported a position in Yum China in Q1 2021 and has held it in 13 quarters since.
EP Wealth Advisors's Yum China position peaked at $1.67M in Q1 2023.
659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.