Ervin Investment Management’s Yum China YUMC Stock Holding History

Ervin Investment 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	$269K	Sell	6,580 -500	-7%	-$22.9K	0.15%	42
2026 Q1	$345K	Hold	7,080	–	–	0.2%	38
2025 Q4	$338K	Sell	7,080 -250	-3%	-$11.5K	0.19%	36
2025 Q3	$315K	Sell	7,330 -205	-3%	-$9.32K	0.18%	37
2025 Q2	$337K	Hold	7,535	–	–	0.21%	33
2025 Q1	$392K	Sell	7,535 -312	-4%	-$15K	0.26%	33
2024 Q4	$378K	Hold	7,847	–	–	0.24%	33
2024 Q3	$353K	Sell	7,847 -525	-6%	-$17.5K	0.23%	34
2024 Q2	$258K	Hold	8,372	–	–	0.18%	35
2024 Q1	$333K	Sell	8,372 -110	-1%	-$4.34K	0.23%	31
2023 Q4	$360K	Sell	8,482 -100	-1%	-$4.66K	0.28%	32
2023 Q3	$478K	Sell	8,582 -75	-0.9%	-$4.2K	0.4%	28
2023 Q2	$489K	Hold	8,657	–	–	0.39%	29
2023 Q1	$545K	Hold	8,657	–	–	0.48%	28
2022 Q4	$473K	Hold	8,657	–	–	0.43%	29
2022 Q3	$410K	Hold	8,657	–	–	0.41%	27
2022 Q2	$412K	Hold	8,657	–	–	0.38%	28
2022 Q1	$378K	Sell	8,657 -255	-3%	-$12K	0.29%	28
2021 Q4	$444K	Buy	+8,912	New	+$484K	0.36%	27

Other funds holding YUMC

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Ervin Investment Management's YUMC Position: Q2 2026 in Review

Ervin Investment Management reduced its Yum China (YUMC) stake by 7.1% in Q2 2026, selling an estimated $22.9K and leaving 6,580 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #42.

Ervin Investment Management first reported a position in YUMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q1 2023. 150 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Ervin Investment Management held 6,580 shares of Yum China worth $269K as of Q2 2026.
Ervin Investment Management sold 500 Yum China shares in Q2 2026, an estimated $22.9K.
Yum China made up 0.15% of Ervin Investment Management's portfolio in Q2 2026, its #42 holding.
Ervin Investment Management first reported a position in Yum China in Q4 2021 and has held it in 19 quarters since.
Ervin Investment Management's Yum China position peaked at $545K in Q1 2023.
150 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.