EFS
YUMC icon

Essex Financial Services’s Yum China YUMC Stock Holding History

Essex Financial Services’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 		$273K Buy
6,685
+3
+0% +$137 0.01% 685
2026
Q1 		$326K Buy
6,682
+3
+0% +$155 0.02% 584
2025
Q4 		$319K Buy
6,679
+2
+0% +$92 0.02% 581
2025
Q3 		$287K Sell
6,677
-1,304
-16% -$59.3K 0.02% 594
2025
Q2 		$357K Buy
7,981
+17
+0.2% +$760 0.02% 495
2025
Q1 		$415K Buy
7,964
+737
+10% +$35.4K 0.03% 421
2024
Q4 		$348K Buy
7,227
+17
+0.2% +$806 0.02% 454
2024
Q3 		$315K Sell
7,210
-1,411
-16% -$47K 0.02% 484
2024
Q2 		$294K Buy
+8,621
New +$316K 0.02% 484
2023
Q3 		– Sell
-3,659
Closed -$207K – 494
2023
Q2 		$207K Buy
3,659
+1
+0% +$60 0.02% 447
2023
Q1 		$232K Buy
+3,658
New +$221K 0.02% 437
2021
Q4 		– Sell
-3,463
Closed -$201K – 512
2021
Q3 		$201K Hold
3,463
– – 0.02% 449
2021
Q2 		$229K Buy
+3,463
New +$221K 0.03% 400
2018
Q4 		– Sell
-6,224
Closed -$219K – 299
2018
Q3 		$219K Buy
6,224
+64
+1% +$2.28K 0.05% 263
2018
Q2 		$237K Hold
6,160
– – 0.06% 235
2018
Q1 		$256K Buy
6,160
+1
+0% +$43 0.05% 291
2017
Q4 		$247K Hold
6,159
– – 0.06% 237
2017
Q3 		$246K Sell
6,159
-750
-11% -$28K 0.06% 233
2017
Q2 		$272K Buy
+6,909
New +$249K 0.06% 283

Other funds holding YUMC

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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Essex Financial Services's YUMC Position: Q2 2026 in Review

Essex Financial Services increased its Yum China (YUMC) stake by 0.04% in Q2 2026, buying an estimated $137 and bringing the position to 6,685 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #685.

Essex Financial Services first reported a position in YUMC in Q2 2017 and has held it in 19 quarters since. The position peaked at $415K in Q1 2025. 380 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Essex Financial Services held 6,685 shares of Yum China worth $273K as of Q2 2026.
  • Essex Financial Services bought 3 Yum China shares in Q2 2026, an estimated $137.
  • Yum China made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #685 holding.
  • Essex Financial Services first reported a position in Yum China in Q2 2017 and has held it in 19 quarters since.
  • Essex Financial Services's Yum China position peaked at $415K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.