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Estate Planners Group’s Yum China YUMC Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-78
Closed -$3.75K – 440
2025
Q4 		$3.75K Buy
+78
New +$3.57K ﹤0.01% 362

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Estate Planners Group's YUMC Position: Q1 2026 in Review

Estate Planners Group sold out of Yum China (YUMC) in Q1 2026, closing a stake of 78 shares — an estimated $3.75K sold.

Estate Planners Group first reported a position in YUMC in Q4 2025 and held it in 1 quarter. The position peaked at $3.75K in Q4 2025. 705 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Estate Planners Group reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 78 Yum China shares in Q1 2026, an estimated $3.75K.
  • Estate Planners Group first reported a position in Yum China in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Yum China position peaked at $3.75K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.