Evermay Wealth Management’s Yum China YUMC Stock Holding History

Evermay 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	$11.4K	Sell	280 -200	-42%	-$9.16K	﹤0.01%	496
2026 Q1	$23.4K	Hold	480	–	–	﹤0.01%	378
2025 Q4	$22.9K	Sell	480 -400	-45%	-$18.3K	﹤0.01%	375
2025 Q3	$37.8K	Hold	880	–	–	﹤0.01%	340
2025 Q2	$39.3K	Hold	880	–	–	﹤0.01%	339
2025 Q1	$45.8K	Hold	880	–	–	0.01%	329
2024 Q4	$42.4K	Hold	880	–	–	0.01%	335
2024 Q3	$39.6K	Sell	880 -7,625	-90%	-$254K	0.01%	351
2024 Q2	$262K	Hold	8,505	–	–	0.04%	173
2024 Q1	$338K	Sell	8,505 -200	-2%	-$7.89K	0.05%	163
2023 Q4	$369K	Hold	8,705	–	–	0.07%	128
2023 Q3	$485K	Hold	8,705	–	–	0.1%	101
2023 Q2	$492K	Hold	8,705	–	–	0.09%	104
2023 Q1	$552K	Sell	8,705 -8	-0.1%	-$483	0.11%	91
2022 Q4	$476K	Sell	8,713 -70	-0.8%	-$3.56K	0.1%	102
2022 Q3	$416K	Hold	8,783	–	–	0.08%	104
2022 Q2	$426K	Sell	8,783 -270	-3%	-$11.4K	0.08%	101
2022 Q1	$376K	Buy	9,053 +6,985	+338%	+$329K	0.06%	132
2021 Q4	$103K	Buy	2,068 +8	+0.4%	+$434	0.02%	228
2021 Q3	$120K	Hold	2,060	–	–	0.02%	205
2021 Q2	$136K	Buy	+2,060	New	+$131K	0.03%	202
2019 Q3	–	Sell	-5,216	Closed	-$241K	–	155
2019 Q2	$241K	Hold	5,216	–	–	0.07%	131
2019 Q1	$234K	Buy	+5,216	New	+$205K	0.07%	134
2018 Q3	–	Sell	-5,216	Closed	-$201K	–	150
2018 Q2	$201K	Hold	5,216	–	–	0.07%	132
2018 Q1	$216K	Buy	+5,216	New	+$224K	0.07%	125

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

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

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

Evermay Wealth Management reduced its Yum China (YUMC) stake by 42% in Q2 2026, selling an estimated $9.16K and leaving 280 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Evermay Wealth Management first reported a position in YUMC in Q1 2018 and has held it in 25 quarters since. The position peaked at $552K in Q1 2023. 176 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Evermay Wealth Management held 280 shares of Yum China worth $11.4K as of Q2 2026.
Evermay Wealth Management sold 200 Yum China shares in Q2 2026, an estimated $9.16K.
Yum China made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #496 holding.
Evermay Wealth Management first reported a position in Yum China in Q1 2018 and has held it in 25 quarters since.
Evermay Wealth Management's Yum China position peaked at $552K in Q1 2023.
176 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.