Evermay Wealth Management
YUMC icon

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
Q3 		$10.3K Sell
250
-30
-11% -$1.33K ﹤0.01% 492
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% -$7.9K 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GuardCap Asset Management
GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
North of South Capital
North of South Capital London, United Kingdom $1.45B AUM 10.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Evermay Wealth Management's YUMC Position: Q3 2026 in Review

Evermay Wealth Management reduced its Yum China (YUMC) stake by 11% in Q3 2026, selling an estimated $1.33K and leaving 250 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Evermay Wealth Management first reported a position in YUMC in Q1 2018 and has held it in 26 quarters since. The position peaked at $552K in Q1 2023. 344 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Evermay Wealth Management held 250 shares of Yum China worth $10.3K as of Q3 2026.
  • Evermay Wealth Management sold 30 Yum China shares in Q3 2026, an estimated $1.33K.
  • Yum China made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #492 holding.
  • Evermay Wealth Management first reported a position in Yum China in Q1 2018 and has held it in 26 quarters since.
  • Evermay Wealth Management's Yum China position peaked at $552K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.