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Flagship Wealth Advisors’s Yum China YUMC Stock Holding History

Flagship Wealth Advisors’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 		$16.1K Hold
360
– – 0.01% 267
2025
Q4 		$17.2K Sell
360
-2,400
-87% -$110K 0.01% 290
2025
Q3 		$118K Sell
2,760
-100
-3% -$4.55K 0.04% 156
2025
Q2 		$128K Hold
2,860
– – 0.05% 141
2025
Q1 		$149K Sell
2,860
-450
-14% -$21.6K 0.06% 125
2024
Q4 		$159K Buy
+3,310
New +$157K 0.09% 110

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Flagship Wealth Advisors's YUMC Position: Q1 2026 in Review

Flagship Wealth Advisors held its Yum China (YUMC) position steady in Q1 2026 at 360 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #267.

Flagship Wealth Advisors first reported a position in YUMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $159K in Q4 2024. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Flagship Wealth Advisors held 360 shares of Yum China worth $16.1K as of Q1 2026.
  • Flagship Wealth Advisors left its Yum China share count unchanged in Q1 2026.
  • Yum China made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • Flagship Wealth Advisors first reported a position in Yum China in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Yum China position peaked at $159K in Q4 2024.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.