Forvis Mazars Wealth Advisors’s Yum China YUMC Stock Holding History

Forvis Mazars 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	$321K	Hold	6,581	–	–	0.01%	349
2025 Q4	$314K	Hold	6,581	–	–	0.01%	347
2025 Q3	$282K	Sell	6,581 -73	-1%	-$3.32K	0.01%	358
2025 Q2	$298K	Hold	6,654	–	–	0.01%	352
2025 Q1	$346K	Sell	6,654 -40	-0.6%	-$1.92K	0.01%	334
2024 Q4	$322K	Sell	6,694 -74	-1%	-$3.51K	0.01%	368
2024 Q3	$305K	Buy	6,768 +108	+2%	+$3.6K	0.01%	380
2024 Q2	$205K	Sell	6,660 -500	-7%	-$18.3K	0.01%	391
2024 Q1	$285K	Hold	7,160	–	–	0.01%	355
2023 Q4	$304K	Buy	7,160 +500	+8%	+$23.3K	0.01%	336
2023 Q3	$371K	Sell	6,660 -8	-0.1%	-$448	0.01%	308
2023 Q2	$377K	Hold	6,668	–	–	0.01%	324
2023 Q1	$423K	Hold	6,668	–	–	0.01%	284
2022 Q4	$364K	Hold	6,668	–	–	0.01%	300
2022 Q3	$316K	Sell	6,668 -15	-0.2%	-$720	0.01%	312
2022 Q2	$324K	Buy	6,683 +202	+3%	+$8.51K	0.01%	313
2022 Q1	$269K	Hold	6,481	–	–	0.01%	257
2021 Q4	$323K	Hold	6,481	–	–	0.01%	220
2021 Q3	$377K	Sell	6,481 -13	-0.2%	-$799	0.02%	203
2021 Q2	$430K	Sell	6,494 -109	-2%	-$6.95K	0.02%	186
2021 Q1	$391K	Sell	6,603 -895	-12%	-$53.5K	0.02%	197
2020 Q4	$428K	Buy	7,498 +41	+0.5%	+$2.3K	0.02%	248
2020 Q3	$395K	Buy	7,457 +60	+0.8%	+$3.17K	0.02%	231
2020 Q2	$356K	Buy	7,397 +8	+0.1%	+$377	0.02%	231
2020 Q1	$315K	Sell	7,389 -81	-1%	-$3.61K	0.03%	222
2019 Q4	$359K	Buy	7,470 +355	+5%	+$15.8K	0.03%	226
2019 Q3	$323K	Sell	7,115 -133	-2%	-$5.94K	0.03%	215
2019 Q2	$335K	Sell	7,248 -18	-0.2%	-$782	0.03%	210
2019 Q1	$326K	Hold	7,266	–	–	0.03%	203
2018 Q4	$244K	Sell	7,266 -7	-0.1%	-$240	0.02%	200
2018 Q3	$255K	Sell	7,273 -32	-0.4%	-$1.14K	0.02%	205
2018 Q2	$281K	Buy	7,305 +4	+0.1%	+$158	0.03%	200
2018 Q1	$303K	Sell	7,301 -184	-2%	-$7.91K	0.03%	193
2017 Q4	$300K	Sell	7,485 -53	-0.7%	-$2.18K	0.03%	202
2017 Q3	$301K	Sell	7,538 -9	-0.1%	-$335	0.03%	190
2017 Q2	$298K	Buy	7,547 +30	+0.4%	+$1.08K	0.03%	186
2017 Q1	$204K	Sell	7,517 -684	-8%	-$18.3K	0.02%	206
2016 Q4	$214K	Buy	+8,201	New	+$223K	0.03%	195

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's YUMC Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Yum China (YUMC) position steady in Q1 2026 at 6,581 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #349.

Forvis Mazars Wealth Advisors first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $430K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Forvis Mazars Wealth Advisors held 6,581 shares of Yum China worth $321K as of Q1 2026.
Forvis Mazars Wealth Advisors left its Yum China share count unchanged in Q1 2026.
Yum China made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #349 holding.
Forvis Mazars Wealth Advisors first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
Forvis Mazars Wealth Advisors's Yum China position peaked at $430K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.