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Garton & Associates Financial Advisors’s Yum China YUMC Stock Holding History

Garton & Associates Financial 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 		– Sell
-913
Closed -$43.6K – 718
2025
Q4 		$43.6K Buy
+913
New +$41.8K 0.02% 406

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

Garton & Associates Financial Advisors's YUMC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Yum China (YUMC) in Q1 2026, closing a stake of 913 shares — an estimated $43.6K sold.

Garton & Associates Financial Advisors first reported a position in YUMC in Q4 2025 and held it in 1 quarter. The position peaked at $43.6K in Q4 2025. 705 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 913 Yum China shares in Q1 2026, an estimated $43.6K.
  • Garton & Associates Financial Advisors first reported a position in Yum China in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Yum China position peaked at $43.6K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.