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GeoWealth Management’s Yum China YUMC Stock Holding History

GeoWealth 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 		– Sell
-4,817
Closed -$235K – 957
2026
Q1 		$235K Sell
4,817
-54
-1% -$2.8K 0.01% 680
2025
Q4 		$233K Buy
+4,871
New +$223K 0.01% 635
2025
Q3 		– Sell
-406
Closed -$18.2K – 1254
2025
Q2 		$18.2K Buy
+406
New +$18.2K ﹤0.01% 1073
2025
Q1 		– Sell
-529
Closed -$25.5K – 1806
2024
Q4 		$25.5K Buy
529
+462
+690% +$21.9K ﹤0.01% 1327
2024
Q3 		$3.02K Buy
+67
New +$2.23K ﹤0.01% 1513

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

GeoWealth Management's YUMC Position: Q2 2026 in Review

GeoWealth Management sold out of Yum China (YUMC) in Q2 2026, closing a stake of 4,817 shares — an estimated $235K sold.

GeoWealth Management first reported a position in YUMC in Q3 2024 and held it in 5 quarters. The position peaked at $235K in Q1 2026. 664 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • GeoWealth Management reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 4,817 Yum China shares in Q2 2026, an estimated $235K.
  • GeoWealth Management first reported a position in Yum China in Q3 2024 and held it in 5 quarters.
  • GeoWealth Management's Yum China position peaked at $235K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.