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 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 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

GeoWealth Management's YUMC Position: Q1 2026 in Review

GeoWealth Management reduced its Yum China (YUMC) stake by 1.1% in Q1 2026, selling an estimated $2.8K and leaving 4,817 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #680.

GeoWealth Management first reported a position in YUMC in Q3 2024 and has held it in 5 quarters since. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

GeoWealth Management held 4,817 shares of Yum China worth $235K as of Q1 2026.
GeoWealth Management sold 54 Yum China shares in Q1 2026, an estimated $2.8K.
Yum China made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #680 holding.
GeoWealth Management first reported a position in Yum China in Q3 2024 and has held it in 5 quarters since.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.