Golden State Wealth Management’s Yum China YUMC Stock Holding History

Golden State Wealth 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	$748	Sell	18 -304	-94%	-$13.9K	﹤0.01%	1506
2026 Q1	$15.7K	Buy	322 +301	+1,433%	+$15.6K	﹤0.01%	975
2025 Q4	$1.01K	Hold	21	–	–	﹤0.01%	1515
2025 Q3	$902	Buy	21 +18	+600%	+$818	﹤0.01%	1517
2025 Q2	$134	Hold	3	–	–	﹤0.01%	1536
2025 Q1	$156	Hold	3	–	–	﹤0.01%	1557
2024 Q4	$145	Buy	+3	New	+$142	﹤0.01%	1473
2020 Q2	–	Sell	-53	Closed	-$2K	–	978
2020 Q1	$2K	Buy	+53	New	+$2.36K	﹤0.01%	883
2019 Q4	–	Sell	-53	Closed	-$2K	–	1003
2019 Q3	$2K	Hold	53	–	–	﹤0.01%	993
2019 Q2	$2K	Hold	53	–	–	﹤0.01%	1003
2019 Q1	$2K	Buy	+53	New	+$2.09K	﹤0.01%	1040

Other funds holding YUMC

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 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 Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Golden State Wealth Management's YUMC Position: Q2 2026 in Review

Golden State Wealth Management reduced its Yum China (YUMC) stake by 94% in Q2 2026, selling an estimated $13.9K and leaving 18 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Golden State Wealth Management first reported a position in YUMC in Q1 2019 and has held it in 11 quarters since. The position peaked at $15.7K in Q1 2026. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Golden State Wealth Management held 18 shares of Yum China worth $748 as of Q2 2026.
Golden State Wealth Management sold 304 Yum China shares in Q2 2026, an estimated $13.9K.
Yum China made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1506 holding.
Golden State Wealth Management first reported a position in Yum China in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Yum China position peaked at $15.7K in Q1 2026.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.