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 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	–	951
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 $1.56T 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

Golden State Wealth Management's YUMC Position: Q1 2026 in Review

Golden State Wealth Management increased its Yum China (YUMC) stake by 1,433% in Q1 2026, buying an estimated $15.6K and bringing the position to 322 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Golden State Wealth Management first reported a position in YUMC in Q1 2019 and has held it in 10 quarters since. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Golden State Wealth Management held 322 shares of Yum China worth $15.7K as of Q1 2026.
Golden State Wealth Management bought 301 Yum China shares in Q1 2026, an estimated $15.6K.
Yum China made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #975 holding.
Golden State Wealth Management first reported a position in Yum China in Q1 2019 and has held it in 10 quarters since.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.