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GW Henssler & Associates’s Yum China YUMC Stock Holding History

GW Henssler & Associates’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
-4,364
Closed -$213K – 280
2026
Q1 		$213K Sell
4,364
-42
-1% -$2.17K 0.01% 217
2025
Q4 		$210K Buy
+4,406
New +$202K 0.01% 219
2023
Q3 		– Sell
-4,112
Closed -$232K – 272
2023
Q2 		$232K Sell
4,112
-801
-16% -$48.3K 0.02% 180
2023
Q1 		$311K Sell
4,913
-2,113
-30% -$128K 0.02% 165
2022
Q4 		$384K Hold
7,026
– – 0.03% 129
2022
Q3 		$333K Buy
7,026
+88
+1% +$4.23K 0.02% 128
2022
Q2 		$336K Sell
6,938
-2,082
-23% -$87.7K 0.02% 133
2022
Q1 		$375K Buy
9,020
+1,983
+28% +$93.4K 0.02% 162
2021
Q4 		$351K Buy
+7,037
New +$382K 0.02% 192
2021
Q3 		– Sell
-7,189
Closed -$476K – 223
2021
Q2 		$476K Buy
+7,189
New +$459K 0.03% 136

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

GW Henssler & Associates's YUMC Position: Q2 2026 in Review

GW Henssler & Associates sold out of Yum China (YUMC) in Q2 2026, closing a stake of 4,364 shares — an estimated $213K sold.

GW Henssler & Associates first reported a position in YUMC in Q2 2021 and held it in 10 quarters. The position peaked at $476K in Q2 2021. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • GW Henssler & Associates reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • GW Henssler & Associates sold 4,364 Yum China shares in Q2 2026, an estimated $213K.
  • GW Henssler & Associates first reported a position in Yum China in Q2 2021 and held it in 10 quarters.
  • GW Henssler & Associates's Yum China position peaked at $476K in Q2 2021.
  • 665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.