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 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 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

GW Henssler & Associates's YUMC Position: Q1 2026 in Review

GW Henssler & Associates reduced its Yum China (YUMC) stake by 0.95% in Q1 2026, selling an estimated $2.17K and leaving 4,364 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #217.

GW Henssler & Associates first reported a position in YUMC in Q2 2021 and has held it in 10 quarters since. The position peaked at $476K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

GW Henssler & Associates held 4,364 shares of Yum China worth $213K as of Q1 2026.
GW Henssler & Associates sold 42 Yum China shares in Q1 2026, an estimated $2.17K.
Yum China made up 0.01% of GW Henssler & Associates's portfolio in Q1 2026, its #217 holding.
GW Henssler & Associates first reported a position in Yum China in Q2 2021 and has held it in 10 quarters since.
GW Henssler & Associates's Yum China position peaked at $476K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.