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Halbert Hargrove Global Advisors’s Yum China YUMC Stock Holding History

Halbert Hargrove Global Advisors’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 		$137 Buy
+3
New +$137 ﹤0.01% 692
2025
Q4 		– Sell
-221
Closed -$9.49K – 754
2025
Q3 		$9.49K Hold
221
– – ﹤0.01% 338
2025
Q2 		$9.88K Hold
221
– – ﹤0.01% 234
2025
Q1 		$11.5K Hold
221
– – ﹤0.01% 232
2024
Q4 		$10.6K Buy
+221
New +$10.5K ﹤0.01% 222

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

Halbert Hargrove Global Advisors's YUMC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Yum China (YUMC) in Q2 2026: 3 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in YUMC as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in YUMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.5K in Q1 2025. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3 shares of Yum China worth $137 as of Q2 2026.
  • Yum China was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Yum China made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #692 holding.
  • Halbert Hargrove Global Advisors first reported a position in Yum China in Q4 2024 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Yum China position peaked at $11.5K in Q1 2025.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.