Heritage Wealth Advisors’s Yum China YUMC Stock Holding History

Heritage Wealth 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 Q1	$5.02K	Hold	103	–	–	﹤0.01%	567
2025 Q4	$4.92K	Hold	103	–	–	﹤0.01%	497
2025 Q3	$4.42K	Hold	103	–	–	﹤0.01%	476
2025 Q2	$4.61K	Hold	103	–	–	﹤0.01%	470
2025 Q1	$5.36K	Hold	103	–	–	﹤0.01%	453
2024 Q4	$4.96K	Hold	103	–	–	﹤0.01%	491
2024 Q3	$4.64K	Hold	103	–	–	﹤0.01%	489
2024 Q2	$3.18K	Buy	+103	New	+$3.77K	﹤0.01%	467
2022 Q1	–	Sell	-510	Closed	-$25K	–	566
2021 Q4	$25K	Hold	510	–	–	﹤0.01%	392
2021 Q3	$29.6K	Hold	510	–	–	﹤0.01%	369
2021 Q2	$33.8K	Hold	510	–	–	﹤0.01%	358
2021 Q1	$30.2K	Hold	510	–	–	﹤0.01%	382
2020 Q4	$29K	Buy	+510	New	+$28.6K	﹤0.01%	376
2020 Q2	–	Sell	-267	Closed	-$11.4K	–	455
2020 Q1	$11.4K	Buy	+267	New	+$11.9K	﹤0.01%	365

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

Heritage Wealth Advisors's YUMC Position: Q1 2026 in Review

Heritage Wealth Advisors held its Yum China (YUMC) position steady in Q1 2026 at 103 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Heritage Wealth Advisors first reported a position in YUMC in Q1 2020 and has held it in 14 quarters since. The position peaked at $33.8K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Heritage Wealth Advisors held 103 shares of Yum China worth $5.02K as of Q1 2026.
Heritage Wealth Advisors left its Yum China share count unchanged in Q1 2026.
Yum China made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #567 holding.
Heritage Wealth Advisors first reported a position in Yum China in Q1 2020 and has held it in 14 quarters since.
Heritage Wealth Advisors's Yum China position peaked at $33.8K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.