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 Q2	$5.03K	Buy	123 +20	+19%	+$916	﹤0.01%	568
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 $1.81T 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 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 Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Heritage Wealth Advisors's YUMC Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Yum China (YUMC) stake by 19% in Q2 2026, buying an estimated $916 and bringing the position to 123 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Heritage Wealth Advisors first reported a position in YUMC in Q1 2020 and has held it in 15 quarters since. The position peaked at $33.8K in Q2 2021. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Heritage Wealth Advisors held 123 shares of Yum China worth $5.03K as of Q2 2026.
Heritage Wealth Advisors bought 20 Yum China shares in Q2 2026, an estimated $916.
Yum China made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #568 holding.
Heritage Wealth Advisors first reported a position in Yum China in Q1 2020 and has held it in 15 quarters since.
Heritage Wealth Advisors's Yum China position peaked at $33.8K in Q2 2021.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.