HighMark Wealth Management’s Yum China YUMC Stock Holding History

HighMark Wealth Management’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	$11.2K	Hold	229	–	–	﹤0.01%	278
2025 Q4	$10.9K	Buy	229 +1	+0.4%	+$46	﹤0.01%	305
2025 Q3	$9.8K	Hold	228	–	–	﹤0.01%	303
2025 Q2	$10.2K	Buy	228 +1	+0.4%	+$45	0.01%	307
2025 Q1	$11.8K	Hold	227	–	–	0.01%	257
2024 Q4	$10.9K	Buy	227 +1	+0.4%	+$47	0.01%	274
2024 Q3	$10.2K	Hold	226	–	–	0.01%	296
2024 Q2	$6.96K	Buy	226 +1	+0.4%	+$37	﹤0.01%	342
2024 Q1	$8.97K	Hold	225	–	–	0.01%	298
2023 Q4	$9.54K	Hold	225	–	–	0.01%	269
2023 Q3	$12.5K	Buy	225 +1	+0.4%	+$56	0.01%	235
2023 Q2	$12.7K	Buy	224 +120	+115%	+$7.24K	0.01%	231
2023 Q1	$6.6K	Hold	104	–	–	0.01%	352
2022 Q4	$5.68K	Hold	104	–	–	﹤0.01%	323
2022 Q3	$5K	Buy	104 +1	+1%	+$48	﹤0.01%	347
2022 Q2	$5K	Hold	103	–	–	﹤0.01%	357
2022 Q1	$4K	Hold	103	–	–	﹤0.01%	400
2021 Q4	$5K	Hold	103	–	–	﹤0.01%	372
2021 Q3	$6K	Buy	103 +1	+1%	+$61	﹤0.01%	339
2021 Q2	$7K	Hold	102	–	–	0.01%	321
2021 Q1	$6K	Hold	102	–	–	﹤0.01%	326
2020 Q4	$6K	Hold	102	–	–	0.01%	319
2020 Q3	$5K	Hold	102	–	–	﹤0.01%	331
2020 Q2	$5K	Hold	102	–	–	0.01%	317
2020 Q1	$4K	Buy	102 +1	+1%	+$45	﹤0.01%	256
2019 Q4	$4K	Buy	+101	New	+$4.49K	﹤0.01%	315

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

HighMark Wealth Management's YUMC Position: Q1 2026 in Review

HighMark Wealth Management held its Yum China (YUMC) position steady in Q1 2026 at 229 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

HighMark Wealth Management first reported a position in YUMC in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.7K in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

HighMark Wealth Management held 229 shares of Yum China worth $11.2K as of Q1 2026.
HighMark Wealth Management left its Yum China share count unchanged in Q1 2026.
Yum China made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #278 holding.
HighMark Wealth Management first reported a position in Yum China in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's Yum China position peaked at $12.7K in Q2 2023.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.