Icon Wealth Advisors’s Yum China YUMC Stock Holding History

Icon 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
2025 Q4	–	Sell	-2,337	Closed	-$100K	–	534
2025 Q3	$100K	Buy	+2,337	New	+$106K	0.01%	513

Other funds holding YUMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

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

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Icon Wealth Advisors's YUMC Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Yum China (YUMC) in Q4 2025, closing a stake of 2,337 shares — an estimated $100K sold.

Icon Wealth Advisors first reported a position in YUMC in Q3 2025 and held it in 1 quarter. The position peaked at $100K in Q3 2025. 674 funds tracked by Wall St. Rank hold YUMC as of Q4 2025.

Icon Wealth Advisors reported no remaining Yum China position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 2,337 Yum China shares in Q4 2025, an estimated $100K.
Icon Wealth Advisors first reported a position in Yum China in Q3 2025 and held it in 1 quarter.
Icon Wealth Advisors's Yum China position peaked at $100K in Q3 2025.
674 funds tracked by Wall St. Rank held Yum China as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.