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Institute for Wealth Management’s Yum China YUMC Stock Holding History

Institute for 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
Q2 		$103K Buy
+2,517
New +$115K 0.01% 676
2021
Q3 		– Sell
-3,165
Closed -$210K – 506
2021
Q2 		$210K Buy
+3,165
New +$202K 0.04% 453

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

Institute for Wealth Management's YUMC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Yum China (YUMC) in Q2 2026: 2,517 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in YUMC as recently as Q2 2021.

Institute for Wealth Management first reported a position in YUMC in Q2 2021 and has held it in 2 quarters since. The position peaked at $210K in Q2 2021. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Institute for Wealth Management held 2,517 shares of Yum China worth $103K as of Q2 2026.
  • Yum China was a new Institute for Wealth Management position in Q2 2026.
  • Yum China made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #676 holding.
  • Institute for Wealth Management first reported a position in Yum China in Q2 2021 and has held it in 2 quarters since.
  • Institute for Wealth Management's Yum China position peaked at $210K in Q2 2021.
  • 665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.