Integrated Wealth Concepts’s Yum China YUMC Stock Holding History

Integrated Wealth Concepts’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	$234K	Buy	5,719 +1,120	+24%	+$51.3K	﹤0.01%	2138
2026 Q1	$224K	Buy	+4,599	New	+$238K	﹤0.01%	2040
2025 Q3	–	Sell	-4,620	Closed	-$207K	–	2116
2025 Q2	$207K	Sell	4,620 -435	-9%	-$19.4K	﹤0.01%	1758
2025 Q1	$263K	Buy	5,055 +210	+4%	+$10.1K	﹤0.01%	1476
2024 Q4	$233K	Sell	4,845 -472	-9%	-$22.4K	﹤0.01%	1520
2024 Q3	$239K	Buy	+5,317	New	+$177K	﹤0.01%	1476
2024 Q2	–	Sell	-5,286	Closed	-$210K	–	1722
2024 Q1	$210K	Sell	5,286 -234	-4%	-$9.24K	﹤0.01%	1502
2023 Q4	$234K	Buy	5,520 +1,105	+25%	+$51.4K	﹤0.01%	1394
2023 Q3	$246K	Buy	4,415 +28	+0.6%	+$1.57K	﹤0.01%	1324
2023 Q2	$248K	Buy	+4,387	New	+$265K	﹤0.01%	1322

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

Integrated Wealth Concepts's YUMC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Yum China (YUMC) stake by 24% in Q2 2026, buying an estimated $51.3K and bringing the position to 5,719 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Integrated Wealth Concepts first reported a position in YUMC in Q2 2023 and has held it in 10 quarters since. The position peaked at $263K in Q1 2025. 664 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Integrated Wealth Concepts held 5,719 shares of Yum China worth $234K as of Q2 2026.
Integrated Wealth Concepts bought 1,120 Yum China shares in Q2 2026, an estimated $51.3K.
Yum China made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2138 holding.
Integrated Wealth Concepts first reported a position in Yum China in Q2 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Yum China position peaked at $263K in Q1 2025.
664 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.