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 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 $1.56T 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

Integrated Wealth Concepts's YUMC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Yum China (YUMC) in Q1 2026: 4,599 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2040 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in YUMC as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in YUMC in Q2 2023 and has held it in 9 quarters since. The position peaked at $263K in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Integrated Wealth Concepts held 4,599 shares of Yum China worth $224K as of Q1 2026.
Yum China was a new Integrated Wealth Concepts position in Q1 2026.
Yum China made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2040 holding.
Integrated Wealth Concepts first reported a position in Yum China in Q2 2023 and has held it in 9 quarters since.
Integrated Wealth Concepts's Yum China position peaked at $263K in Q1 2025.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.