Ironwood Financial’s Yum China YUMC Stock Holding History

Ironwood Financial’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	–	Sell	-4,474	Closed	-$218K	–	182
2026 Q1	$218K	Hold	4,474	–	–	0.04%	164
2025 Q4	$218K	Buy	+4,474	New	+$205K	0.04%	162
2025 Q3	–	Sell	-4,474	Closed	-$233K	–	171
2025 Q2	$233K	Hold	4,474	–	–	0.05%	148
2025 Q1	$233K	Hold	4,474	–	–	0.05%	148
2024 Q4	$216K	Hold	4,474	–	–	0.05%	152
2024 Q3	$201K	Buy	+4,474	New	+$149K	0.04%	149
2024 Q1	–	Sell	-4,757	Closed	-$202K	–	153
2023 Q4	$202K	Hold	4,757	–	–	0.05%	142
2023 Q3	$265K	Sell	4,757 -40	-0.8%	-$2.24K	0.07%	124
2023 Q2	$271K	Hold	4,797	–	–	0.07%	124
2023 Q1	$304K	Hold	4,797	–	–	0.08%	122
2022 Q4	$262K	Hold	4,797	–	–	0.08%	123
2022 Q3	$227K	Hold	4,797	–	–	0.08%	110
2022 Q2	$233K	Buy	+4,797	New	+$202K	0.07%	112
2022 Q1	–	Sell	-4,797	Closed	-$239K	–	132
2021 Q4	$239K	Hold	4,797	–	–	0.07%	116
2021 Q3	$279K	Hold	4,797	–	–	0.08%	99
2021 Q2	$318K	Hold	4,797	–	–	0.1%	94
2021 Q1	$284K	Buy	4,797 +114	+2%	+$6.81K	0.09%	94
2020 Q4	$267K	Buy	+4,683	New	+$263K	0.1%	88

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

Ironwood Financial's YUMC Position: Q2 2026 in Review

Ironwood Financial sold out of Yum China (YUMC) in Q2 2026, closing a stake of 4,474 shares — an estimated $218K sold.

Ironwood Financial first reported a position in YUMC in Q4 2020 and held it in 18 quarters. The position peaked at $318K in Q2 2021. 657 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Ironwood Financial reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
Ironwood Financial sold 4,474 Yum China shares in Q2 2026, an estimated $218K.
Ironwood Financial first reported a position in Yum China in Q4 2020 and held it in 18 quarters.
Ironwood Financial's Yum China position peaked at $318K in Q2 2021.
657 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.