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Johnson Investment Counsel’s Yum China YUMC Stock Holding History

Johnson Investment Counsel’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 		$568K Sell
11,646
-250
-2% -$12.9K ﹤0.01% 551
2025
Q4 		$568K Buy
11,896
+100
+0.8% +$4.58K ﹤0.01% 522
2025
Q3 		$506K Hold
11,796
– – ﹤0.01% 571
2025
Q2 		$527K Buy
11,796
+900
+8% +$40.2K ﹤0.01% 537
2025
Q1 		$567K Sell
10,896
-57
-0.5% -$2.73K 0.01% 505
2024
Q4 		$528K Buy
10,953
+2
+0% +$95 0.01% 520
2024
Q3 		$493K Sell
10,951
-215
-2% -$7.16K ﹤0.01% 519
2024
Q2 		$344K Hold
11,166
– – ﹤0.01% 566
2024
Q1 		$444K Buy
11,166
+255
+2% +$10.1K ﹤0.01% 527
2023
Q4 		$463K Sell
10,911
-2,574
-19% -$120K 0.01% 500
2023
Q3 		$751K Sell
13,485
-319
-2% -$17.8K 0.01% 388
2023
Q2 		$780K Buy
13,804
+3,024
+28% +$182K 0.01% 395
2023
Q1 		$683K Buy
10,780
+100
+0.9% +$6.04K 0.01% 409
2022
Q4 		$584K Buy
10,680
+2,000
+23% +$102K 0.01% 431
2022
Q3 		$411K Hold
8,680
– – 0.01% 469
2022
Q2 		$421K Buy
8,680
+722
+9% +$30.4K 0.01% 484
2022
Q1 		$331K Sell
7,958
-211
-3% -$9.94K ﹤0.01% 554
2021
Q4 		$407K Buy
8,169
+350
+4% +$19K 0.01% 505
2021
Q3 		$454K Sell
7,819
-74
-0.9% -$4.55K 0.01% 461
2021
Q2 		$523K Hold
7,893
– – 0.01% 433
2021
Q1 		$467K Hold
7,893
– – 0.01% 435
2020
Q4 		$451K Buy
7,893
+5
+0.1% +$281 0.01% 415
2020
Q3 		$418K Sell
7,888
-362
-4% -$19.2K 0.01% 412
2020
Q2 		$397K Sell
8,250
-8,893
-52% -$419K 0.01% 421
2020
Q1 		$777K Buy
17,143
+8,450
+97% +$377K 0.02% 295
2019
Q4 		$417K Sell
8,693
-102
-1% -$4.53K 0.01% 450
2019
Q3 		$400K Sell
8,795
-146
-2% -$6.52K 0.01% 449
2019
Q2 		$413K Buy
8,941
+730
+9% +$31.7K 0.01% 455
2019
Q1 		$368K Sell
8,211
-2,821
-26% -$111K 0.01% 470
2018
Q4 		$369K Buy
11,032
+586
+6% +$20.1K 0.01% 443
2018
Q3 		$366K Sell
10,446
-65
-0.6% -$2.32K 0.01% 487
2018
Q2 		$404K Buy
10,511
+65
+0.6% +$2.58K 0.01% 466
2018
Q1 		$433K Sell
10,446
-442
-4% -$19K 0.01% 450
2017
Q4 		$455K Sell
10,888
-1,025
-9% -$42.2K 0.01% 442
2017
Q3 		$476K Buy
11,913
+1,410
+13% +$52.6K 0.01% 414
2017
Q2 		$414K Buy
10,503
+11
+0.1% +$397 0.01% 450
2017
Q1 		$285K Buy
10,492
+21
+0.2% +$562 0.01% 512
2016
Q4 		$273K Buy
+10,471
New +$285K 0.01% 505

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
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

Johnson Investment Counsel's YUMC Position: Q1 2026 in Review

Johnson Investment Counsel reduced its Yum China (YUMC) stake by 2.1% in Q1 2026, selling an estimated $12.9K and leaving 11,646 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Johnson Investment Counsel first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $780K in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Johnson Investment Counsel held 11,646 shares of Yum China worth $568K as of Q1 2026.
  • Johnson Investment Counsel sold 250 Yum China shares in Q1 2026, an estimated $12.9K.
  • Yum China made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q1 2026, its #551 holding.
  • Johnson Investment Counsel first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • Johnson Investment Counsel's Yum China position peaked at $780K in Q2 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.