Jones Financial Companies
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Jones Financial Companies’s Yum China YUMC Stock Holding History

Jones Financial Companies’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 		$1.27M Buy
31,025
+420
+1% +$19.2K ﹤0.01% 1771
2026
Q1 		$1.52M Buy
30,605
+2,635
+9% +$136K ﹤0.01% 1546
2025
Q4 		$1.34M Buy
27,970
+3,718
+15% +$170K ﹤0.01% 1117
2025
Q3 		$1.05M Buy
24,252
+3,546
+17% +$161K ﹤0.01% 1115
2025
Q2 		$925K Buy
20,706
+3,842
+23% +$172K ﹤0.01% 1031
2025
Q1 		$875K Buy
16,864
+2,977
+21% +$143K ﹤0.01% 913
2024
Q4 		$669K Buy
13,887
+3,979
+40% +$189K ﹤0.01% 877
2024
Q3 		$449K Buy
9,908
+9,872
+27,422% +$329K ﹤0.01% 858
2024
Q2 		$1.11K Sell
36
-353
-91% -$12.9K ﹤0.01% 2272
2024
Q1 		$15.5K Buy
389
+62
+19% +$2.45K ﹤0.01% 957
2023
Q4 		$13.9K Buy
327
+12
+4% +$559 ﹤0.01% 638
2023
Q3 		$17.6K Hold
315
– – ﹤0.01% 445
2023
Q2 		$17.8K Hold
315
– – ﹤0.01% 432
2023
Q1 		$20K Sell
315
-1,000
-76% -$60.4K ﹤0.01% 422
2022
Q4 		$72K Buy
1,315
+832
+172% +$42.3K ﹤0.01% 324
2022
Q3 		$23K Hold
483
– – ﹤0.01% 367
2022
Q2 		$24K Sell
483
-280
-37% -$11.8K ﹤0.01% 388
2022
Q1 		$32K Buy
763
+59
+8% +$2.78K ﹤0.01% 388
2021
Q4 		$35K Hold
704
– – ﹤0.01% 406
2021
Q3 		$41K Buy
704
+100
+17% +$6.15K ﹤0.01% 347
2021
Q2 		$40K Sell
604
-560
-48% -$35.7K ﹤0.01% 332
2021
Q1 		$69K Buy
1,164
+226
+24% +$13.5K ﹤0.01% 313
2020
Q4 		$54K Buy
+938
New +$52.7K ﹤0.01% 290

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

Jones Financial Companies's YUMC Position: Q2 2026 in Review

Jones Financial Companies increased its Yum China (YUMC) stake by 1.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 31,025 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Jones Financial Companies first reported a position in YUMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q1 2026. 658 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Jones Financial Companies held 31,025 shares of Yum China worth $1.27M as of Q2 2026.
  • Jones Financial Companies bought 420 Yum China shares in Q2 2026, an estimated $19.2K.
  • Yum China made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1771 holding.
  • Jones Financial Companies first reported a position in Yum China in Q4 2020 and has held it in 23 quarters since.
  • Jones Financial Companies's Yum China position peaked at $1.52M in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.