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Journey Retirement Planning & Investment Management’s Yum China YUMC Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-9,000
Closed -$430K – 249
2025
Q4 		$430K Buy
+9,000
New +$412K 0.09% 162

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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 $10.9B AUM 39.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Journey Retirement Planning & Investment Management's YUMC Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Yum China (YUMC) in Q1 2026, closing a stake of 9,000 shares — an estimated $430K sold.

Journey Retirement Planning & Investment Management first reported a position in YUMC in Q4 2025 and held it in 1 quarter. The position peaked at $430K in Q4 2025. 703 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 9,000 Yum China shares in Q1 2026, an estimated $430K.
  • Journey Retirement Planning & Investment Management first reported a position in Yum China in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Yum China position peaked at $430K in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.