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Legacy Wealth Asset Management’s Yum China YUMC Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.43M Sell
34,794
-938
-3% -$41.7K 0.31% 85
2026
Q2 		$1.46M Sell
35,732
-233
-0.6% -$10.7K 0.32% 78
2026
Q1 		$1.75M Sell
35,965
-10,425
-22% -$540K 0.43% 50
2025
Q4 		$2.21M Sell
46,390
-1,611
-3% -$73.8K 0.54% 34
2025
Q3 		$2.06M Buy
48,001
+365
+0.8% +$16.6K 0.5% 39
2025
Q2 		$2.13M Sell
47,636
-7,809
-14% -$349K 0.54% 41
2025
Q1 		$2.89M Sell
55,445
-556
-1% -$26.7K 0.8% 16
2024
Q4 		$2.7M Sell
56,001
-3,885
-6% -$184K 0.73% 19
2024
Q3 		$2.7M Buy
59,886
+31
+0.1% +$1.03K 0.72% 19
2024
Q2 		$1.85M Buy
59,855
+3,780
+7% +$138K 0.52% 46
2024
Q1 		$2.23M Buy
56,075
+2,080
+4% +$82.1K 0.62% 30
2023
Q4 		$2.29M Buy
53,995
+17,793
+49% +$828K 0.75% 17
2023
Q3 		$2.02M Buy
36,202
+35
+0.1% +$1.96K 0.74% 20
2023
Q2 		$2.04M Sell
36,167
-3,691
-9% -$223K 0.71% 24
2023
Q1 		$2.53M Sell
39,858
-904
-2% -$54.6K 0.91% 13
2022
Q4 		$2.23M Sell
40,762
-932
-2% -$47.4K 0.85% 14
2022
Q3 		$1.97M Buy
+41,694
New +$2M 0.86% 12
2022
Q1 		– Sell
-20,487
Closed -$1.02M – 342
2021
Q4 		$1.02M Buy
20,487
+15,390
+302% +$835K 0.35% 104
2021
Q3 		$296K Buy
5,097
+52
+1% +$3.2K 0.14% 236
2021
Q2 		$334K Buy
5,045
+187
+4% +$11.9K 0.15% 230
2021
Q1 		$288K Buy
4,858
+122
+3% +$7.29K 0.13% 250
2020
Q4 		$270K Buy
+4,736
New +$266K 0.14% 246

Other funds holding YUMC

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Wealth Asset Management's YUMC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Yum China (YUMC) stake by 2.6% in Q3 2026, selling an estimated $41.7K and leaving 34,794 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #85.

Legacy Wealth Asset Management first reported a position in YUMC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.89M in Q1 2025. 27 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Legacy Wealth Asset Management held 34,794 shares of Yum China worth $1.43M as of Q3 2026.
  • Legacy Wealth Asset Management sold 938 Yum China shares in Q3 2026, an estimated $41.7K.
  • Yum China made up 0.31% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #85 holding.
  • Legacy Wealth Asset Management first reported a position in Yum China in Q4 2020 and has held it in 22 quarters since.
  • Legacy Wealth Asset Management's Yum China position peaked at $2.89M in Q1 2025.
  • 27 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.