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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
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

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

Legacy Wealth Asset Management's YUMC Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Yum China (YUMC) stake by 0.65% in Q2 2026, selling an estimated $10.7K and leaving 35,732 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #78.

Legacy Wealth Asset Management first reported a position in YUMC in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.89M in Q1 2025. 658 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Legacy Wealth Asset Management held 35,732 shares of Yum China worth $1.46M as of Q2 2026.
  • Legacy Wealth Asset Management sold 233 Yum China shares in Q2 2026, an estimated $10.7K.
  • Yum China made up 0.32% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #78 holding.
  • Legacy Wealth Asset Management first reported a position in Yum China in Q4 2020 and has held it in 21 quarters since.
  • Legacy Wealth Asset Management's Yum China position peaked at $2.89M in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.