LPL Financial
YUMC icon

LPL Financial’s Yum China YUMC Stock Holding History

LPL Financial’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 		$7.25M Buy
148,711
+22,457
+18% +$1.16M ﹤0.01% 2294
2025
Q4 		$6.03M Buy
126,254
+10,398
+9% +$476K ﹤0.01% 2376
2025
Q3 		$4.97M Buy
115,856
+4,627
+4% +$210K ﹤0.01% 2463
2025
Q2 		$4.97M Sell
111,229
-11,585
-9% -$518K ﹤0.01% 2314
2025
Q1 		$6.39M Buy
122,814
+3,761
+3% +$180K ﹤0.01% 1947
2024
Q4 		$5.73M Buy
119,053
+10,276
+9% +$487K ﹤0.01% 1968
2024
Q3 		$4.9M Sell
108,777
-4,051
-4% -$135K ﹤0.01% 2011
2024
Q2 		$3.48M Sell
112,828
-22,774
-17% -$834K ﹤0.01% 2141
2024
Q1 		$5.4M Buy
135,602
+8,496
+7% +$335K ﹤0.01% 1718
2023
Q4 		$5.39M Sell
127,106
-1,887
-1% -$87.8K ﹤0.01% 1641
2023
Q3 		$7.19M Buy
128,993
+1,718
+1% +$96.1K 0.01% 1369
2023
Q2 		$7.19M Sell
127,275
-706
-0.6% -$42.6K 0.01% 1350
2023
Q1 		$8.11M Buy
127,981
+7,278
+6% +$439K 0.01% 1219
2022
Q4 		$6.6M Buy
120,703
+19,723
+20% +$1M 0.01% 1282
2022
Q3 		$4.78M Buy
100,980
+1,486
+1% +$71.4K ﹤0.01% 1406
2022
Q2 		$4.83M Buy
99,494
+1,191
+1% +$50.2K ﹤0.01% 1429
2022
Q1 		$4.08M Sell
98,303
-16,609
-14% -$782K ﹤0.01% 1568
2021
Q4 		$5.73M Sell
114,912
-175
-0.2% -$9.49K ﹤0.01% 1373
2021
Q3 		$6.69M Buy
115,087
+4,915
+4% +$302K 0.01% 1197
2021
Q2 		$7.3M Buy
110,172
+749
+0.7% +$47.8K 0.01% 1089
2021
Q1 		$6.48M Buy
109,423
+4,983
+5% +$298K 0.01% 1070
2020
Q4 		$5.96M Sell
104,440
-2,281
-2% -$128K 0.01% 1014
2020
Q3 		$5.65M Sell
106,721
-1,666
-2% -$88.2K 0.01% 893
2020
Q2 		$5.21M Buy
108,387
+3,060
+3% +$144K 0.01% 855
2020
Q1 		$4.49M Sell
105,327
-39,028
-27% -$1.74M 0.01% 793
2019
Q4 		$6.93M Buy
144,355
+4,161
+3% +$185K 0.01% 715
2019
Q3 		$6.37M Sell
140,194
-135
-0.1% -$6.03K 0.01% 699
2019
Q2 		$6.48M Sell
140,329
-63,117
-31% -$2.74M 0.01% 675
2019
Q1 		$9.14M Sell
203,446
-861
-0.4% -$33.9K 0.02% 539
2018
Q4 		$6.85M Buy
204,307
+7,513
+4% +$258K 0.02% 574
2018
Q3 		$6.91M Buy
196,794
+14,629
+8% +$521K 0.02% 612
2018
Q2 		$7.01M Buy
182,165
+4,340
+2% +$172K 0.02% 584
2018
Q1 		$7.38M Buy
177,825
+35,876
+25% +$1.54M 0.02% 539
2017
Q4 		$5.68M Buy
141,949
+24,017
+20% +$988K 0.02% 611
2017
Q3 		$4.71M Buy
117,932
+36,500
+45% +$1.36M 0.02% 620
2017
Q2 		$3.21M Buy
81,432
+11,806
+17% +$426K 0.01% 722
2017
Q1 		$1.89M Buy
69,626
+13,176
+23% +$352K 0.01% 874
2016
Q4 		$1.48M Buy
+56,450
New +$1.54M 0.01% 960

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

LPL Financial's YUMC Position: Q1 2026 in Review

LPL Financial increased its Yum China (YUMC) stake by 18% in Q1 2026, buying an estimated $1.16M and bringing the position to 148,711 shares worth $7.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

LPL Financial first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.14M in Q1 2019. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • LPL Financial held 148,711 shares of Yum China worth $7.25M as of Q1 2026.
  • LPL Financial bought 22,457 Yum China shares in Q1 2026, an estimated $1.16M.
  • Yum China made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2294 holding.
  • LPL Financial first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • LPL Financial's Yum China position peaked at $9.14M in Q1 2019.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.