Mather Group’s Yum China YUMC Stock Holding History

Mather Group’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	$115K	Buy	2,807 +1,374	+96%	+$62.9K	﹤0.01%	909
2026 Q1	$69.9K	Buy	+1,433	New	+$74.2K	﹤0.01%	981
2025 Q4	–	Sell	-1,420	Closed	-$60.9K	–	1672
2025 Q3	$60.9K	Buy	+1,420	New	+$64.6K	﹤0.01%	866
2025 Q2	–	Sell	-1,420	Closed	-$73.9K	–	1754
2025 Q1	$73.9K	Hold	1,420	–	–	﹤0.01%	828
2024 Q4	$68.4K	Hold	1,420	–	–	﹤0.01%	812
2024 Q3	$63.9K	Sell	1,420 -221	-13%	-$7.36K	﹤0.01%	827
2024 Q2	$65.3K	Buy	1,641 +1,038	+172%	+$38K	﹤0.01%	925
2024 Q1	$25.6K	Buy	+603	New	+$23.8K	﹤0.01%	1007
2023 Q3	–	Sell	-376	Closed	-$21.2K	–	637
2023 Q2	$21.2K	Buy	+376	New	+$22.7K	﹤0.01%	581

Other funds holding YUMC

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 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 Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mather Group's YUMC Position: Q2 2026 in Review

Mather Group increased its Yum China (YUMC) stake by 96% in Q2 2026, buying an estimated $62.9K and bringing the position to 2,807 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Mather Group first reported a position in YUMC in Q2 2023 and has held it in 9 quarters since. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Mather Group held 2,807 shares of Yum China worth $115K as of Q2 2026.
Mather Group bought 1,374 Yum China shares in Q2 2026, an estimated $62.9K.
Yum China made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #909 holding.
Mather Group first reported a position in Yum China in Q2 2023 and has held it in 9 quarters since.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.