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 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 $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mather Group's YUMC Position: Q1 2026 in Review

Mather Group opened a new position in Yum China (YUMC) in Q1 2026: 1,433 shares worth $69.9K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Mather Group previously reported a position in YUMC as recently as Q3 2025.

Mather Group first reported a position in YUMC in Q2 2023 and has held it in 8 quarters since. The position peaked at $73.9K in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Mather Group held 1,433 shares of Yum China worth $69.9K as of Q1 2026.
Yum China was a new Mather Group position in Q1 2026.
Yum China made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #981 holding.
Mather Group first reported a position in Yum China in Q2 2023 and has held it in 8 quarters since.
Mather Group's Yum China position peaked at $73.9K in Q1 2025.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.