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 Q3	$58.4K	Sell	1,420 -1,387	-49%	-$61.6K	﹤0.01%	1117
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Mather Group's YUMC Position: Q3 2026 in Review

Mather Group reduced its Yum China (YUMC) stake by 49% in Q3 2026, selling an estimated $61.6K and leaving 1,420 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Mather Group first reported a position in YUMC in Q2 2023 and has held it in 10 quarters since. The position peaked at $115K in Q2 2026. 99 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

Mather Group held 1,420 shares of Yum China worth $58.4K as of Q3 2026.
Mather Group sold 1,387 Yum China shares in Q3 2026, an estimated $61.6K.
Yum China made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1117 holding.
Mather Group first reported a position in Yum China in Q2 2023 and has held it in 10 quarters since.
Mather Group's Yum China position peaked at $115K in Q2 2026.
99 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.