Merit Financial Group’s Yum China YUMC Stock Holding History

Merit Financial 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	$563K	Sell	13,785 -2,201	-14%	-$101K	﹤0.01%	1436
2026 Q1	$780K	Buy	15,986 +1,131	+8%	+$58.6K	0.01%	1116
2025 Q4	$709K	Buy	14,855 +6,388	+75%	+$293K	0.01%	1096
2025 Q3	$363K	Buy	8,467 +1,108	+15%	+$50.4K	﹤0.01%	1334
2025 Q2	$329K	Buy	7,359 +353	+5%	+$15.8K	﹤0.01%	1290
2025 Q1	$365K	Buy	7,006 +330	+5%	+$15.8K	0.01%	1059
2024 Q4	$322K	Buy	+6,676	New	+$317K	0.01%	901
2021 Q3	–	Sell	-5,041	Closed	-$334K	–	276
2021 Q2	$334K	Hold	5,041	–	–	0.03%	197
2021 Q1	$298K	Hold	5,041	–	–	0.03%	192
2020 Q4	$288K	Hold	5,041	–	–	0.03%	173
2020 Q3	$267K	Sell	5,041 -800	-14%	-$42.3K	0.02%	186
2020 Q2	$281K	Sell	5,841 -400	-6%	-$18.9K	0.03%	169
2020 Q1	$266K	Buy	6,241 +400	+7%	+$17.8K	0.03%	176
2019 Q4	$280K	Buy	+5,841	New	+$260K	0.02%	196

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

Merit Financial Group's YUMC Position: Q2 2026 in Review

Merit Financial Group reduced its Yum China (YUMC) stake by 14% in Q2 2026, selling an estimated $101K and leaving 13,785 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Merit Financial Group first reported a position in YUMC in Q4 2019 and has held it in 14 quarters since. The position peaked at $780K in Q1 2026. 658 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Merit Financial Group held 13,785 shares of Yum China worth $563K as of Q2 2026.
Merit Financial Group sold 2,201 Yum China shares in Q2 2026, an estimated $101K.
Yum China made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1436 holding.
Merit Financial Group first reported a position in Yum China in Q4 2019 and has held it in 14 quarters since.
Merit Financial Group's Yum China position peaked at $780K in Q1 2026.
658 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.