Modera Wealth Management’s Yum China YUMC Stock Holding History

Modera Wealth Management’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	–	Sell	-5,125	Closed	-$250K	–	675
2026 Q1	$250K	Buy	5,125 +575	+13%	+$29.8K	﹤0.01%	567
2025 Q4	$217K	Buy	+4,550	New	+$208K	﹤0.01%	606
2025 Q3	–	Sell	-4,489	Closed	-$201K	–	672
2025 Q2	$201K	Buy	4,489 +177	+4%	+$7.91K	﹤0.01%	628
2025 Q1	$224K	Hold	4,312	–	–	﹤0.01%	575
2024 Q4	$208K	Buy	+4,312	New	+$204K	﹤0.01%	593
2023 Q4	–	Sell	-4,307	Closed	-$240K	–	558
2023 Q3	$240K	Hold	4,307	–	–	﹤0.01%	490
2023 Q2	$243K	Buy	4,307 +336	+8%	+$20.3K	﹤0.01%	496
2023 Q1	$252K	Buy	3,971 +100	+3%	+$6.04K	0.01%	308
2022 Q4	$212K	Buy	+3,871	New	+$197K	0.01%	325

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

Modera Wealth Management's YUMC Position: Q2 2026 in Review

Modera Wealth Management sold out of Yum China (YUMC) in Q2 2026, closing a stake of 5,125 shares — an estimated $250K sold.

Modera Wealth Management first reported a position in YUMC in Q4 2022 and held it in 9 quarters. The position peaked at $252K in Q1 2023. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Modera Wealth Management reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
Modera Wealth Management sold 5,125 Yum China shares in Q2 2026, an estimated $250K.
Modera Wealth Management first reported a position in Yum China in Q4 2022 and held it in 9 quarters.
Modera Wealth Management's Yum China position peaked at $252K in Q1 2023.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.