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 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 $1.56T 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

Modera Wealth Management's YUMC Position: Q1 2026 in Review

Modera Wealth Management increased its Yum China (YUMC) stake by 13% in Q1 2026, buying an estimated $29.8K and bringing the position to 5,125 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Modera Wealth Management first reported a position in YUMC in Q4 2022 and has held it in 9 quarters since. The position peaked at $252K in Q1 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Modera Wealth Management held 5,125 shares of Yum China worth $250K as of Q1 2026.
Modera Wealth Management bought 575 Yum China shares in Q1 2026, an estimated $29.8K.
Yum China made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #567 holding.
Modera Wealth Management first reported a position in Yum China in Q4 2022 and has held it in 9 quarters since.
Modera Wealth Management's Yum China position peaked at $252K in Q1 2023.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.