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Montag & Associates’s Yum China YUMC Stock Holding History

Montag & Associates’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 		$29.8K Sell
611
-1,732
-74% -$89.7K ﹤0.01% 642
2025
Q4 		$112K Sell
2,343
-3
-0.1% -$137 0.01% 495
2025
Q3 		$101K Hold
2,346
– – ﹤0.01% 486
2025
Q2 		$105K Sell
2,346
-4
-0.2% -$179 0.01% 472
2025
Q1 		$122K Hold
2,350
– – 0.01% 474
2024
Q4 		$113K Sell
2,350
-4,650
-66% -$220K 0.01% 484
2024
Q3 		$315K Sell
7,000
-240
-3% -$7.99K 0.01% 374
2024
Q2 		$223K Hold
7,240
– – 0.01% 394
2024
Q1 		$288K Sell
7,240
-63
-0.9% -$2.49K 0.01% 371
2023
Q4 		$310K Sell
7,303
-29
-0.4% -$1.35K 0.02% 348
2023
Q3 		$409K Buy
7,332
+7
+0.1% +$392 0.03% 308
2023
Q2 		$414K Sell
7,325
-14
-0.2% -$844 0.03% 313
2023
Q1 		$465K Hold
7,339
– – 0.03% 286
2022
Q4 		$401K Buy
7,339
+18
+0.2% +$915 0.03% 290
2022
Q3 		$347K Buy
7,321
+4,550
+164% +$219K 0.02% 305
2022
Q2 		$134K Hold
2,771
– – 0.01% 409
2022
Q1 		$115K Hold
2,771
– – 0.01% 448
2021
Q4 		$138K Hold
2,771
– – 0.01% 432
2021
Q3 		$161K Hold
2,771
– – 0.01% 412
2021
Q2 		$184K Hold
2,771
– – 0.01% 399
2021
Q1 		$164K Hold
2,771
– – 0.01% 415
2020
Q4 		$158K Buy
+2,771
New +$156K 0.01% 395

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
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

Montag & Associates's YUMC Position: Q1 2026 in Review

Montag & Associates reduced its Yum China (YUMC) stake by 74% in Q1 2026, selling an estimated $89.7K and leaving 611 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Montag & Associates first reported a position in YUMC in Q4 2020 and has held it in 22 quarters since. The position peaked at $465K in Q1 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Montag & Associates held 611 shares of Yum China worth $29.8K as of Q1 2026.
  • Montag & Associates sold 1,732 Yum China shares in Q1 2026, an estimated $89.7K.
  • Yum China made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #642 holding.
  • Montag & Associates first reported a position in Yum China in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's Yum China position peaked at $465K in Q1 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.