Montgomery Financial Services’s Yum China YUMC Stock Holding History

Montgomery Financial Services’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	$958	Buy	+23	New	+$1.05K	﹤0.01%	301

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

Montgomery Financial Services's YUMC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Yum China (YUMC) in Q2 2026: 23 shares worth $958. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

632 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Montgomery Financial Services held 23 shares of Yum China worth $958 as of Q2 2026.
Yum China was a new Montgomery Financial Services position in Q2 2026.
Yum China made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #301 holding.
632 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.