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Oppenheimer & Co’s Yum China YUMC Stock Holding History

Oppenheimer & Co’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 		$368K Sell
7,543
-2,149
-22% -$111K ﹤0.01% 1310
2025
Q4 		$463K Buy
9,692
+149
+2% +$6.83K 0.01% 1105
2025
Q3 		$410K Sell
9,543
-630
-6% -$28.6K 0.01% 1255
2025
Q2 		$455K Sell
10,173
-239
-2% -$10.7K 0.01% 1176
2025
Q1 		$542K Buy
10,412
+4,211
+68% +$202K 0.01% 1048
2024
Q4 		$299K Sell
6,201
-383
-6% -$18.2K ﹤0.01% 1269
2024
Q3 		$296K Buy
+6,584
New +$219K ﹤0.01% 1235
2024
Q2 		– Sell
-5,982
Closed -$238K – 1530
2024
Q1 		$238K Buy
5,982
+248
+4% +$9.79K ﹤0.01% 1271
2023
Q4 		$243K Hold
5,734
– – ﹤0.01% 1214
2023
Q3 		$319K Sell
5,734
-176
-3% -$9.85K 0.01% 1107
2023
Q2 		$334K Buy
5,910
+156
+3% +$9.41K 0.01% 1126
2023
Q1 		$365K Hold
5,754
– – 0.01% 1067
2022
Q4 		$314K Hold
5,754
– – 0.01% 1069
2022
Q3 		$272K Sell
5,754
-209
-4% -$10K 0.01% 1099
2022
Q2 		$290K Sell
5,963
-30
-0.5% -$1.26K 0.01% 1125
2022
Q1 		$248K Sell
5,993
-1,380
-19% -$65K ﹤0.01% 1276
2021
Q4 		$367K Sell
7,373
-284
-4% -$15.4K 0.01% 1142
2021
Q3 		$445K Sell
7,657
-10
-0.1% -$615 0.01% 1060
2021
Q2 		$508K Sell
7,667
-1,373
-15% -$87.6K 0.01% 1026
2021
Q1 		$535K Sell
9,040
-82
-0.9% -$4.9K 0.01% 940
2020
Q4 		$521K Sell
9,122
-250
-3% -$14K 0.01% 870
2020
Q3 		$496K Sell
9,372
-5,614
-37% -$297K 0.01% 807
2020
Q2 		$720K Sell
14,986
-3,509
-19% -$165K 0.02% 685
2020
Q1 		$788K Sell
18,495
-5,917
-24% -$264K 0.02% 597
2019
Q4 		$1.17M Buy
24,412
+1,366
+6% +$60.7K 0.03% 572
2019
Q3 		$1.05M Buy
23,046
+4,406
+24% +$197K 0.03% 585
2019
Q2 		$861K Sell
18,640
-28,848
-61% -$1.25M 0.02% 641
2019
Q1 		$2.13M Sell
47,488
-3,660
-7% -$144K 0.06% 373
2018
Q4 		$1.72M Sell
51,148
-21,994
-30% -$755K 0.05% 376
2018
Q3 		$2.57M Sell
73,142
-38,772
-35% -$1.38M 0.07% 323
2018
Q2 		$4.3M Sell
111,914
-17,137
-13% -$679K 0.12% 196
2018
Q1 		$5.36M Sell
129,051
-6,808
-5% -$293K 0.14% 163
2017
Q4 		$5.44M Sell
135,859
-689
-0.5% -$28.3K 0.14% 169
2017
Q3 		$5.46M Sell
136,548
-2,133
-2% -$79.5K 0.15% 164
2017
Q2 		$5.47M Sell
138,681
-880
-0.6% -$31.8K 0.15% 161
2017
Q1 		$3.8M Buy
139,561
+12,914
+10% +$345K 0.11% 236
2016
Q4 		$3.31M Buy
+126,647
New +$3.45M 0.1% 256

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 $6.48B AUM 18.36% 1-Year Est. Return
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

Oppenheimer & Co's YUMC Position: Q1 2026 in Review

Oppenheimer & Co reduced its Yum China (YUMC) stake by 22% in Q1 2026, selling an estimated $111K and leaving 7,543 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Oppenheimer & Co first reported a position in YUMC in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.47M in Q2 2017. 701 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Oppenheimer & Co held 7,543 shares of Yum China worth $368K as of Q1 2026.
  • Oppenheimer & Co sold 2,149 Yum China shares in Q1 2026, an estimated $111K.
  • Yum China made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1310 holding.
  • Oppenheimer & Co first reported a position in Yum China in Q4 2016 and has held it in 37 quarters since.
  • Oppenheimer & Co's Yum China position peaked at $5.47M in Q2 2017.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.