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Patriot Financial Group Insurance Agency’s Yum China YUMC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$718K Sell
17,573
-15,271
-46% -$699K 0.07% 263
2026
Q1 		$1.6M Buy
32,844
+17,314
+111% +$896K 0.09% 236
2025
Q4 		$741K Buy
15,530
+4,910
+46% +$225K 0.09% 243
2025
Q3 		$456K Buy
10,620
+718
+7% +$32.6K 0.06% 305
2025
Q2 		$443K Buy
9,902
+1,370
+16% +$61.3K 0.05% 335
2025
Q1 		$444K Buy
8,532
+855
+11% +$41K 0.06% 311
2024
Q4 		$370K Sell
7,677
-637
-8% -$30.2K 0.05% 330
2024
Q3 		$374K Buy
+8,314
New +$277K 0.05% 337
2024
Q2 		– Sell
-5,520
Closed -$220K – 517
2024
Q1 		$220K Buy
+5,520
New +$218K 0.03% 430
2022
Q3 		– Sell
-1,776
Closed -$86K – 1985
2022
Q2 		$86K Buy
1,776
+1,404
+377% +$59.1K 0.02% 586
2022
Q1 		$15K Buy
372
+164
+79% +$7.72K ﹤0.01% 1219
2021
Q4 		$10K Hold
208
– – ﹤0.01% 1503
2021
Q3 		$12K Hold
208
– – ﹤0.01% 1417
2021
Q2 		$14K Buy
208
+1
+0.5% +$64 ﹤0.01% 1331
2021
Q1 		$12K Sell
207
-64
-24% -$3.83K ﹤0.01% 1309
2020
Q4 		$15K Buy
271
+64
+31% +$3.59K ﹤0.01% 1090
2020
Q3 		$11K Hold
207
– – ﹤0.01% 1021
2020
Q2 		$10K Hold
207
– – ﹤0.01% 988
2020
Q1 		$9K Sell
207
-29
-12% -$1.29K ﹤0.01% 902
2019
Q4 		$11K Sell
236
-1,225
-84% -$54.4K ﹤0.01% 828
2019
Q3 		$66K Hold
1,461
– – 0.03% 395
2019
Q2 		$66K Buy
1,461
+71
+5% +$3.08K 0.03% 398
2019
Q1 		$62K Buy
1,390
+100
+8% +$3.94K 0.03% 352
2018
Q4 		$43K Sell
1,290
-164
-11% -$5.63K 0.03% 350
2018
Q3 		$51K Buy
1,454
+945
+186% +$33.7K 0.03% 300
2018
Q2 		$20K Sell
509
-884
-63% -$35K 0.02% 292
2018
Q1 		$55K Sell
1,393
-295
-17% -$12.7K 0.04% 298
2017
Q4 		$71K Sell
1,688
-32
-2% -$1.32K 0.05% 248
2017
Q3 		$74K Sell
1,720
-180
-9% -$6.71K 0.07% 208
2017
Q2 		$71K Sell
1,900
-3
-0.2% -$108 0.07% 192
2017
Q1 		$54K Hold
1,903
– – 0.06% 210
2016
Q4 		$50K Buy
+1,903
New +$51.8K 0.07% 217

Other funds holding YUMC

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Patriot Financial Group Insurance Agency's YUMC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Yum China (YUMC) stake by 46% in Q2 2026, selling an estimated $699K and leaving 17,573 shares worth $718K. The position accounts for 0.07% of the portfolio, ranked #263.

Patriot Financial Group Insurance Agency first reported a position in YUMC in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.6M in Q1 2026. 351 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 17,573 shares of Yum China worth $718K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 15,271 Yum China shares in Q2 2026, an estimated $699K.
  • Yum China made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #263 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Yum China in Q4 2016 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's Yum China position peaked at $1.6M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.