Perigon Wealth Management’s Yum China YUMC Stock Holding History

Perigon 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 Q2	$300K	Buy	7,329 +139	+2%	+$6.36K	﹤0.01%	1118
2026 Q1	$351K	Sell	7,190 -9	-0.1%	-$466	0.01%	956
2025 Q4	$344K	Sell	7,199 -1,366	-16%	-$62.6K	0.01%	967
2025 Q3	$368K	Buy	8,565 +1,450	+20%	+$65.9K	0.01%	871
2025 Q2	$318K	Sell	7,115 -201	-3%	-$8.99K	0.01%	825
2025 Q1	$381K	Sell	7,316 -566	-7%	-$27.2K	0.01%	722
2024 Q4	$341K	Buy	7,882 +149	+2%	+$7.07K	0.01%	770
2024 Q3	$348K	Buy	+7,733	New	+$257K	0.01%	730
2024 Q1	–	Sell	-7,659	Closed	-$325K	–	936
2023 Q4	$325K	Buy	7,659 +83	+1%	+$3.86K	0.01%	626
2023 Q3	$422K	Buy	7,576 +194	+3%	+$10.9K	0.02%	483
2023 Q2	$417K	Buy	+7,382	New	+$445K	0.02%	508
2021 Q1	–	Sell	-358	Closed	-$20K	–	1061
2020 Q4	$20K	Buy	+358	New	+$20.1K	﹤0.01%	1061
2018 Q2	–	Sell	-200	Closed	-$8K	–	606
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	533
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	508
2017 Q3	$8K	Buy	+200	New	+$7.45K	﹤0.01%	531

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

Perigon Wealth Management's YUMC Position: Q2 2026 in Review

Perigon Wealth Management increased its Yum China (YUMC) stake by 1.9% in Q2 2026, buying an estimated $6.36K and bringing the position to 7,329 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Perigon Wealth Management first reported a position in YUMC in Q3 2017 and has held it in 15 quarters since. The position peaked at $422K in Q3 2023. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Perigon Wealth Management held 7,329 shares of Yum China worth $300K as of Q2 2026.
Perigon Wealth Management bought 139 Yum China shares in Q2 2026, an estimated $6.36K.
Yum China made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1118 holding.
Perigon Wealth Management first reported a position in Yum China in Q3 2017 and has held it in 15 quarters since.
Perigon Wealth Management's Yum China position peaked at $422K in Q3 2023.
659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.