Physician Wealth Advisors’s Yum China YUMC Stock Holding History

Physician Wealth Advisors’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	$30K	Sell	734 -5	-0.7%	-$229	﹤0.01%	554
2026 Q1	$36.1K	Sell	739 -12	-2%	-$621	0.01%	474
2025 Q4	$35.9K	Buy	751 +12	+2%	+$550	0.01%	451
2025 Q3	$31.7K	Buy	739 +3	+0.4%	+$136	﹤0.01%	467
2025 Q2	$32.9K	Buy	736 +17	+2%	+$760	0.01%	424
2025 Q1	$37.4K	Sell	719 -11	-2%	-$528	0.01%	375
2024 Q4	$35.1K	Buy	+730	New	+$34.6K	0.01%	396

Other funds holding YUMC

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Physician Wealth Advisors's YUMC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Yum China (YUMC) stake by 0.68% in Q2 2026, selling an estimated $229 and leaving 734 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Physician Wealth Advisors first reported a position in YUMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q1 2025. 248 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Physician Wealth Advisors held 734 shares of Yum China worth $30K as of Q2 2026.
Physician Wealth Advisors sold 5 Yum China shares in Q2 2026, an estimated $229.
Yum China made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #554 holding.
Physician Wealth Advisors first reported a position in Yum China in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Yum China position peaked at $37.4K in Q1 2025.
248 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.