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Pinnacle Wealth Planning Services’s Yum China YUMC Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$63.7K Hold
1,306
– – 0.01% 1057
2025
Q4 		$62.4K Buy
+1,306
New +$59.8K 0.01% 1052
2024
Q1 		– Sell
-4,798
Closed -$204K – 537
2023
Q4 		$204K Sell
4,798
-191
-4% -$8.89K 0.03% 404
2023
Q3 		$278K Buy
4,989
+93
+2% +$5.2K 0.05% 271
2023
Q2 		$277K Sell
4,896
-67
-1% -$4.04K 0.04% 282
2023
Q1 		$315K Sell
4,963
-1
-0% -$60 0.05% 257
2022
Q4 		$271K Sell
4,964
-4
-0.1% -$203 0.05% 286
2022
Q3 		$235K Sell
4,968
-130
-3% -$6.24K 0.04% 290
2022
Q2 		$247K Sell
5,098
-141
-3% -$5.94K 0.04% 288
2022
Q1 		$218K Sell
5,239
-507
-9% -$23.9K 0.04% 355
2021
Q4 		$286K Sell
5,746
-323
-5% -$17.5K 0.06% 265
2021
Q3 		$353K Sell
6,069
-360
-6% -$22.1K 0.08% 215
2021
Q2 		$426K Buy
6,429
+13
+0.2% +$829 0.1% 166
2021
Q1 		$380K Buy
6,416
+31
+0.5% +$1.85K 0.1% 175
2020
Q4 		$365K Buy
6,385
+37
+0.6% +$2.08K 0.09% 157
2020
Q3 		$336K Sell
6,348
-2
-0% -$106 0.11% 144
2020
Q2 		$305K Buy
+6,350
New +$299K 0.1% 159

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 $6.69B AUM
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

Pinnacle Wealth Planning Services's YUMC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Yum China (YUMC) position steady in Q1 2026 at 1,306 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #1057.

Pinnacle Wealth Planning Services first reported a position in YUMC in Q2 2020 and has held it in 17 quarters since. The position peaked at $426K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,306 shares of Yum China worth $63.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Yum China share count unchanged in Q1 2026.
  • Yum China made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1057 holding.
  • Pinnacle Wealth Planning Services first reported a position in Yum China in Q2 2020 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's Yum China position peaked at $426K in Q2 2021.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.