PF
YUMC icon

PlanVest Financial’s Yum China YUMC Stock Holding History

PlanVest Financial’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 		$4.48K Buy
110
+1
+0.9% +$46 ﹤0.01% 472
2026
Q1 		$5.35K Buy
+109
New +$5.64K ﹤0.01% 421

Other funds holding YUMC

JP Morgan Chase
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
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

PlanVest Financial's YUMC Position: Q2 2026 in Review

PlanVest Financial increased its Yum China (YUMC) stake by 0.92% in Q2 2026, buying an estimated $46 and bringing the position to 110 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

PlanVest Financial first reported a position in YUMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.35K in Q1 2026. 648 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • PlanVest Financial held 110 shares of Yum China worth $4.48K as of Q2 2026.
  • PlanVest Financial bought 1 Yum China share in Q2 2026, an estimated $46.
  • Yum China made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #472 holding.
  • PlanVest Financial first reported a position in Yum China in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Yum China position peaked at $5.35K in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.