Principal Securities’s Yum China YUMC Stock Holding History

Principal Securities’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	$2.02M	Buy	49,429 +1,103	+2%	+$50.5K	0.02%	542
2026 Q1	$2.36M	Buy	48,326 +1,982	+4%	+$103K	0.03%	432
2025 Q4	$2.21M	Buy	46,344 +15,508	+50%	+$710K	0.03%	435
2025 Q3	$1.32M	Buy	30,836 +5,518	+22%	+$251K	0.02%	578
2025 Q2	$1.13M	Buy	25,318 +451	+2%	+$20.2K	0.02%	576
2025 Q1	$1.2M	Buy	24,867 +60	+0.2%	+$2.88K	0.03%	492
2024 Q4	$1.19M	Buy	24,807 +144	+0.6%	+$6.83K	0.03%	490
2024 Q3	$1.11M	Buy	24,663 +7,641	+45%	+$254K	0.03%	494
2024 Q2	$525K	Sell	17,022 -1,344	-7%	-$49.2K	0.01%	684
2024 Q1	$731K	Buy	18,366 +6,681	+57%	+$264K	0.02%	535
2023 Q4	$496K	Buy	+11,685	New	+$544K	0.02%	608

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

Principal Securities's YUMC Position: Q2 2026 in Review

Principal Securities increased its Yum China (YUMC) stake by 2.3% in Q2 2026, buying an estimated $50.5K and bringing the position to 49,429 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #542.

Principal Securities first reported a position in YUMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q1 2026. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Principal Securities held 49,429 shares of Yum China worth $2.02M as of Q2 2026.
Principal Securities bought 1,103 Yum China shares in Q2 2026, an estimated $50.5K.
Yum China made up 0.02% of Principal Securities's portfolio in Q2 2026, its #542 holding.
Principal Securities first reported a position in Yum China in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Yum China position peaked at $2.36M in Q1 2026.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.