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Ridgewood Investments’s Yum China YUMC Stock Holding History

Ridgewood Investments’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
Q3 		$318K Hold
7,736
– – 0.12% 186
2026
Q2 		$316K Hold
7,736
– – 0.12% 182
2026
Q1 		$377K Buy
+7,736
New +$401K 0.15% 161
2025
Q3 		$444K Buy
11,318
+875
+8% +$39.8K 0.19% 139
2025
Q2 		$467K Sell
10,443
-2,432
-19% -$109K 0.2% 118
2025
Q1 		$627K Sell
12,875
-2,117
-14% -$102K 0.29% 97
2024
Q4 		$722K Sell
14,992
-376
-2% -$17.8K 0.35% 85
2024
Q3 		$692K Sell
15,368
-729
-5% -$24.3K 0.35% 85
2024
Q2 		$496K Buy
16,097
+2,613
+19% +$95.6K 0.25% 109
2024
Q1 		$537K Buy
+13,484
New +$532K 0.28% 112
2023
Q3 		– Sell
-17
Closed -$961 – 809
2023
Q2 		$961 Hold
17
– – ﹤0.01% 744
2023
Q1 		$1.08K Buy
+17
New +$1.03K ﹤0.01% 735

Other funds holding YUMC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Ridgewood Investments's YUMC Position: Q3 2026 in Review

Ridgewood Investments held its Yum China (YUMC) position steady in Q3 2026 at 7,736 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #186.

Ridgewood Investments first reported a position in YUMC in Q1 2023 and has held it in 12 quarters since. The position peaked at $722K in Q4 2024. 27 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Ridgewood Investments held 7,736 shares of Yum China worth $318K as of Q3 2026.
  • Ridgewood Investments left its Yum China share count unchanged in Q3 2026.
  • Yum China made up 0.12% of Ridgewood Investments's portfolio in Q3 2026, its #186 holding.
  • Ridgewood Investments first reported a position in Yum China in Q1 2023 and has held it in 12 quarters since.
  • Ridgewood Investments's Yum China position peaked at $722K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.