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Root Financial Partners’s Yum China YUMC Stock Holding History

Root Financial Partners’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 		– Sell
-317
Closed -$15.5K – 3247
2026
Q1 		$15.5K Buy
317
+18
+6% +$932 ﹤0.01% 1467
2025
Q4 		$14.3K Buy
299
+6
+2% +$275 ﹤0.01% 1343
2025
Q3 		$12.6K Buy
+293
New +$13.3K ﹤0.01% 1349

Other funds holding YUMC

NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's YUMC Position: Q2 2026 in Review

Root Financial Partners sold out of Yum China (YUMC) in Q2 2026, closing a stake of 317 shares — an estimated $15.5K sold.

Root Financial Partners first reported a position in YUMC in Q3 2025 and held it in 3 quarters. The position peaked at $15.5K in Q1 2026. 212 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Root Financial Partners reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 317 Yum China shares in Q2 2026, an estimated $15.5K.
  • Root Financial Partners first reported a position in Yum China in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Yum China position peaked at $15.5K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.