Root Financial Partners
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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
Q3 		$8.8K Buy
+214
New +$9.5K ﹤0.01% 1975
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primavera Capital Management
Primavera Capital Management George Town, Cayman Islands $558M AUM 11.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BLS Capital Fondsmaeglerselskab
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.51B AUM 13.37% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's YUMC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Yum China (YUMC) in Q3 2026: 214 shares worth $8.8K. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in YUMC as recently as Q1 2026.

Root Financial Partners first reported a position in YUMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.5K in Q1 2026. 534 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Root Financial Partners held 214 shares of Yum China worth $8.8K as of Q3 2026.
  • Yum China was a new Root Financial Partners position in Q3 2026.
  • Yum China made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1975 holding.
  • Root Financial Partners first reported a position in Yum China in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Yum China position peaked at $15.5K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.