Shakespeare Wealth Management’s Yum China YUMC Stock Holding History

Shakespeare Wealth Management’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	$297K	Hold	7,264	–	–	0.08%	68
2026 Q1	$354K	Hold	7,264	–	–	0.08%	74
2025 Q4	$347K	Hold	7,264	–	–	0.08%	79
2025 Q3	$312K	Hold	7,264	–	–	0.07%	79
2025 Q2	$325K	Hold	7,264	–	–	0.09%	75
2025 Q1	$378K	Hold	7,264	–	–	0.1%	74
2024 Q4	$350K	Hold	7,264	–	–	0.09%	73
2024 Q3	$327K	Sell	7,264 -127	-2%	-$4.23K	0.09%	77
2024 Q2	$228K	Hold	7,391	–	–	0.07%	81
2024 Q1	$294K	Hold	7,391	–	–	0.09%	71
2023 Q4	$314K	Hold	7,391	–	–	0.1%	65
2023 Q3	$412K	Buy	7,391 +52	+0.7%	+$2.91K	0.14%	59
2023 Q2	$415K	Hold	7,339	–	–	0.14%	56
2023 Q1	$465K	Sell	7,339 -14	-0.2%	-$845	0.17%	50
2022 Q4	$402K	Hold	7,353	–	–	0.15%	55
2022 Q3	$348K	Hold	7,353	–	–	0.15%	56
2022 Q2	$350K	Hold	7,353	–	–	0.14%	54
2022 Q1	$323K	Hold	7,353	–	–	0.12%	56
2021 Q4	$366K	Buy	7,353 +222	+3%	+$12K	0.13%	53
2021 Q3	$417K	Hold	7,131	–	–	0.16%	51
2021 Q2	$440K	Hold	7,131	–	–	0.17%	48
2021 Q1	$422K	Hold	7,131	–	–	0.17%	49
2020 Q4	$407K	Hold	7,131	–	–	0.18%	48
2020 Q3	$378K	Hold	7,131	–	–	0.2%	48
2020 Q2	$343K	Hold	7,131	–	–	0.2%	47
2020 Q1	$304K	Hold	7,131	–	–	0.21%	46
2019 Q4	$342K	Hold	7,131	–	–	0.19%	56
2019 Q3	$324K	Hold	7,131	–	–	0.19%	58
2019 Q2	$329K	Hold	7,131	–	–	0.21%	55
2019 Q1	$320K	Hold	7,131	–	–	0.24%	37
2018 Q4	$239K	Hold	7,131	–	–	0.18%	42
2018 Q3	$250K	Buy	+7,131	New	+$254K	0.19%	37
2018 Q2	–	Sell	-7,131	Closed	-$296K	–	39
2018 Q1	$296K	Buy	+7,131	New	+$307K	0.26%	35

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

Shakespeare Wealth Management's YUMC Position: Q2 2026 in Review

Shakespeare Wealth Management held its Yum China (YUMC) position steady in Q2 2026 at 7,264 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #68.

Shakespeare Wealth Management first reported a position in YUMC in Q1 2018 and has held it in 33 quarters since. The position peaked at $465K in Q1 2023. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Shakespeare Wealth Management held 7,264 shares of Yum China worth $297K as of Q2 2026.
Shakespeare Wealth Management left its Yum China share count unchanged in Q2 2026.
Yum China made up 0.08% of Shakespeare Wealth Management's portfolio in Q2 2026, its #68 holding.
Shakespeare Wealth Management first reported a position in Yum China in Q1 2018 and has held it in 33 quarters since.
Shakespeare Wealth Management's Yum China position peaked at $465K in Q1 2023.
659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.