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SHP Wealth Management’s Yum China YUMC Stock Holding History

SHP 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 		$7.6K Buy
186
+72
+63% +$3.3K ﹤0.01% 1057
2026
Q1 		$5.54K Buy
114
+54
+90% +$2.8K ﹤0.01% 1042
2025
Q4 		$2.89K Buy
+60
New +$2.75K ﹤0.01% 1075

Other funds holding YUMC

JP Morgan Chase
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
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

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

SHP Wealth Management increased its Yum China (YUMC) stake by 63% in Q2 2026, buying an estimated $3.3K and bringing the position to 186 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

SHP Wealth Management first reported a position in YUMC in Q4 2025 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • SHP Wealth Management held 186 shares of Yum China worth $7.6K as of Q2 2026.
  • SHP Wealth Management bought 72 Yum China shares in Q2 2026, an estimated $3.3K.
  • Yum China made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1057 holding.
  • SHP Wealth Management first reported a position in Yum China in Q4 2025 and has held it in 3 quarters since.
  • 665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.