SWM
YUMC icon

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 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: Q1 2026 in Review

SHP Wealth Management increased its Yum China (YUMC) stake by 90% in Q1 2026, buying an estimated $2.8K and bringing the position to 114 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

SHP Wealth Management first reported a position in YUMC in Q4 2025 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • SHP Wealth Management held 114 shares of Yum China worth $5.54K as of Q1 2026.
  • SHP Wealth Management bought 54 Yum China shares in Q1 2026, an estimated $2.8K.
  • Yum China made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1042 holding.
  • SHP Wealth Management first reported a position in Yum China in Q4 2025 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.