Smallwood Wealth Investment Management’s Yum China YUMC Stock Holding History

Smallwood Wealth Investment 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	$4.83K	Hold	118	–	–	﹤0.01%	368
2026 Q1	$5.76K	Hold	118	–	–	﹤0.01%	362
2025 Q4	$5.64K	Hold	118	–	–	﹤0.01%	344
2025 Q3	$5.07K	Sell	118 -60	-34%	-$2.73K	﹤0.01%	351
2025 Q2	$7.96K	Hold	178	–	–	﹤0.01%	332
2025 Q1	$9.27K	Buy	+178	New	+$8.54K	0.01%	318

Other funds holding YUMC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Smallwood Wealth Investment Management's YUMC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Yum China (YUMC) position steady in Q2 2026 at 118 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Smallwood Wealth Investment Management first reported a position in YUMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.27K in Q1 2025. 320 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Smallwood Wealth Investment Management held 118 shares of Yum China worth $4.83K as of Q2 2026.
Smallwood Wealth Investment Management left its Yum China share count unchanged in Q2 2026.
Yum China made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #368 holding.
Smallwood Wealth Investment Management first reported a position in Yum China in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Yum China position peaked at $9.27K in Q1 2025.
320 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.