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Spire Wealth Management’s Yum China YUMC Stock Holding History

Spire 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 		$35.3K Hold
863
– – ﹤0.01% 1269
2026
Q1 		$42.1K Sell
863
-42
-5% -$2.17K ﹤0.01% 1214
2025
Q4 		$43.2K Sell
905
-176
-16% -$8.06K ﹤0.01% 1227
2025
Q3 		$46.4K Buy
1,081
+1
+0.1% +$45 ﹤0.01% 1264
2025
Q2 		$48.3K Sell
1,080
-664
-38% -$29.7K ﹤0.01% 1209
2025
Q1 		$90.8K Buy
1,744
+408
+31% +$19.6K ﹤0.01% 1071
2024
Q4 		$64.3K Buy
1,336
+2
+0.1% +$95 ﹤0.01% 1190
2024
Q3 		$60.1K Sell
1,334
-604
-31% -$20.1K ﹤0.01% 1075
2024
Q2 		$59.8K Sell
1,938
-34
-2% -$1.25K ﹤0.01% 1059
2024
Q1 		$78.5K Sell
1,972
-14
-0.7% -$553 ﹤0.01% 1073
2023
Q4 		$70K Sell
1,986
-99
-5% -$4.61K ﹤0.01% 1096
2023
Q3 		$116K Sell
2,085
-169
-7% -$9.46K ﹤0.01% 901
2023
Q2 		$127K Sell
2,254
-41
-2% -$2.47K ﹤0.01% 895
2023
Q1 		$145K Buy
2,295
+194
+9% +$11.7K 0.01% 835
2022
Q4 		$115K Sell
2,101
-761
-27% -$38.7K 0.01% 704
2022
Q3 		$135K Sell
2,862
-3,459
-55% -$166K 0.01% 621
2022
Q2 		$307K Sell
6,321
-235
-4% -$9.9K 0.01% 628
2022
Q1 		$272K Sell
6,556
-4,747
-42% -$224K 0.01% 760
2021
Q4 		$563K Buy
11,303
+4,144
+58% +$225K 0.01% 655
2021
Q3 		$416K Buy
7,159
+40
+0.6% +$2.46K 0.01% 654
2021
Q2 		$472K Sell
7,119
-4,982
-41% -$318K 0.01% 625
2021
Q1 		$718K Buy
+12,101
New +$723K 0.02% 552

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

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

Spire Wealth Management held its Yum China (YUMC) position steady in Q2 2026 at 863 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Spire Wealth Management first reported a position in YUMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $718K in Q1 2021. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Spire Wealth Management held 863 shares of Yum China worth $35.3K as of Q2 2026.
  • Spire Wealth Management left its Yum China share count unchanged in Q2 2026.
  • Yum China made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1269 holding.
  • Spire Wealth Management first reported a position in Yum China in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Yum China position peaked at $718K in Q1 2021.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.