Stephens Consulting’s Yum China YUMC Stock Holding History

Stephens Consulting’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
2025 Q4	$23.9K	Hold	500	–	–	0.01%	185
2025 Q3	$21.5K	Hold	500	–	–	0.01%	184
2025 Q2	$22.4K	Hold	500	–	–	0.01%	257
2025 Q1	$26K	Sell	500 -86	-15%	-$4.13K	0.01%	242
2024 Q4	$28.2K	Hold	586	–	–	0.01%	234
2024 Q3	$26.4K	Sell	586 -18	-3%	-$599	0.01%	240
2024 Q2	$18.6K	Buy	604 +104	+21%	+$3.81K	0.01%	272
2024 Q1	$19.9K	Hold	500	–	–	0.01%	251
2023 Q4	$21.2K	Sell	500 -80	-14%	-$3.72K	0.01%	241
2023 Q3	$32.3K	Hold	580	–	–	0.01%	210
2023 Q2	$32.8K	Hold	580	–	–	0.01%	202
2023 Q1	$36.8K	Hold	580	–	–	0.02%	200
2022 Q4	$31.7K	Hold	580	–	–	0.02%	204
2022 Q3	$27.5K	Hold	580	–	–	0.02%	225
2022 Q2	$28.1K	Hold	580	–	–	0.02%	218
2022 Q1	$24.1K	Buy	580 +500	+625%	+$23.6K	0.02%	257
2021 Q4	$3.99K	Buy	+80	New	+$4.34K	﹤0.01%	523

Other funds holding YUMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

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

GAM

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

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's YUMC Position: Q4 2025 in Review

Stephens Consulting held its Yum China (YUMC) position steady in Q4 2025 at 500 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #185.

Stephens Consulting first reported a position in YUMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $36.8K in Q1 2023. 674 funds tracked by Wall St. Rank hold YUMC as of Q4 2025.

Stephens Consulting held 500 shares of Yum China worth $23.9K as of Q4 2025.
Stephens Consulting left its Yum China share count unchanged in Q4 2025.
Yum China made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #185 holding.
Stephens Consulting first reported a position in Yum China in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Yum China position peaked at $36.8K in Q1 2023.
674 funds tracked by Wall St. Rank held Yum China as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.