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Stratos Wealth Partners’s Yum China YUMC Stock Holding History

Stratos Wealth Partners’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 		$313K Buy
6,413
+370
+6% +$19.2K ﹤0.01% 1297
2025
Q4 		$289K Sell
6,043
-379
-6% -$17.4K ﹤0.01% 1310
2025
Q3 		$276K Sell
6,422
-33
-0.5% -$1.5K ﹤0.01% 1293
2025
Q2 		$289K Buy
6,455
+171
+3% +$7.64K ﹤0.01% 1153
2025
Q1 		$327K Sell
6,284
-493
-7% -$23.6K 0.01% 1047
2024
Q4 		$326K Sell
6,777
-198
-3% -$9.39K ﹤0.01% 1113
2024
Q3 		$314K Buy
+6,975
New +$232K ﹤0.01% 1129
2023
Q4 		– Sell
-8,348
Closed -$465K – 1428
2023
Q3 		$465K Buy
+8,348
New +$467K 0.01% 844
2021
Q4 		– Sell
-3,874
Closed -$225K – 1307
2021
Q3 		$225K Buy
3,874
+2
+0.1% +$123 0.01% 1052
2021
Q2 		$257K Hold
3,872
– – 0.01% 1033
2021
Q1 		$229K Sell
3,872
-47
-1% -$2.81K 0.01% 986
2020
Q4 		$224K Sell
3,919
-265
-6% -$14.9K 0.01% 966
2020
Q3 		$222K Buy
+4,184
New +$221K 0.01% 887
2020
Q1 		– Sell
-5,147
Closed -$247K – 1054
2019
Q4 		$247K Sell
5,147
-587
-10% -$26.1K 0.01% 831
2019
Q3 		$261K Buy
5,734
+67
+1% +$2.99K 0.01% 776
2019
Q2 		$262K Buy
5,667
+88
+2% +$3.82K 0.01% 777
2019
Q1 		$251K Buy
+5,579
New +$220K 0.01% 778
2018
Q4 		– Sell
-5,457
Closed -$192K – 2551
2018
Q3 		$192K Buy
+5,457
New +$194K 0.01% 850
2018
Q2 		– Sell
-6,066
Closed -$252K – 2630
2018
Q1 		$252K Buy
6,066
+40
+0.7% +$1.72K 0.01% 806
2017
Q4 		$241K Buy
6,026
+92
+2% +$3.79K 0.01% 787
2017
Q3 		$237K Sell
5,934
-347
-6% -$12.9K 0.01% 784
2017
Q2 		$248K Buy
+6,281
New +$227K 0.01% 710

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 $187B AUM 18.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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 $2.68B AUM 76.4% 1-Year Est. Return

Stratos Wealth Partners's YUMC Position: Q1 2026 in Review

Stratos Wealth Partners increased its Yum China (YUMC) stake by 6.1% in Q1 2026, buying an estimated $19.2K and bringing the position to 6,413 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Stratos Wealth Partners first reported a position in YUMC in Q2 2017 and has held it in 22 quarters since. The position peaked at $465K in Q3 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Stratos Wealth Partners held 6,413 shares of Yum China worth $313K as of Q1 2026.
  • Stratos Wealth Partners bought 370 Yum China shares in Q1 2026, an estimated $19.2K.
  • Yum China made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1297 holding.
  • Stratos Wealth Partners first reported a position in Yum China in Q2 2017 and has held it in 22 quarters since.
  • Stratos Wealth Partners's Yum China position peaked at $465K in Q3 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.