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Summit Securities Group’s Yum China YUMC Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-1,431
Closed -$64K – 1409
2025
Q2 		$64K Buy
+1,431
New +$64K 0.01% 462
2023
Q1 		– Sell
-5,481
Closed -$300K – 1366
2022
Q4 		$300K Buy
+5,481
New +$279K 0.01% 399
2017
Q4 		– Sell
-12,300
Closed -$492K – 273
2017
Q3 		$492K Buy
+12,300
New +$458K 0.08% 106
2017
Q2 		– Sell
-16,565
Closed -$451K – 382
2017
Q1 		$451K Buy
+16,565
New +$443K 0.13% 146

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Summit Securities Group's YUMC Position: Q3 2025 in Review

Summit Securities Group sold out of Yum China (YUMC) in Q3 2025, closing a stake of 1,431 shares — an estimated $64K sold.

Summit Securities Group first reported a position in YUMC in Q1 2017 and held it in 4 quarters. The position peaked at $492K in Q3 2017. 663 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

  • Summit Securities Group reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,431 Yum China shares in Q3 2025, an estimated $64K.
  • Summit Securities Group first reported a position in Yum China in Q1 2017 and held it in 4 quarters.
  • Summit Securities Group's Yum China position peaked at $492K in Q3 2017.
  • 663 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.