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	–	1451
2025 Q2	$64K	Buy	+1,431	New	+$64K	0.02%	462
2023 Q1	–	Sell	-5,481	Closed	-$300K	–	1412
2022 Q4	$300K	Buy	+5,481	New	+$279K	0.06%	399
2021 Q4	–	Hold	0	–	–	–	1118
2021 Q3	–	Hold	0	–	–	–	1008
2020 Q3	–	Hold	0	–	–	–	614
2020 Q2	–	Hold	0	–	–	–	585
2017 Q4	–	Sell	-12,300	Closed	-$492K	–	289
2017 Q3	$492K	Buy	+12,300	New	+$458K	0.23%	106
2017 Q2	–	Sell	-16,565	Closed	-$451K	–	404
2017 Q1	$451K	Buy	+16,565	New	+$443K	0.17%	146

Other funds holding YUMC

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return