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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
2021
Q4 		– Sell
-50
Closed -$291K – 981
2021
Q3 		$291K Buy
+50
New +$3.07K 0.02% 534
2020
Q3 		– Sell
-132
Closed -$635K – 521
2020
Q2 		$635K Buy
+132
New +$6.22K 0.08% 197

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
PCM
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 $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
WIM
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

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. 662 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.
  • 662 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.