Summit Trail Advisors’s Yum China YUMC Stock Holding History

Summit Trail Advisors’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 Q2	$1.76M	Hold	42,968	–	–	0.02%	694
2026 Q1	$2.1M	Buy	42,968 +570	+1%	+$29.5K	0.03%	488
2025 Q4	$2.02M	Sell	42,398 -3,147	-7%	-$144K	0.04%	395
2025 Q3	$1.95M	Sell	45,545 -56	-0.1%	-$2.55K	0.03%	455
2025 Q2	$2.04M	Buy	45,601 +61	+0.1%	+$2.73K	0.04%	265
2025 Q1	$2.37M	Buy	45,540 +32,745	+256%	+$1.57M	0.08%	80
2024 Q4	$616K	Buy	+12,795	New	+$607K	0.02%	187
2018 Q4	–	Sell	-2,884	Closed	-$101K	–	236
2018 Q3	$101K	Buy	+2,884	New	+$103K	0.02%	274
2018 Q1	–	Sell	-1,633	Closed	-$75K	–	1697
2017 Q4	$75K	Buy	+1,633	New	+$67.2K	0.01%	710

Other funds holding YUMC

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

PCM

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

BCF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

LCAM

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Summit Trail Advisors's YUMC Position: Q2 2026 in Review

Summit Trail Advisors held its Yum China (YUMC) position steady in Q2 2026 at 42,968 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #694.

Summit Trail Advisors first reported a position in YUMC in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2025. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Summit Trail Advisors held 42,968 shares of Yum China worth $1.76M as of Q2 2026.
Summit Trail Advisors left its Yum China share count unchanged in Q2 2026.
Yum China made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #694 holding.
Summit Trail Advisors first reported a position in Yum China in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Yum China position peaked at $2.37M in Q1 2025.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.