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 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 $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Summit Trail Advisors's YUMC Position: Q1 2026 in Review

Summit Trail Advisors increased its Yum China (YUMC) stake by 1.3% in Q1 2026, buying an estimated $29.5K and bringing the position to 42,968 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #488.

Summit Trail Advisors first reported a position in YUMC in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.37M in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Summit Trail Advisors held 42,968 shares of Yum China worth $2.1M as of Q1 2026.
Summit Trail Advisors bought 570 Yum China shares in Q1 2026, an estimated $29.5K.
Yum China made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #488 holding.
Summit Trail Advisors first reported a position in Yum China in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's Yum China position peaked at $2.37M in Q1 2025.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.