Unique Wealth Strategies’s Yum China YUMC Stock Holding History

Unique Wealth Strategies’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	–	Sell	-10,504	Closed	-$501K	–	263
2025 Q4	$501K	Buy	10,504 +685	+7%	+$31.4K	0.2%	156
2025 Q3	$421K	Buy	+9,819	New	+$446K	0.16%	171
2025 Q2	–	Sell	-9,918	Closed	-$516K	–	240
2025 Q1	$516K	Sell	9,918 -168	-2%	-$8.06K	0.23%	129
2024 Q4	$486K	Sell	10,086 -771	-7%	-$36.6K	0.21%	150
2024 Q3	$489K	Buy	10,857 +7,379	+212%	+$246K	0.21%	140
2024 Q2	$138K	Buy	+3,478	New	+$127K	0.06%	191

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

Unique Wealth Strategies's YUMC Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Yum China (YUMC) in Q1 2026, closing a stake of 10,504 shares — an estimated $501K sold.

Unique Wealth Strategies first reported a position in YUMC in Q2 2024 and held it in 6 quarters. The position peaked at $516K in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Unique Wealth Strategies reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 10,504 Yum China shares in Q1 2026, an estimated $501K.
Unique Wealth Strategies first reported a position in Yum China in Q2 2024 and held it in 6 quarters.
Unique Wealth Strategies's Yum China position peaked at $516K in Q1 2025.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.