WBH Advisory’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $243K | Hold |
4,940
| – | – | 0.02% | 327 |
|
|
2025
Q4 | $236K | Hold |
4,940
| – | – | 0.02% | 327 |
|
|
2025
Q3 | $212K | Hold |
4,940
| – | – | 0.02% | 333 |
|
|
2025
Q2 | $221K | Sell |
4,940
-320
| -6% | -$14.3K | 0.02% | 319 |
|
|
2025
Q1 | $274K | Hold |
5,260
| – | – | 0.03% | 282 |
|
|
2024
Q4 | $253K | Sell |
5,260
-63
| -1% | -$2.99K | 0.02% | 285 |
|
|
2024
Q3 | $240K | Buy |
+5,323
| New | +$177K | 0.02% | 292 |
|
|
2024
Q2 | – | Sell |
-6,087
| Closed | -$242K | – | 320 |
|
|
2024
Q1 | $242K | Sell |
6,087
-425
| -7% | -$16.8K | 0.02% | 282 |
|
|
2023
Q4 | $276K | Sell |
6,512
-680
| -9% | -$31.7K | 0.03% | 270 |
|
|
2023
Q3 | $401K | Sell |
7,192
-72
| -1% | -$4.03K | 0.05% | 223 |
|
|
2023
Q2 | $410K | Buy |
7,264
+2
| +0% | +$121 | 0.05% | 222 |
|
|
2023
Q1 | $460K | Buy |
+7,262
| New | +$438K | 0.06% | 212 |
|
|
2022
Q3 | $362K | Buy |
7,658
+3
| +0% | +$144 | 0.05% | 215 |
|
|
2022
Q2 | $345K | Sell |
7,655
-192
| -2% | -$8.09K | 0.05% | 235 |
|
|
2022
Q1 | $322K | Sell |
7,847
-344
| -4% | -$16.2K | 0.04% | 252 |
|
|
2021
Q4 | $408K | Sell |
8,191
-47
| -0.6% | -$2.55K | 0.05% | 234 |
|
|
2021
Q3 | $479K | Buy |
8,238
+2
| +0% | +$123 | 0.06% | 209 |
|
|
2021
Q2 | $531K | Sell |
8,236
-3
| -0% | -$191 | 0.08% | 174 |
|
|
2021
Q1 | $488K | Buy |
8,239
+2
| +0% | +$120 | 0.08% | 177 |
|
|
2020
Q4 | $486K | Sell |
8,237
-103
| -1% | -$5.78K | 0.08% | 175 |
|
|
2020
Q3 | $442K | Sell |
8,340
-55
| -0.7% | -$2.91K | 0.09% | 167 |
|
|
2020
Q2 | $403K | Sell |
8,395
-15
| -0.2% | -$707 | 0.1% | 167 |
|
|
2020
Q1 | $358 | Sell |
8,410
-161
| -2% | -$7.18K | 0.08% | 159 |
|
|
2019
Q4 | $411K | Sell |
8,571
-940
| -10% | -$41.8K | 0.08% | 171 |
|
|
2019
Q3 | $432K | Buy |
9,511
+5
| +0.1% | +$223 | 0.1% | 161 |
|
|
2019
Q2 | $439K | Sell |
9,506
-1,295
| -12% | -$56.2K | 0.1% | 162 |
|
|
2019
Q1 | $485K | Sell |
10,801
-395
| -4% | -$15.6K | 0.12% | 153 |
|
|
2018
Q4 | $375 | Sell |
11,196
-94
| -0.8% | -$3.23K | 0.09% | 164 |
|
|
2018
Q3 | $396K | Sell |
11,290
-294
| -3% | -$10.5K | 0.1% | 175 |
|
|
2018
Q2 | $445K | Buy |
11,584
+4
| +0% | +$158 | 0.12% | 155 |
|
|
2018
Q1 | $480K | Sell |
11,580
-45
| -0.4% | -$1.94K | 0.13% | 140 |
|
|
2017
Q4 | $4.03M | Sell |
11,625
-404
| -3% | -$16.6K | 1.07% | 20 |
|
|
2017
Q3 | $480K | Buy |
12,029
+1,699
| +16% | +$63.3K | 0.13% | 138 |
|
|
2017
Q2 | $407K | Sell |
10,330
-1,999
| -16% | -$72.1K | 0.11% | 149 |
|
|
2017
Q1 | $335K | Sell |
12,329
-9,069
| -42% | -$243K | 0.1% | 172 |
|
|
2016
Q4 | $558K | Buy |
+21,398
| New | +$582K | 0.19% | 117 |
|
Other funds holding YUMC
MIP
PCM
BCF
VCM
LCAM
WGI
WBH Advisory's YUMC Position: Q1 2026 in Review
WBH Advisory held its Yum China (YUMC) position steady in Q1 2026 at 4,940 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #327.
WBH Advisory first reported a position in YUMC in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.03M in Q4 2017. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.
- WBH Advisory held 4,940 shares of Yum China worth $243K as of Q1 2026.
- WBH Advisory left its Yum China share count unchanged in Q1 2026.
- Yum China made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #327 holding.
- WBH Advisory first reported a position in Yum China in Q4 2016 and has held it in 36 quarters since.
- WBH Advisory's Yum China position peaked at $4.03M in Q4 2017.
- 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.