WBI Investments’s Yum China YUMC Stock Holding History

WBI Investments’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	$2.52M	Buy	61,672 +48,014	+352%	+$2.2M	0.62%	34
2026 Q1	$666K	Sell	13,658 -33,807	-71%	-$1.75M	0.18%	153
2025 Q4	$2.27M	Sell	47,465 -4,341	-8%	-$199K	0.59%	29
2025 Q3	$2.22M	Buy	51,806 +3,390	+7%	+$154K	0.57%	39
2025 Q2	$2.16M	Buy	48,416 +42,142	+672%	+$1.88M	0.56%	37
2025 Q1	$327K	Sell	6,274 -20,091	-76%	-$964K	0.09%	170
2024 Q4	$1.27M	Sell	26,365 -10,924	-29%	-$518K	0.32%	94
2024 Q3	$1.68M	Buy	+37,289	New	+$1.24M	0.4%	72
2020 Q1	–	Sell	-28,695	Closed	-$1.38M	–	211
2019 Q4	$1.38M	Buy	+28,695	New	+$1.28M	0.15%	107

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

WBI Investments's YUMC Position: Q2 2026 in Review

WBI Investments increased its Yum China (YUMC) stake by 352% in Q2 2026, buying an estimated $2.2M and bringing the position to 61,672 shares worth $2.52M. The position accounts for 0.62% of the portfolio, ranked #34.

WBI Investments first reported a position in YUMC in Q4 2019 and has held it in 9 quarters since. 662 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

WBI Investments held 61,672 shares of Yum China worth $2.52M as of Q2 2026.
WBI Investments bought 48,014 Yum China shares in Q2 2026, an estimated $2.2M.
Yum China made up 0.62% of WBI Investments's portfolio in Q2 2026, its #34 holding.
WBI Investments first reported a position in Yum China in Q4 2019 and has held it in 9 quarters since.
662 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.