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 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 $1.56T 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

WBI Investments's YUMC Position: Q1 2026 in Review

WBI Investments reduced its Yum China (YUMC) stake by 71% in Q1 2026, selling an estimated $1.75M and leaving 13,658 shares worth $666K. The position accounts for 0.18% of the portfolio, ranked #153.

WBI Investments first reported a position in YUMC in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.27M in Q4 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

WBI Investments held 13,658 shares of Yum China worth $666K as of Q1 2026.
WBI Investments sold 33,807 Yum China shares in Q1 2026, an estimated $1.75M.
Yum China made up 0.18% of WBI Investments's portfolio in Q1 2026, its #153 holding.
WBI Investments first reported a position in Yum China in Q4 2019 and has held it in 8 quarters since.
WBI Investments's Yum China position peaked at $2.27M in Q4 2025.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.