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Wealth Alliance’s Yum China YUMC Stock Holding History

Wealth Alliance’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 		$438K Buy
10,716
+4,138
+63% +$189K 0.04% 348
2026
Q1 		$321K Sell
6,578
-230
-3% -$11.9K 0.03% 411
2025
Q4 		$325K Buy
6,808
+623
+10% +$28.5K 0.03% 410
2025
Q3 		$265K Buy
+6,185
New +$281K 0.03% 456

Other funds holding YUMC

JP Morgan Chase
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
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

Wealth Alliance's YUMC Position: Q2 2026 in Review

Wealth Alliance increased its Yum China (YUMC) stake by 63% in Q2 2026, buying an estimated $189K and bringing the position to 10,716 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #348.

Wealth Alliance first reported a position in YUMC in Q3 2025 and has held it in 4 quarters since. 658 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Wealth Alliance held 10,716 shares of Yum China worth $438K as of Q2 2026.
  • Wealth Alliance bought 4,138 Yum China shares in Q2 2026, an estimated $189K.
  • Yum China made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #348 holding.
  • Wealth Alliance first reported a position in Yum China in Q3 2025 and has held it in 4 quarters since.
  • 658 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.