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Wealth Preservation Advisors’s Yum China YUMC Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-1,100
Closed -$53.7K – 965
2026
Q1 		$53.7K Sell
1,100
-400
-27% -$20.7K 0.04% 158
2025
Q4 		$71.6K Hold
1,500
– – 0.04% 168
2025
Q3 		$64.4K Hold
1,500
– – 0.04% 167
2025
Q2 		$67.1K Hold
1,500
– – 0.04% 163
2025
Q1 		$78.1K Buy
+1,500
New +$72K 0.06% 145

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 Preservation Advisors's YUMC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Yum China (YUMC) in Q2 2026, closing a stake of 1,100 shares — an estimated $53.7K sold.

Wealth Preservation Advisors first reported a position in YUMC in Q1 2025 and held it in 5 quarters. The position peaked at $78.1K in Q1 2025. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,100 Yum China shares in Q2 2026, an estimated $53.7K.
  • Wealth Preservation Advisors first reported a position in Yum China in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Yum China position peaked at $78.1K in Q1 2025.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.