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Wealthspire Advisors (New York)’s Yum China YUMC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,325
Closed -$99.8K – 2951
2025
Q3 		$99.8K Buy
+2,325
New +$106K ﹤0.01% 1015
2019
Q1 		– Sell
-277
Closed -$9K – 825
2018
Q4 		$9K Buy
+277
New +$9.5K ﹤0.01% 539

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (New York)'s YUMC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Yum China (YUMC) in Q4 2025, closing a stake of 2,325 shares — an estimated $99.8K sold.

Wealthspire Advisors (New York) first reported a position in YUMC in Q4 2018 and held it in 2 quarters. The position peaked at $99.8K in Q3 2025. 673 funds tracked by Wall St. Rank hold YUMC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Yum China position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,325 Yum China shares in Q4 2025, an estimated $99.8K.
  • Wealthspire Advisors (New York) first reported a position in Yum China in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Yum China position peaked at $99.8K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Yum China as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.