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
2026 Q2	$240K	Buy	+5,865	New	+$269K	﹤0.01%	1096
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 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

Wealthspire Advisors (New York)'s YUMC Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Yum China (YUMC) in Q2 2026: 5,865 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in YUMC as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in YUMC in Q4 2018 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Wealthspire Advisors (New York) held 5,865 shares of Yum China worth $240K as of Q2 2026.
Yum China was a new Wealthspire Advisors (New York) position in Q2 2026.
Yum China made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1096 holding.
Wealthspire Advisors (New York) first reported a position in Yum China in Q4 2018 and has held it in 3 quarters since.
665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.