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Whittier Trust’s Yum China YUMC Stock Holding History

Whittier Trust’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 		$12.4K Hold
291
– – ﹤0.01% 1111
2026
Q1 		$14.1K Sell
291
-240
-45% -$12.4K ﹤0.01% 1067
2025
Q4 		$25.3K Sell
531
-1,000
-65% -$45.8K ﹤0.01% 986
2025
Q3 		$64.8K Hold
1,531
– – ﹤0.01% 802
2025
Q2 		$68.4K Hold
1,531
– – ﹤0.01% 881
2025
Q1 		$79.7K Sell
1,531
-260
-15% -$12.5K ﹤0.01% 824
2024
Q4 		$86.3K Sell
1,791
-4,144
-70% -$196K ﹤0.01% 827
2024
Q3 		$267K Sell
5,935
-668
-10% -$22.2K ﹤0.01% 622
2024
Q2 		$204K Sell
6,603
-67
-1% -$2.45K ﹤0.01% 645
2024
Q1 		$265K Sell
6,670
-33
-0.5% -$1.3K ﹤0.01% 592
2023
Q4 		$284K Sell
6,703
-18
-0.3% -$838 ﹤0.01% 577
2023
Q3 		$374K Sell
6,721
-174
-3% -$9.73K 0.01% 522
2023
Q2 		$390K Hold
6,895
– – 0.01% 503
2023
Q1 		$437K Hold
6,895
– – 0.01% 486
2022
Q4 		$377K Sell
6,895
-676
-9% -$34.4K 0.01% 515
2022
Q3 		$358K Buy
7,571
+2,000
+36% +$96.1K 0.01% 514
2022
Q2 		$270K Hold
5,571
– – 0.01% 573
2022
Q1 		$231K Hold
5,571
– – ﹤0.01% 639
2021
Q4 		$278K Sell
5,571
-264
-5% -$14.3K ﹤0.01% 605
2021
Q3 		$339K Sell
5,835
-4,890
-46% -$301K 0.01% 540
2021
Q2 		$711K Sell
10,725
-310
-3% -$19.8K 0.01% 422
2021
Q1 		$653K Buy
11,035
+602
+6% +$36K 0.01% 428
2020
Q4 		$596K Sell
10,433
-146
-1% -$8.2K 0.01% 410
2020
Q3 		$560K Buy
10,579
+570
+6% +$30.2K 0.01% 412
2020
Q2 		$481K Sell
10,009
-1,283
-11% -$60.5K 0.01% 406
2020
Q1 		$481K Sell
11,292
-145
-1% -$6.47K 0.02% 388
2019
Q4 		$549K Sell
11,437
-623
-5% -$27.7K 0.01% 388
2019
Q3 		$548K Buy
12,060
+102
+0.9% +$4.55K 0.02% 383
2019
Q2 		$552K Hold
11,958
– – 0.02% 376
2019
Q1 		$537K Hold
11,958
– – 0.02% 373
2018
Q4 		$401K Hold
11,958
– – 0.01% 395
2018
Q3 		$420K Sell
11,958
-140
-1% -$4.99K 0.01% 392
2018
Q2 		$465K Sell
12,098
-427
-3% -$16.9K 0.02% 371
2018
Q1 		$520K Sell
12,525
-117
-0.9% -$5.03K 0.02% 363
2017
Q4 		$506K Sell
12,642
-1,494
-11% -$61.5K 0.02% 364
2017
Q3 		$565K Buy
14,136
+1,635
+13% +$60.9K 0.02% 343
2017
Q2 		$493K Buy
12,501
+297
+2% +$10.7K 0.02% 342
2017
Q1 		$332K Buy
12,204
+1,687
+16% +$45.1K 0.01% 394
2016
Q4 		$275K Buy
+10,517
New +$286K 0.01% 419

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

Whittier Trust's YUMC Position: Q2 2026 in Review

Whittier Trust held its Yum China (YUMC) position steady in Q2 2026 at 291 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Whittier Trust first reported a position in YUMC in Q4 2016 and has held it in 39 quarters since. The position peaked at $711K in Q2 2021. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Whittier Trust held 291 shares of Yum China worth $12.4K as of Q2 2026.
  • Whittier Trust left its Yum China share count unchanged in Q2 2026.
  • Yum China made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1111 holding.
  • Whittier Trust first reported a position in Yum China in Q4 2016 and has held it in 39 quarters since.
  • Whittier Trust's Yum China position peaked at $711K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.