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Williams Jones Wealth Management’s Yum China YUMC Stock Holding History

Williams Jones Wealth Management’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 		$333K Buy
8,149
+112
+1% +$5.13K ﹤0.01% 430
2026
Q1 		$392K Sell
8,037
-221
-3% -$11.4K ﹤0.01% 389
2025
Q4 		$394K Buy
8,258
+221
+3% +$10.1K ﹤0.01% 379
2025
Q3 		$345K Hold
8,037
– – ﹤0.01% 395
2025
Q2 		$359K Hold
8,037
– – ﹤0.01% 393
2025
Q1 		$418K Hold
8,037
– – 0.01% 362
2024
Q4 		$387K Hold
8,037
– – ﹤0.01% 382
2024
Q3 		$362K Sell
8,037
-709
-8% -$23.6K ﹤0.01% 406
2024
Q2 		$270K Sell
8,746
-429
-5% -$15.7K ﹤0.01% 433
2024
Q1 		$365K Buy
9,175
+509
+6% +$20.1K ﹤0.01% 403
2023
Q4 		$368K Hold
8,666
– – 0.01% 394
2023
Q3 		$483K Sell
8,666
-100
-1% -$5.59K 0.01% 346
2023
Q2 		$495K Hold
8,766
– – 0.01% 345
2023
Q1 		$556K Hold
8,766
– – 0.01% 351
2022
Q4 		$479K Sell
8,766
-1
-0% -$51 0.01% 364
2022
Q3 		$415K Sell
8,767
-671
-7% -$32.2K 0.01% 386
2022
Q2 		$458K Buy
+9,438
New +$397K 0.01% 375
2021
Q3 		– Sell
-6,672
Closed -$442K – 517
2021
Q2 		$442K Sell
6,672
-448
-6% -$28.6K 0.01% 338
2021
Q1 		$422K Sell
7,120
-300
-4% -$17.9K 0.01% 335
2020
Q4 		$424K Buy
7,420
+1,900
+34% +$107K 0.01% 311
2020
Q3 		$292K Hold
5,520
– – 0.01% 336
2020
Q2 		$265K Hold
5,520
– – 0.01% 335
2020
Q1 		$235K Hold
5,520
– – 0.01% 322
2019
Q4 		$265K Hold
5,520
– – 0.01% 380
2019
Q3 		$251K Buy
+5,520
New +$247K 0.01% 376

Other funds holding YUMC

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
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Williams Jones Wealth Management's YUMC Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Yum China (YUMC) stake by 1.4% in Q2 2026, buying an estimated $5.13K and bringing the position to 8,149 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Williams Jones Wealth Management first reported a position in YUMC in Q3 2019 and has held it in 25 quarters since. The position peaked at $556K in Q1 2023. 289 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Williams Jones Wealth Management held 8,149 shares of Yum China worth $333K as of Q2 2026.
  • Williams Jones Wealth Management bought 112 Yum China shares in Q2 2026, an estimated $5.13K.
  • Yum China made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Williams Jones Wealth Management first reported a position in Yum China in Q3 2019 and has held it in 25 quarters since.
  • Williams Jones Wealth Management's Yum China position peaked at $556K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.