Wiser Advisor Group’s Yum China YUMC Stock Holding History

Wiser Advisor Group’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	$3.01K	Buy	74 +1	+1%	+$46	﹤0.01%	215
2026 Q1	$3.57K	Hold	73	–	–	﹤0.01%	202
2025 Q4	$3.47K	Sell	73 -117	-62%	-$5.36K	﹤0.01%	210
2025 Q3	$8.13K	Buy	+190	New	+$8.64K	0.01%	189
2025 Q2	–	Sell	-1,081	Closed	-$56.3K	–	268
2025 Q1	$56.3K	Sell	1,081 -3,395	-76%	-$163K	0.08%	88
2024 Q4	$216K	Sell	4,476 -33	-0.7%	-$1.56K	0.31%	44
2024 Q3	$203K	Sell	4,509 -622	-12%	-$20.7K	0.3%	48
2024 Q2	$158K	Sell	5,131 -1,943	-27%	-$71.1K	0.25%	53
2024 Q1	$282K	Sell	7,074 -136	-2%	-$5.37K	0.44%	41
2023 Q4	$306K	Buy	+7,210	New	+$336K	0.51%	37

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

Wiser Advisor Group's YUMC Position: Q2 2026 in Review

Wiser Advisor Group increased its Yum China (YUMC) stake by 1.4% in Q2 2026, buying an estimated $46 and bringing the position to 74 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Wiser Advisor Group first reported a position in YUMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $306K in Q4 2023. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Wiser Advisor Group held 74 shares of Yum China worth $3.01K as of Q2 2026.
Wiser Advisor Group bought 1 Yum China share in Q2 2026, an estimated $46.
Yum China made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #215 holding.
Wiser Advisor Group first reported a position in Yum China in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Yum China position peaked at $306K in Q4 2023.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.