Institute for Wealth Management, LLC.
Position in YUMC — Yum China Holdings, Inc.
CIK 1533954
DENVER, CO
Position in YUMC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$102,869
-$106,812 QoQ
Shares Held
2,517
-20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 655 holders
Holding Since
Jun 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,268,487 across 10 Restaurants names. YUMC ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
74,899 | $7,653,928 | |
| 2 | MCD |
Mcdonalds Corp
|
2,987 | $807,415 | |
| 3 | YUM |
Yum Brands Inc
|
2,458 | $392,935 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,610 | $224,740 | |
| 5 | YUMC |
Yum China Holdings, Inc.
This page
|
2,517 | $102,869 | |
| 6 | DRI |
Darden Restaurants Inc
|
139 | $28,635 | |
| 7 | BROS |
Dutch Bros Inc.
|
357 | $25,636 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
350 | $25,378 |
All Filings in YUMC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,869 | 2,517 | Shares | Sole | 2026-07-28 | |
| 2021-06-30 | $209,681 | 3,165 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||