EP Wealth Advisors, LLC

Position in YUMC — Yum China Holdings, Inc.

CIK 1540569 TORRANCE, CA

Position in YUMC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$323,445

+$45,448 QoQ

Shares Held

7,914

+38.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#349

of 655 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names. YUMC ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	282,614	$76,393,390
2	SBUX	Starbucks Corp	75,211	$7,685,812
3	YUM	Yum Brands Inc	14,820	$2,369,125
4	DRI	Darden Restaurants Inc	5,168	$1,064,659
5	CMG	Chipotle Mexican Grill Inc	27,897	$948,498
6	YUMC	Yum China Holdings, Inc. This page	7,914	$323,445

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,445	7,914	+38.9%	Shares	Sole	2026-08-12
2026-03-31	$277,997	5,699	-3.4%	Shares	Sole	2026-05-14
2025-12-31	$281,618	5,899	+36.7%	Shares	Sole	2026-02-18
2025-03-31	$224,638	4,315	-2.4%	Shares	Sole	2025-05-15
2024-12-31	$212,863	4,419	-0.2%	Shares	Sole	2025-02-14
2023-09-30	$246,672	4,427	-23.7%	Shares	Sole	2023-11-24
2023-06-30	$327,700	5,800	-54.1%	Shares	Sole	2023-08-14
2023-03-31	$800,235	12,624	+69.2%	Shares	Sole	2023-06-05
2022-06-30	$361,907	7,462	-11.0%	Shares	Sole	2022-08-11
2021-12-31	$418,008	8,387	+10.5%	Shares	Sole	2022-02-17
2021-09-30	$440,880	7,587	+82.3%	Shares	Sole	2021-11-23
2021-06-30	$275,732	4,162	+12.9%	Shares	Sole	2021-08-24
2021-03-31	$218,188	3,685	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.