Position in YUMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$561,116
+$21,129 QoQ
Shares Held
11,503
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $50,383,688 across 32 Restaurants names. YUMC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
77,344 | $24,037,741 | |
| 2 | SBUX |
Starbucks Corp
|
219,359 | $19,652,372 | |
| 3 | YUM |
Yum Brands Inc
|
13,394 | $2,082,499 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
44,391 | $1,420,955 | |
| 5 | DRI |
Darden Restaurants Inc
|
4,416 | $865,712 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,461 | $571,549 | |
| 7 | YUMC |
Yum China Holdings, Inc.
This page
|
11,503 | $561,116 | |
| 8 | BROS |
Dutch Bros Inc.
|
5,351 | $271,081 |
All Filings in YUMC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,116 | 11,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,987 | 11,311 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $440,402 | 10,261 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $457,159 | 10,225 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $417,677 | 8,023 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $395,234 | 8,205 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $296,951 | 6,596 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $197,067 | 6,390 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $275,346 | 6,920 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $280,801 | 6,618 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $313,202 | 5,621 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $325,101 | 5,754 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $360,435 | 5,686 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $314,947 | 5,763 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $256,339 | 5,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,623 | 5,518 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $237,359 | 5,714 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $292,710 | 5,873 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $339,594 | 5,844 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $386,900 | 5,840 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $109,716 | 1,853 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $94,141 | 1,649 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $87,261 | 1,648 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $81,767 | 1,701 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $70,254 | 1,648 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||