Perigon Wealth Management, LLC
Position in YUMC — Yum China Holdings, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in YUMC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$299,536
-$51,192 QoQ
Shares Held
7,329
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#358
of 655 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,178,704 across 10 Restaurants names. YUMC ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
63,589 | $17,188,742 | |
| 2 | SBUX |
Starbucks Corp
|
27,510 | $2,811,246 | |
| 3 | YUM |
Yum Brands Inc
|
9,241 | $1,477,266 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
12,171 | $413,814 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 6 | YUMC |
Yum China Holdings, Inc.
This page
|
7,329 | $299,536 | |
| 7 | CAVA |
Cava Group, Inc.
|
2,874 | $225,551 | |
| 8 | WING |
Wingstop Inc.
|
1,230 | $213,294 |
All Filings in YUMC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,536 | 7,329 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $350,728 | 7,190 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $343,680 | 7,199 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $367,609 | 8,565 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $318,111 | 7,115 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $380,870 | 7,316 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $379,675 | 7,882 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $348,139 | 7,733 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $324,971 | 7,659 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $422,134 | 7,576 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $417,083 | 7,382 | Shares | Sole | 2023-08-02 | |
| 2020-12-31 | $20,438 | 358 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||