Patriot Financial Group Insurance Agency, LLC

Insurance

Position in YUMC — Yum China Holdings, Inc.

CIK 1694883 Westborough, MA

Position in YUMC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$718,208

-$883,922 QoQ

Shares Held

17,573

-46.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#273

of 655 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $1,550,762 across 2 Restaurants names. YUMC ranks #2 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCD	Mcdonalds Corp	3,080	$832,554
2	YUMC	Yum China Holdings, Inc. This page	17,573	$718,208

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,208	17,573	-46.5%	Shares	Sole	2026-07-16
2026-03-31	$1,602,130	32,844	+111.5%	Shares	Sole	2026-04-22
2025-12-31	$741,402	15,530	+46.2%	Shares	Sole	2026-01-26
2025-09-30	$455,810	10,620	+7.3%	Shares	Sole	2025-10-08
2025-06-30	$442,718	9,902	+16.1%	Shares	Sole	2025-07-21
2025-03-31	$444,175	8,532	+11.1%	Shares	Sole	2025-04-14
2024-12-31	$369,801	7,677	-7.7%	Shares	Sole	2025-01-22
2024-09-30	$374,296	8,314	+50.6%	Shares	Sole	2024-10-24
2024-03-31	$219,640	5,520	+210.8%	Shares	Sole	2024-04-30
2022-06-30	$86,136	1,776	+377.4%	Shares	Sole	2022-07-29
2022-03-31	$15,452	372	+78.8%	Shares	Sole	2022-05-11
2021-12-31	$10,366	208	0.0%	Shares	Sole	2022-01-10
2021-09-30	$12,086	208	0.0%	Shares	Sole	2021-11-24
2021-06-30	$13,780	208	+0.5%	Shares	Sole	2021-07-30
2021-03-31	$12,256	207	-23.6%	Shares	Sole	2021-04-29
2020-12-31	$15,471	271	+30.9%	Shares	Sole	2021-01-15
2020-09-30	$10,960	207	0.0%	Shares	Sole	2020-10-21
2020-06-30	$9,950	207	0.0%	Shares	Sole	2020-07-10
2020-03-31	$8,824	207	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.