Center for Financial Planning, Inc.
Position in YUMC — Yum China Holdings, Inc.
CIK 1803557
SOUTHFIED, MI
Position in YUMC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$87,870
-$17,007 QoQ
Shares Held
2,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#440
of 655 holders
Holding Since
Mar 2020
16 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, 2026Center for Financial Planning, Inc. holds $2,713,531 across 7 Restaurants names. YUMC ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,300 | $1,432,643 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,632 | $542,218 | |
| 3 | YUM |
Yum Brands Inc
|
2,457 | $392,776 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,142 | $242,828 | |
| 5 | YUMC |
Yum China Holdings, Inc.
This page
|
2,150 | $87,870 | |
| 6 | SBUX |
Starbucks Corp
|
131 | $13,386 | |
| 7 | PTLO |
Portillo's Inc.
|
382 | $1,810 |
All Filings in YUMC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,870 | 2,150 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $104,877 | 2,150 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $102,641 | 2,150 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $92,278 | 2,150 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $81,685 | 1,827 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $95,113 | 1,827 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $88,006 | 1,827 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $82,251 | 1,827 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,502 | 146 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,798 | 196 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,316 | 196 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $10,921 | 196 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $11,074 | 196 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,424 | 196 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,711 | 196 | Shares | Sole | 2023-01-27 | |
| 2020-03-31 | $71,661 | 1,681 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||