Position in YUMC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,870
-$6,870 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 208 holders
Holding Since
Dec 2020
20 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, 2026Concord Wealth Partners holds $4,334,105 across 10 Restaurants names. YUMC ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
11,056 | $2,988,547 | |
| 2 | DRI |
Darden Restaurants Inc
|
5,299 | $1,091,646 | |
| 3 | YUM |
Yum Brands Inc
|
1,000 | $159,860 | |
| 4 | YUMC |
Yum China Holdings, Inc.
This page
|
1,000 | $40,870 | |
| 5 | SBUX |
Starbucks Corp
|
264 | $26,978 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | CAVA |
Cava Group, Inc.
|
105 | $8,240 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in YUMC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,870 | 1,000 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $47,740 | 1,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $42,920 | 1,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $44,710 | 1,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $73,040 | 1,403 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $67,582 | 1,403 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $70,726 | 1,571 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $30,870 | 1,001 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $77,073 | 1,937 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $51,043 | 1,203 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $92,773 | 1,665 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $98,027 | 1,735 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $98,508 | 1,554 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $95,309 | 1,744 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $82,644 | 1,704 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $70,784 | 1,704 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $50,288 | 1,009 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $66,250 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $62,881 | 1,062 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $60,629 | 1,062 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||