Confluence Wealth Services, Inc.
Position in YUMC — Yum China Holdings, Inc.
CIK 1910411
MCMURRAY, PA
Position in YUMC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$272,194
-$9,754 QoQ
Shares Held
6,660
+15.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#372
of 655 holders
Holding Since
Dec 2021
18 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, 2026Confluence Wealth Services, Inc. holds $6,947,308 across 6 Restaurants names. YUMC ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,998 | $4,054,109 | |
| 2 | YUM |
Yum Brands Inc
|
6,160 | $984,737 | |
| 3 | SBUX |
Starbucks Corp
|
7,305 | $746,497 | |
| 4 | DRI |
Darden Restaurants Inc
|
3,108 | $640,279 | |
| 5 | YUMC |
Yum China Holdings, Inc.
This page
|
6,660 | $272,194 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
7,338 | $249,492 |
All Filings in YUMC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,194 | 6,660 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $281,948 | 5,780 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $275,412 | 5,769 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $247,219 | 5,760 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $257,082 | 5,750 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $298,824 | 5,740 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $276,110 | 5,732 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $267,733 | 5,947 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $231,736 | 5,824 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $245,924 | 5,796 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $322,674 | 5,791 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $326,965 | 5,787 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $366,584 | 5,783 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $315,822 | 5,779 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $273,330 | 5,775 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $296,529 | 6,114 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $253,767 | 6,109 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $305,170 | 6,123 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||