Addison Advisors’s Yum China YUMC Stock Holding History

Addison Advisors’s Portfolio YUMC Stock Details YUMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-940	Closed	-$45.9K	–	1021
2026 Q1	$45.9K	Sell	940 -22	-2%	-$1.14K	0.01%	444
2025 Q4	$45.9K	Buy	962 +33	+4%	+$1.51K	0.01%	429
2025 Q3	$39.9K	Hold	929	–	–	0.01%	441
2025 Q2	$41.5K	Hold	929	–	–	0.01%	429
2025 Q1	$48.4K	Hold	929	–	–	0.01%	392
2024 Q4	$44.8K	Hold	929	–	–	0.01%	402
2024 Q3	$41.8K	Buy	929 +89	+11%	+$2.96K	0.01%	416
2024 Q2	$25.9K	Hold	840	–	–	0.01%	451
2024 Q1	$33.4K	Hold	840	–	–	0.01%	408
2023 Q4	$35.6K	Hold	840	–	–	0.01%	394
2023 Q3	$46.8K	Hold	840	–	–	0.02%	328
2023 Q2	$47.5K	Hold	840	–	–	0.02%	320
2023 Q1	$53.2K	Hold	840	–	–	0.03%	294
2022 Q4	$45.9K	Hold	840	–	–	0.03%	299
2022 Q3	$40K	Hold	840	–	–	0.02%	285
2022 Q2	$41K	Hold	840	–	–	0.02%	284
2022 Q1	$35K	Hold	840	–	–	0.02%	335
2021 Q4	$42K	Hold	840	–	–	0.03%	261
2021 Q3	$49K	Hold	840	–	–	0.04%	185
2021 Q2	$56K	Buy	+840	New	+$53.6K	0.05%	175
2020 Q4	$48K	Buy	+840	New	+$47.2K	0.05%	179

Other funds holding YUMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Addison Advisors's YUMC Position: Q2 2026 in Review

Addison Advisors sold out of Yum China (YUMC) in Q2 2026, closing a stake of 940 shares — an estimated $45.9K sold.

Addison Advisors first reported a position in YUMC in Q4 2020 and held it in 21 quarters. The position peaked at $56K in Q2 2021. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Addison Advisors reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 940 Yum China shares in Q2 2026, an estimated $45.9K.
Addison Advisors first reported a position in Yum China in Q4 2020 and held it in 21 quarters.
Addison Advisors's Yum China position peaked at $56K in Q2 2021.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.