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Apella Capital’s Yum China YUMC Stock Holding History

Apella Capital’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
Q3 		$219K Buy
+5,376
New +$239K ﹤0.01% 716
2026
Q2 		– Sell
-4,190
Closed -$203K – 739
2026
Q1 		$203K Buy
+4,190
New +$217K ﹤0.01% 643

Other funds holding YUMC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital's YUMC Position: Q3 2026 in Review

Apella Capital opened a new position in Yum China (YUMC) in Q3 2026: 5,376 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Apella Capital previously reported a position in YUMC as recently as Q1 2026.

Apella Capital first reported a position in YUMC in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Apella Capital held 5,376 shares of Yum China worth $219K as of Q3 2026.
  • Yum China was a new Apella Capital position in Q3 2026.
  • Yum China made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #716 holding.
  • Apella Capital first reported a position in Yum China in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.