Bayforest Capital’s Yum China YUMC Stock Holding History

Bayforest 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 Q2	$103K	Buy	2,517 +1,646	+189%	+$75.4K	0.1%	411
2026 Q1	$42.5K	Sell	871 -3,961	-82%	-$205K	0.05%	603
2025 Q4	$231K	Sell	4,832 -12,138	-72%	-$556K	0.17%	237
2025 Q3	$728K	Buy	16,970 +5,785	+52%	+$263K	0.35%	53
2025 Q2	$500K	Buy	+11,185	New	+$500K	0.22%	179
2025 Q1	–	Sell	-630	Closed	-$30.3K	–	917
2024 Q4	$30.3K	Buy	+630	New	+$29.9K	0.04%	533

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

Bayforest Capital's YUMC Position: Q2 2026 in Review

Bayforest Capital increased its Yum China (YUMC) stake by 189% in Q2 2026, buying an estimated $75.4K and bringing the position to 2,517 shares worth $103K. The position accounts for 0.1% of the portfolio, ranked #411.

Bayforest Capital first reported a position in YUMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $728K in Q3 2025. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Bayforest Capital held 2,517 shares of Yum China worth $103K as of Q2 2026.
Bayforest Capital bought 1,646 Yum China shares in Q2 2026, an estimated $75.4K.
Yum China made up 0.1% of Bayforest Capital's portfolio in Q2 2026, its #411 holding.
Bayforest Capital first reported a position in Yum China in Q4 2024 and has held it in 6 quarters since.
Bayforest Capital's Yum China position peaked at $728K in Q3 2025.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.