Caldwell Sutter Capital
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Caldwell Sutter Capital’s Yum China YUMC Stock Holding History

Caldwell Sutter 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 		$8.1K Hold
197
– – ﹤0.01% 647
2026
Q2 		$8.05K Hold
197
– – ﹤0.01% 640
2026
Q1 		$9.6K Hold
197
– – ﹤0.01% 563
2025
Q4 		$9.4K Hold
197
– – ﹤0.01% 556
2025
Q3 		$8.46K Hold
197
– – ﹤0.01% 576
2025
Q2 		$8.81K Hold
197
– – ﹤0.01% 549
2025
Q1 		$10.3K Hold
197
– – ﹤0.01% 536
2024
Q4 		$9.49K Hold
197
– – ﹤0.01% 555
2024
Q3 		$8.87K Hold
197
– – ﹤0.01% 568
2024
Q2 		$6.08K Hold
197
– – ﹤0.01% 608
2024
Q1 		$7.84K Hold
197
– – ﹤0.01% 572
2023
Q4 		$8.36K Sell
197
-18
-8% -$838 ﹤0.01% 562
2023
Q3 		$12K Hold
215
– – 0.01% 504
2023
Q2 		$12.1K Buy
+215
New +$13K 0.01% 502

Other funds holding YUMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GuardCap Asset Management
GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Sutter Capital's YUMC Position: Q3 2026 in Review

Caldwell Sutter Capital held its Yum China (YUMC) position steady in Q3 2026 at 197 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Caldwell Sutter Capital first reported a position in YUMC in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.1K in Q2 2023. 446 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Caldwell Sutter Capital held 197 shares of Yum China worth $8.1K as of Q3 2026.
  • Caldwell Sutter Capital left its Yum China share count unchanged in Q3 2026.
  • Yum China made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #647 holding.
  • Caldwell Sutter Capital first reported a position in Yum China in Q2 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Yum China position peaked at $12.1K in Q2 2023.
  • 446 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.