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 Q1	$9.61K	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Caldwell Sutter Capital's YUMC Position: Q1 2026 in Review

Caldwell Sutter Capital held its Yum China (YUMC) position steady in Q1 2026 at 197 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Caldwell Sutter Capital first reported a position in YUMC in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.1K in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Caldwell Sutter Capital held 197 shares of Yum China worth $9.61K as of Q1 2026.
Caldwell Sutter Capital left its Yum China share count unchanged in Q1 2026.
Yum China made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #563 holding.
Caldwell Sutter Capital first reported a position in Yum China in Q2 2023 and has held it in 12 quarters since.
Caldwell Sutter Capital's Yum China position peaked at $12.1K in Q2 2023.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.