Camelot Portfolios’s Yum China YUMC Stock Holding History

Camelot Portfolios’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	$969K	Sell	23,711 -1,056	-4%	-$48.3K	0.68%	45
2026 Q1	$1.21M	Sell	24,767 -1,124	-4%	-$58.2K	0.89%	29
2025 Q4	$1.24M	Sell	25,891 -939	-3%	-$43K	0.76%	33
2025 Q3	$1.15M	Sell	26,830 -1,234	-4%	-$56.1K	0.68%	47
2025 Q2	$1.25M	Sell	28,064 -1,144	-4%	-$51.1K	0.75%	37
2025 Q1	$1.52M	Buy	29,208 +5,050	+21%	+$242K	0.94%	25
2024 Q4	$1.16M	Sell	24,158 -3,183	-12%	-$151K	1.26%	22
2024 Q3	$1.23M	Sell	27,341 -1,003	-4%	-$33.4K	1.21%	25
2024 Q2	$874K	Buy	+28,344	New	+$1.04M	0.49%	60

Other funds holding YUMC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Camelot Portfolios's YUMC Position: Q2 2026 in Review

Camelot Portfolios reduced its Yum China (YUMC) stake by 4.3% in Q2 2026, selling an estimated $48.3K and leaving 23,711 shares worth $969K. The position accounts for 0.68% of the portfolio, ranked #45.

Camelot Portfolios first reported a position in YUMC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q1 2025. 87 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Camelot Portfolios held 23,711 shares of Yum China worth $969K as of Q2 2026.
Camelot Portfolios sold 1,056 Yum China shares in Q2 2026, an estimated $48.3K.
Yum China made up 0.68% of Camelot Portfolios's portfolio in Q2 2026, its #45 holding.
Camelot Portfolios first reported a position in Yum China in Q2 2024 and has held it in 9 quarters since.
Camelot Portfolios's Yum China position peaked at $1.52M in Q1 2025.
87 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.