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Cape Investment Advisory’s Yum China YUMC Stock Holding History

Cape Investment Advisory’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 		$124K Buy
+3,035
New +$139K 0.03% 306
2026
Q1 		– Sell
-2,490
Closed -$119K – 1250
2025
Q4 		$119K Buy
2,490
+676
+37% +$31K 0.04% 271
2025
Q3 		$77.9K Buy
1,814
+96
+6% +$4.36K 0.08% 182
2025
Q2 		$76.8K Buy
1,718
+84
+5% +$3.75K 0.03% 306
2025
Q1 		$85.1K Buy
1,634
+121
+8% +$5.8K 0.03% 268
2024
Q4 		$72.9K Buy
1,513
+117
+8% +$5.55K 0.03% 283
2024
Q3 		$62.8K Buy
1,396
+197
+16% +$6.56K 0.03% 296
2024
Q2 		$37K Sell
1,199
-546
-31% -$20K 0.02% 334
2024
Q1 		$69.4K Buy
1,745
+565
+48% +$22.3K 0.03% 258
2023
Q4 		$50.1K Sell
1,180
-102
-8% -$4.75K 0.02% 349
2023
Q3 		$71.4K Sell
1,282
-175
-12% -$9.79K 0.04% 246
2023
Q2 		$82.3K Buy
1,457
+39
+3% +$2.35K 0.05% 218
2023
Q1 		$89.9K Buy
+1,418
New +$85.6K 0.05% 201

Other funds holding YUMC

JP Morgan Chase
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
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

Cape Investment Advisory's YUMC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Yum China (YUMC) in Q2 2026: 3,035 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #306 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in YUMC as recently as Q4 2025.

Cape Investment Advisory first reported a position in YUMC in Q1 2023 and has held it in 13 quarters since. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Cape Investment Advisory held 3,035 shares of Yum China worth $124K as of Q2 2026.
  • Yum China was a new Cape Investment Advisory position in Q2 2026.
  • Yum China made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #306 holding.
  • Cape Investment Advisory first reported a position in Yum China in Q1 2023 and has held it in 13 quarters since.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.