Capital Advisors Ltd’s Yum China YUMC Stock Holding History

Capital Advisors Ltd’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	$43K	Buy	1,041 +5	+0.5%	+$229	﹤0.01%	537
2026 Q1	$51K	Buy	1,036 +164	+19%	+$8.49K	0.01%	493
2025 Q4	$42K	Buy	872 +4	+0.5%	+$183	﹤0.01%	523
2025 Q3	$37K	Buy	868 +5	+0.6%	+$227	﹤0.01%	539
2025 Q2	$39K	Buy	863 +4	+0.5%	+$179	﹤0.01%	519
2025 Q1	$45K	Buy	859 +3	+0.4%	+$144	0.01%	480
2024 Q4	$41K	Buy	856 +3	+0.4%	+$142	0.01%	495
2024 Q3	$38K	Sell	853 -80	-9%	-$2.66K	﹤0.01%	507
2024 Q2	$29K	Buy	933 +54	+6%	+$1.98K	﹤0.01%	542
2024 Q1	$35K	Buy	879 +12	+1%	+$474	﹤0.01%	498
2023 Q4	$37K	Buy	867 +3	+0.3%	+$140	0.01%	472
2023 Q3	$48K	Buy	864 +2	+0.2%	+$112	0.01%	422
2023 Q2	$49K	Buy	862 +1	+0.1%	+$60	0.01%	430
2023 Q1	$55K	Buy	861 +2	+0.2%	+$121	0.01%	364
2022 Q4	$47K	Buy	859 +1	+0.1%	+$51	0.01%	378
2022 Q3	$41K	Buy	858 +2	+0.2%	+$96	0.01%	380
2022 Q2	$42K	Buy	856 +26	+3%	+$1.09K	0.01%	370
2022 Q1	$34K	Buy	830 +3	+0.4%	+$141	0.01%	402
2021 Q4	$41K	Buy	827 +1	+0.1%	+$54	0.01%	375
2021 Q3	$48K	Buy	826 +2	+0.2%	+$123	0.01%	325
2021 Q2	$55K	Buy	824 +1	+0.1%	+$64	0.01%	309
2021 Q1	$49K	Buy	823 +2	+0.2%	+$120	0.01%	295
2020 Q4	$47K	Buy	821 +1	+0.1%	+$56	0.01%	288
2020 Q3	$43K	Hold	820	–	–	0.01%	290
2020 Q2	$39K	Hold	820	–	–	0.01%	291
2020 Q1	$35K	Buy	820 +2	+0.2%	+$89	0.01%	284
2019 Q4	$39K	Buy	818 +2	+0.2%	+$89	0.01%	274
2019 Q3	$37K	Buy	816 +2	+0.2%	+$89	0.01%	275
2019 Q2	$38K	Buy	814 +2	+0.2%	+$87	0.01%	299
2019 Q1	$36K	Buy	812 +2	+0.2%	+$79	0.01%	308
2018 Q4	$27K	Buy	810 +3	+0.4%	+$103	0.01%	323
2018 Q3	$28K	Buy	807 +2	+0.2%	+$71	0.01%	342
2018 Q2	$31K	Buy	805 +2	+0.2%	+$79	0.01%	260
2018 Q1	$33K	Buy	803 +1	+0.1%	+$43	0.01%	252
2017 Q4	$32K	Buy	802 +2	+0.3%	+$82	0.01%	250
2017 Q3	$32K	Hold	800	–	–	0.01%	249
2017 Q2	$32K	Hold	800	–	–	0.01%	252
2017 Q1	$22K	Hold	800	–	–	0.01%	255
2016 Q4	$21K	Buy	+800	New	+$21.8K	0.01%	251

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

Capital Advisors Ltd's YUMC Position: Q2 2026 in Review

Capital Advisors Ltd increased its Yum China (YUMC) stake by 0.48% in Q2 2026, buying an estimated $229 and bringing the position to 1,041 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Capital Advisors Ltd first reported a position in YUMC in Q4 2016 and has held it in 39 quarters since. The position peaked at $55K in Q1 2023. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Capital Advisors Ltd held 1,041 shares of Yum China worth $43K as of Q2 2026.
Capital Advisors Ltd bought 5 Yum China shares in Q2 2026, an estimated $229.
Yum China made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #537 holding.
Capital Advisors Ltd first reported a position in Yum China in Q4 2016 and has held it in 39 quarters since.
Capital Advisors Ltd's Yum China position peaked at $55K in Q1 2023.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.