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Capital Analysts LLC’s Yum China YUMC Stock Holding History

Capital Analysts LLC’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 		$3K Hold
69
– – ﹤0.01% 1449
2026
Q1 		$3K Sell
69
-74
-52% -$3.83K ﹤0.01% 1439
2025
Q4 		$7K Hold
143
– – ﹤0.01% 1305
2025
Q3 		$6K Hold
143
– – ﹤0.01% 1291
2025
Q2 		$6K Sell
143
-34
-19% -$1.52K ﹤0.01% 1235
2025
Q1 		$9K Hold
177
– – ﹤0.01% 1149
2024
Q4 		$9K Sell
177
-60
-25% -$2.85K ﹤0.01% 1087
2024
Q3 		$11K Buy
+237
New +$7.89K ﹤0.01% 1019
2021
Q2 		– Sell
-400
Closed -$24K – 1099
2021
Q1 		$24K Buy
+400
New +$23.9K ﹤0.01% 696
2020
Q4 		– Sell
-7,400
Closed -$392K – 821
2020
Q3 		$392K Buy
7,400
+7,096
+2,334% +$376K 0.04% 212
2020
Q2 		$15K Sell
304
-885
-74% -$41.7K ﹤0.01% 508
2020
Q1 		$51K Sell
1,189
-163
-12% -$7.27K 0.01% 336
2019
Q4 		$65K Sell
1,352
-670
-33% -$29.8K 0.01% 360
2019
Q3 		$91K Sell
2,022
-304
-13% -$13.6K 0.01% 296
2019
Q2 		$107K Buy
2,326
+203
+10% +$8.81K 0.01% 268
2019
Q1 		$95K Sell
2,123
-271
-11% -$10.7K 0.01% 270
2018
Q4 		$80K Buy
2,394
+303
+14% +$10.4K 0.01% 257
2018
Q3 		$73K Buy
2,091
+82
+4% +$2.92K 0.01% 276
2018
Q2 		$77K Hold
2,009
– – 0.01% 276
2018
Q1 		$83K Buy
2,009
+217
+12% +$9.33K 0.01% 259
2017
Q4 		$72K Sell
1,792
-841
-32% -$34.6K 0.01% 282
2017
Q3 		$105K Hold
2,633
– – 0.01% 240
2017
Q2 		$104K Hold
2,633
– – 0.01% 232
2017
Q1 		$71.6K Buy
+2,633
New +$70.4K 0.01% 238

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

Capital Analysts LLC's YUMC Position: Q2 2026 in Review

Capital Analysts LLC held its Yum China (YUMC) position steady in Q2 2026 at 69 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Capital Analysts LLC first reported a position in YUMC in Q1 2017 and has held it in 24 quarters since. The position peaked at $392K in Q3 2020. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Capital Analysts LLC held 69 shares of Yum China worth $3K as of Q2 2026.
  • Capital Analysts LLC left its Yum China share count unchanged in Q2 2026.
  • Yum China made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1449 holding.
  • Capital Analysts LLC first reported a position in Yum China in Q1 2017 and has held it in 24 quarters since.
  • Capital Analysts LLC's Yum China position peaked at $392K in Q3 2020.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.