Capital Investment Advisors
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Capital Investment Advisors’s Yum China YUMC Stock Holding History

Capital Investment Advisors’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 		$284K Sell
6,956
-19
-0.3% -$870 ﹤0.01% 660
2026
Q1 		$340K Buy
6,975
+118
+2% +$6.11K 0.01% 581
2025
Q4 		$327K Buy
6,857
+328
+5% +$15K 0.01% 579
2025
Q3 		$280K Buy
6,529
+1
+0% +$45 ﹤0.01% 610
2025
Q2 		$292K Buy
6,528
+281
+4% +$12.6K 0.01% 577
2025
Q1 		$325K Buy
6,247
+1
+0% +$48 0.01% 527
2024
Q4 		$301K Hold
6,246
– – 0.01% 520
2024
Q3 		$281K Buy
+6,246
New +$208K 0.01% 530
2024
Q2 		– Sell
-6,157
Closed -$245K – 666
2024
Q1 		$245K Buy
6,157
+101
+2% +$3.99K 0.01% 537
2023
Q4 		$257K Hold
6,056
– – 0.01% 507
2023
Q3 		$337K Hold
6,056
– – 0.01% 429
2023
Q2 		$342K Buy
6,056
+1,785
+42% +$108K 0.01% 403
2023
Q1 		$271K Sell
4,271
-300
-7% -$18.1K 0.01% 457
2022
Q4 		$250K Sell
4,571
-1,113
-20% -$56.6K 0.01% 484
2022
Q3 		$269K Buy
5,684
+122
+2% +$5.86K 0.01% 441
2022
Q2 		$270K Buy
5,562
+114
+2% +$4.8K 0.01% 460
2022
Q1 		$226K Sell
5,448
-17
-0.3% -$801 0.01% 530
2021
Q4 		$272K Buy
5,465
+1
+0% +$54 0.01% 491
2021
Q3 		$317K Buy
5,464
+1
+0% +$61 0.01% 438
2021
Q2 		$362K Buy
5,463
+19
+0.3% +$1.21K 0.01% 417
2021
Q1 		$322K Buy
5,444
+66
+1% +$3.94K 0.01% 414
2020
Q4 		$307K Buy
5,378
+1
+0% +$56 0.01% 415
2020
Q3 		$285K Buy
5,377
+97
+2% +$5.13K 0.01% 400
2020
Q2 		$254K Hold
5,280
– – 0.01% 415
2020
Q1 		$225K Hold
5,280
– – 0.01% 398
2019
Q4 		$253K Hold
5,280
– – 0.01% 439
2019
Q3 		$240K Sell
5,280
-405
-7% -$18.1K 0.01% 433
2019
Q2 		$263K Hold
5,685
– – 0.01% 411
2019
Q1 		$255K Buy
+5,685
New +$224K 0.01% 416
2018
Q3 		– Sell
-3,636
Closed -$140K – 513
2018
Q2 		$140K Buy
+3,636
New +$144K 0.01% 479

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mondrian Investment Partners
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
London & Capital Asset Management
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

Capital Investment Advisors reduced its Yum China (YUMC) stake by 0.27% in Q2 2026, selling an estimated $870 and leaving 6,956 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Capital Investment Advisors first reported a position in YUMC in Q2 2018 and has held it in 30 quarters since. The position peaked at $362K in Q2 2021. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Capital Investment Advisors held 6,956 shares of Yum China worth $284K as of Q2 2026.
  • Capital Investment Advisors sold 19 Yum China shares in Q2 2026, an estimated $870.
  • Yum China made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #660 holding.
  • Capital Investment Advisors first reported a position in Yum China in Q2 2018 and has held it in 30 quarters since.
  • Capital Investment Advisors's Yum China position peaked at $362K in Q2 2021.
  • 665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.