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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Capital Investment Advisors's YUMC Position: Q1 2026 in Review

Capital Investment Advisors increased its Yum China (YUMC) stake by 1.7% in Q1 2026, buying an estimated $6.11K and bringing the position to 6,975 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #581.

Capital Investment Advisors first reported a position in YUMC in Q2 2018 and has held it in 29 quarters since. The position peaked at $362K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Capital Investment Advisors held 6,975 shares of Yum China worth $340K as of Q1 2026.
  • Capital Investment Advisors bought 118 Yum China shares in Q1 2026, an estimated $6.11K.
  • Yum China made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #581 holding.
  • Capital Investment Advisors first reported a position in Yum China in Q2 2018 and has held it in 29 quarters since.
  • Capital Investment Advisors's Yum China position peaked at $362K in Q2 2021.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.