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Caprock Group’s Yum China YUMC Stock Holding History

Caprock Group’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 		$1.24M Sell
30,279
-4,977
-14% -$228K 0.02% 563
2026
Q1 		$1.72M Buy
35,256
+5,281
+18% +$273K 0.04% 386
2025
Q4 		$1.43M Sell
29,975
-1,005
-3% -$46K 0.03% 491
2025
Q3 		$1.39M Buy
+30,980
New +$1.41M 0.03% 459
2025
Q1 		$1.21M Buy
23,197
+7,019
+43% +$337K 0.04% 407
2024
Q4 		$779K Buy
16,178
+9,590
+146% +$455K 0.03% 491
2024
Q3 		$297K Buy
+6,588
New +$219K 0.01% 728
2024
Q1 		– Sell
-6,174
Closed -$262K – 752
2023
Q4 		$262K Sell
6,174
-558
-8% -$26K 0.02% 577
2023
Q3 		$375K Buy
6,732
+2,848
+73% +$159K 0.03% 437
2023
Q2 		$219K Buy
+3,884
New +$234K 0.02% 594
2017
Q4 		– Sell
-7,061
Closed -$282K – 499
2017
Q3 		$282K Buy
7,061
+1,285
+22% +$47.9K 0.06% 310
2017
Q2 		$228K Buy
+5,776
New +$208K 0.05% 352

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

Caprock Group's YUMC Position: Q2 2026 in Review

Caprock Group reduced its Yum China (YUMC) stake by 14% in Q2 2026, selling an estimated $228K and leaving 30,279 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #563.

Caprock Group first reported a position in YUMC in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.72M in Q1 2026. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Caprock Group held 30,279 shares of Yum China worth $1.24M as of Q2 2026.
  • Caprock Group sold 4,977 Yum China shares in Q2 2026, an estimated $228K.
  • Yum China made up 0.02% of Caprock Group's portfolio in Q2 2026, its #563 holding.
  • Caprock Group first reported a position in Yum China in Q2 2017 and has held it in 12 quarters since.
  • Caprock Group's Yum China position peaked at $1.72M in Q1 2026.
  • 661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.