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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
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 $1.56T 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

Caprock Group's YUMC Position: Q1 2026 in Review

Caprock Group increased its Yum China (YUMC) stake by 18% in Q1 2026, buying an estimated $273K and bringing the position to 35,256 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #386.

Caprock Group first reported a position in YUMC in Q2 2017 and has held it in 11 quarters since. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Caprock Group held 35,256 shares of Yum China worth $1.72M as of Q1 2026.
  • Caprock Group bought 5,281 Yum China shares in Q1 2026, an estimated $273K.
  • Yum China made up 0.04% of Caprock Group's portfolio in Q1 2026, its #386 holding.
  • Caprock Group first reported a position in Yum China in Q2 2017 and has held it in 11 quarters since.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.