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Choate Investment Advisors’s Yum China YUMC Stock Holding History

Choate 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 		$435K Sell
8,920
-304
-3% -$15.7K 0.01% 317
2025
Q4 		$440K Sell
9,224
-105
-1% -$4.81K 0.01% 320
2025
Q3 		$400K Sell
9,329
-76
-0.8% -$3.46K 0.01% 315
2025
Q2 		$420K Sell
9,405
-46
-0.5% -$2.06K 0.01% 290
2025
Q1 		$492K Sell
9,451
-65
-0.7% -$3.12K 0.01% 258
2024
Q4 		$458K Buy
9,516
+56
+0.6% +$2.65K 0.01% 280
2024
Q3 		$426K Sell
9,460
-207
-2% -$6.89K 0.01% 278
2024
Q2 		$298K Hold
9,667
– – 0.01% 304
2024
Q1 		$385K Sell
9,667
-371
-4% -$14.6K 0.01% 299
2023
Q4 		$426K Sell
10,038
-364
-3% -$16.9K 0.01% 263
2023
Q3 		$580K Buy
10,402
+113
+1% +$6.32K 0.02% 230
2023
Q2 		$581K Buy
10,289
+496
+5% +$29.9K 0.02% 191
2023
Q1 		$621K Hold
9,793
– – 0.03% 166
2022
Q4 		$535K Sell
9,793
-53
-0.5% -$2.69K 0.03% 176
2022
Q3 		$466K Sell
9,846
-29
-0.3% -$1.39K 0.03% 164
2022
Q2 		$479K Hold
9,875
– – 0.03% 171
2022
Q1 		$410K Hold
9,875
– – 0.02% 212
2021
Q4 		$492K Hold
9,875
– – 0.03% 188
2021
Q3 		$574K Hold
9,875
– – 0.04% 167
2021
Q2 		$654K Sell
9,875
-490
-5% -$31.3K 0.04% 157
2021
Q1 		$613K Sell
10,365
-99
-0.9% -$5.92K 0.04% 157
2020
Q4 		$597K Sell
10,464
-453
-4% -$25.4K 0.04% 146
2020
Q3 		$578K Sell
10,917
-48
-0.4% -$2.54K 0.04% 143
2020
Q2 		$527K Sell
10,965
-24
-0.2% -$1.13K 0.04% 143
2020
Q1 		$468K Sell
10,989
-43
-0.4% -$1.92K 0.04% 152
2019
Q4 		$530K Sell
11,032
-298
-3% -$13.2K 0.03% 155
2019
Q3 		$515K Sell
11,330
-13
-0.1% -$581 0.03% 155
2019
Q2 		$524K Sell
11,343
-79
-0.7% -$3.43K 0.03% 156
2019
Q1 		$513K Buy
11,422
+62
+0.5% +$2.44K 0.03% 157
2018
Q4 		$381K Sell
11,360
-176
-2% -$6.04K 0.02% 166
2018
Q3 		$405K Sell
11,536
-12
-0.1% -$428 0.02% 149
2018
Q2 		$444K Sell
11,548
-282
-2% -$11.2K 0.03% 165
2018
Q1 		$491K Sell
11,830
-392
-3% -$16.9K 0.03% 167
2017
Q4 		$489K Buy
12,222
+184
+2% +$7.57K 0.03% 174
2017
Q3 		$481K Buy
12,038
+46
+0.4% +$1.71K 0.03% 176
2017
Q2 		$473K Sell
11,992
-94
-0.8% -$3.39K 0.03% 170
2017
Q1 		$329K Sell
12,086
-40
-0.3% -$1.07K 0.02% 199
2016
Q4 		$317K Buy
+12,126
New +$330K 0.02% 195

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

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

Choate Investment Advisors reduced its Yum China (YUMC) stake by 3.3% in Q1 2026, selling an estimated $15.7K and leaving 8,920 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #317.

Choate Investment Advisors first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $654K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Choate Investment Advisors held 8,920 shares of Yum China worth $435K as of Q1 2026.
  • Choate Investment Advisors sold 304 Yum China shares in Q1 2026, an estimated $15.7K.
  • Yum China made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #317 holding.
  • Choate Investment Advisors first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • Choate Investment Advisors's Yum China position peaked at $654K in Q2 2021.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.