CA
YUMC icon

Claro Advisors’s Yum China YUMC Stock Holding History

Claro 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 		$362K Buy
7,428
+37
+0.5% +$1.92K 0.04% 321
2025
Q4 		$353K Buy
7,391
+33
+0.4% +$1.51K 0.05% 294
2025
Q3 		$316K Sell
7,358
-116
-2% -$5.27K 0.05% 303
2025
Q2 		$334K Buy
7,474
+37
+0.5% +$1.65K 0.06% 269
2025
Q1 		$387K Buy
7,437
+30
+0.4% +$1.44K 0.05% 326
2024
Q4 		$357K Buy
7,407
+59
+0.8% +$2.8K 0.05% 316
2024
Q3 		$331K Buy
+7,348
New +$245K 0.04% 350
2024
Q2 		– Sell
-6,352
Closed -$253K – 459
2024
Q1 		$253K Buy
6,352
+22
+0.3% +$868 0.04% 356
2023
Q4 		$269K Sell
6,330
-1,363
-18% -$63.4K 0.06% 306
2023
Q3 		$429K Buy
7,693
+201
+3% +$11.2K 0.11% 216
2023
Q2 		$423K Buy
7,492
+6
+0.1% +$362 0.11% 217
2023
Q1 		$475K Buy
7,486
+14
+0.2% +$845 0.14% 185
2022
Q4 		$408K Buy
7,472
+13
+0.2% +$661 0.13% 192
2022
Q3 		$362K Hold
7,459
– – 0.14% 168
2022
Q2 		$362K Buy
7,459
+43
+0.6% +$1.81K 0.14% 168
2022
Q1 		$370K Hold
7,416
– – 0.13% 168
2021
Q4 		$370K Buy
7,416
+20
+0.3% +$1.08K 0.13% 168
2021
Q3 		$430K Buy
7,396
+600
+9% +$36.9K 0.18% 146
2021
Q2 		$450K Buy
6,796
+28
+0.4% +$1.79K 0.2% 137
2021
Q1 		$401K Buy
6,768
+23
+0.3% +$1.38K 0.2% 133
2020
Q4 		$385K Buy
6,745
+14
+0.2% +$786 0.2% 133
2020
Q3 		$356K Hold
6,731
– – 0.23% 125
2020
Q2 		$324K Hold
6,731
– – 0.22% 125
2020
Q1 		$287K Sell
6,731
-124
-2% -$5.53K 0.27% 113
2019
Q4 		$329K Buy
6,855
+17
+0.2% +$756 0.25% 111
2019
Q3 		$311K Buy
6,838
+16
+0.2% +$715 0.28% 115
2019
Q2 		$315K Buy
6,822
+19
+0.3% +$825 0.29% 110
2019
Q1 		$306K Sell
6,803
-72
-1% -$2.84K 0.3% 107
2018
Q4 		$241K Buy
+6,875
New +$236K 0.19% 114

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

Claro Advisors's YUMC Position: Q1 2026 in Review

Claro Advisors increased its Yum China (YUMC) stake by 0.5% in Q1 2026, buying an estimated $1.92K and bringing the position to 7,428 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #321.

Claro Advisors first reported a position in YUMC in Q4 2018 and has held it in 29 quarters since. The position peaked at $475K in Q1 2023. 701 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Claro Advisors held 7,428 shares of Yum China worth $362K as of Q1 2026.
  • Claro Advisors bought 37 Yum China shares in Q1 2026, an estimated $1.92K.
  • Yum China made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #321 holding.
  • Claro Advisors first reported a position in Yum China in Q4 2018 and has held it in 29 quarters since.
  • Claro Advisors's Yum China position peaked at $475K in Q1 2023.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.