Claro Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $309K | Buy |
7,520
+47
| +0.6% | +$2.09K | 0.03% | 395 |
|
|
2026
Q2 | $305K | Buy |
7,473
+45
| +0.6% | +$2.06K | 0.03% | 402 |
|
|
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
WWML
Claro Advisors's YUMC Position: Q3 2026 in Review
Claro Advisors increased its Yum China (YUMC) stake by 0.63% in Q3 2026, buying an estimated $2.09K and bringing the position to 7,520 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #395.
Claro Advisors first reported a position in YUMC in Q4 2018 and has held it in 31 quarters since. The position peaked at $475K in Q1 2023. 534 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.
- Claro Advisors held 7,520 shares of Yum China worth $309K as of Q3 2026.
- Claro Advisors bought 47 Yum China shares in Q3 2026, an estimated $2.09K.
- Yum China made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #395 holding.
- Claro Advisors first reported a position in Yum China in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Yum China position peaked at $475K in Q1 2023.
- 534 funds tracked by Wall St. Rank held Yum China as of Q3 2026.
Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.