Clearstead 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
Q2 | $5.8K | Buy |
142
+47
| +49% | +$2.15K | ﹤0.01% | 2150 |
|
|
2026
Q1 | $4.63K | Hold |
95
| – | – | ﹤0.01% | 1751 |
|
|
2025
Q4 | $4.54K | Sell |
95
-2
| -2% | -$92 | ﹤0.01% | 2035 |
|
|
2025
Q3 | $4.16K | Hold |
97
| – | – | ﹤0.01% | 2227 |
|
|
2025
Q2 | $4.34K | Hold |
97
| – | – | ﹤0.01% | 2153 |
|
|
2025
Q1 | $5.05K | Sell |
97
-2
| -2% | -$96 | ﹤0.01% | 1746 |
|
|
2024
Q4 | $4.78K | Buy |
99
+2
| +2% | +$95 | ﹤0.01% | 1727 |
|
|
2024
Q3 | $4.37K | Hold |
97
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q2 | $2.99K | Buy |
97
+80
| +471% | +$2.93K | ﹤0.01% | 1767 |
|
|
2024
Q1 | $662 | Sell |
17
-40
| -70% | -$1.58K | ﹤0.01% | 1435 |
|
|
2023
Q4 | $2.42K | Sell |
57
-57
| -50% | -$2.65K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $6.35K | Buy |
114
+74
| +185% | +$4.14K | ﹤0.01% | 1185 |
|
|
2023
Q2 | $2.26K | Buy |
+40
| New | +$2.41K | ﹤0.01% | 1126 |
|
|
2023
Q1 | – | Sell |
-5,072
| Closed | -$277K | – | 1440 |
|
|
2022
Q4 | $277K | Hold |
5,072
| – | – | 0.02% | 340 |
|
|
2022
Q3 | $240K | Hold |
5,072
| – | – | 0.02% | 342 |
|
|
2022
Q2 | $246K | Hold |
5,072
| – | – | 0.02% | 348 |
|
|
2022
Q1 | $211K | Hold |
5,072
| – | – | 0.01% | 399 |
|
|
2021
Q4 | $253K | Hold |
5,072
| – | – | 0.02% | 354 |
|
|
2021
Q3 | $295K | Hold |
5,072
| – | – | 0.02% | 313 |
|
|
2021
Q2 | $336K | Hold |
5,072
| – | – | 0.03% | 272 |
|
|
2021
Q1 | $300K | Hold |
5,072
| – | – | 0.03% | 281 |
|
|
2020
Q4 | $290K | Hold |
5,072
| – | – | 0.03% | 271 |
|
|
2020
Q3 | $269K | Hold |
5,072
| – | – | 0.03% | 244 |
|
|
2020
Q2 | $244K | Hold |
5,072
| – | – | 0.03% | 248 |
|
|
2020
Q1 | $216K | Hold |
5,072
| – | – | 0.03% | 228 |
|
|
2019
Q4 | $244K | Hold |
5,072
| – | – | 0.03% | 248 |
|
|
2019
Q3 | $230K | Hold |
5,072
| – | – | 0.03% | 241 |
|
|
2019
Q2 | $234K | Hold |
5,072
| – | – | 0.03% | 247 |
|
|
2019
Q1 | $228K | Buy |
+5,072
| New | +$200K | 0.03% | 244 |
|
|
2018
Q3 | – | Sell |
-5,326
| Closed | -$205K | – | 236 |
|
|
2018
Q2 | $205K | Buy |
5,326
+254
| +5% | +$10.1K | 0.03% | 216 |
|
|
2018
Q1 | $210K | Hold |
5,072
| – | – | 0.03% | 213 |
|
|
2017
Q4 | $203K | Sell |
5,072
-415
| -8% | -$17.1K | 0.03% | 218 |
|
|
2017
Q3 | $219K | Sell |
5,487
-746
| -12% | -$27.8K | 0.03% | 231 |
|
|
2017
Q2 | $246K | Buy |
+6,233
| New | +$225K | 0.04% | 205 |
|
Other funds holding YUMC
MIP
WGI
GAM
NOSC
Clearstead Advisors's YUMC Position: Q2 2026 in Review
Clearstead Advisors increased its Yum China (YUMC) stake by 49% in Q2 2026, buying an estimated $2.15K and bringing the position to 142 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.
Clearstead Advisors first reported a position in YUMC in Q2 2017 and has held it in 34 quarters since. The position peaked at $336K in Q2 2021. 374 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.
- Clearstead Advisors held 142 shares of Yum China worth $5.8K as of Q2 2026.
- Clearstead Advisors bought 47 Yum China shares in Q2 2026, an estimated $2.15K.
- Yum China made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2150 holding.
- Clearstead Advisors first reported a position in Yum China in Q2 2017 and has held it in 34 quarters since.
- Clearstead Advisors's Yum China position peaked at $336K in Q2 2021.
- 374 funds tracked by Wall St. Rank held Yum China as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.