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Concurrent Investment Advisors’s Yum China YUMC Stock Holding History

Concurrent 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 		$291K Sell
5,958
-654
-10% -$33.9K ﹤0.01% 1528
2025
Q4 		$316K Buy
6,612
+1,641
+33% +$75.2K ﹤0.01% 1363
2025
Q3 		$213K Sell
4,971
-135
-3% -$6.14K ﹤0.01% 1327
2025
Q2 		$228K Buy
5,106
+230
+5% +$10.3K ﹤0.01% 1206
2025
Q1 		$254K Sell
4,876
-100
-2% -$4.8K 0.01% 1007
2024
Q4 		$240K Buy
4,976
+99
+2% +$4.69K 0.01% 922
2024
Q3 		$220K Buy
+4,877
New +$162K 0.01% 905

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

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

Concurrent Investment Advisors reduced its Yum China (YUMC) stake by 9.9% in Q1 2026, selling an estimated $33.9K and leaving 5,958 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Concurrent Investment Advisors first reported a position in YUMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Concurrent Investment Advisors held 5,958 shares of Yum China worth $291K as of Q1 2026.
  • Concurrent Investment Advisors sold 654 Yum China shares in Q1 2026, an estimated $33.9K.
  • Yum China made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1528 holding.
  • Concurrent Investment Advisors first reported a position in Yum China in Q3 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Yum China position peaked at $316K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

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