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CoreCap Advisors’s Yum China YUMC Stock Holding History

CoreCap 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
Q3 		$30.1K Hold
733
– – ﹤0.01% 1635
2026
Q2 		$29.9K Buy
733
+2
+0.3% +$92 ﹤0.01% 1634
2026
Q1 		$35.7K Sell
731
-8
-1% -$414 ﹤0.01% 1454
2025
Q4 		$35.3K Sell
739
-283
-28% -$13K ﹤0.01% 1467
2025
Q3 		$43.9K Buy
1,022
+35
+4% +$1.59K ﹤0.01% 1375
2025
Q2 		$44.2K Sell
987
-18
-2% -$805 ﹤0.01% 1305
2025
Q1 		$52.3K Buy
1,005
+18
+2% +$863 ﹤0.01% 1147
2024
Q4 		$47.5K Buy
987
+1
+0.1% +$47 ﹤0.01% 1198
2024
Q3 		$44.4K Sell
986
-12
-1% -$399 ﹤0.01% 1233
2024
Q2 		$30.8K Buy
998
+1
+0.1% +$37 ﹤0.01% 779
2024
Q1 		$39.7K Buy
+997
New +$39.4K ﹤0.01% 1200
2022
Q4 		$54.4K Buy
+996
New +$50.6K ﹤0.01% 963
2022
Q3 		– Sell
-565
Closed -$27K – 2152
2022
Q2 		$27K Buy
+565
New +$23.8K ﹤0.01% 1145
2022
Q1 		– Sell
-973
Closed -$49K – 2152
2021
Q4 		$49K Buy
+973
New +$52.8K ﹤0.01% 1012

Other funds holding YUMC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's YUMC Position: Q3 2026 in Review

CoreCap Advisors held its Yum China (YUMC) position steady in Q3 2026 at 733 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

CoreCap Advisors first reported a position in YUMC in Q4 2021 and has held it in 14 quarters since. The position peaked at $54.4K in Q4 2022. 27 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • CoreCap Advisors held 733 shares of Yum China worth $30.1K as of Q3 2026.
  • CoreCap Advisors left its Yum China share count unchanged in Q3 2026.
  • Yum China made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1635 holding.
  • CoreCap Advisors first reported a position in Yum China in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Yum China position peaked at $54.4K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.