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Crewe Advisors’s Yum China YUMC Stock Holding History

Crewe 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 		$9.76K Sell
200
-116
-37% -$6.01K ﹤0.01% 654
2025
Q4 		$15.1K Hold
316
– – ﹤0.01% 543
2025
Q3 		$13.6K Buy
316
+116
+58% +$5.27K ﹤0.01% 573
2025
Q2 		$8.94K Sell
200
-275
-58% -$12.3K ﹤0.01% 475
2025
Q1 		$24.7K Hold
475
– – ﹤0.01% 325
2024
Q4 		$22.9K Hold
475
– – ﹤0.01% 343
2024
Q3 		$21.4K Hold
475
– – ﹤0.01% 395
2024
Q2 		$14.6K Buy
475
+270
+132% +$9.88K ﹤0.01% 610
2024
Q1 		$8.16K Buy
205
+190
+1,267% +$7.5K ﹤0.01% 650
2023
Q4 		$637 Hold
15
– – ﹤0.01% 327
2023
Q3 		$836 Hold
15
– – ﹤0.01% 372
2023
Q2 		$848 Hold
15
– – ﹤0.01% 594
2023
Q1 		$951 Hold
15
– – ﹤0.01% 756
2022
Q4 		$820 Sell
15
-36
-71% -$1.83K ﹤0.01% 938
2022
Q3 		$2K Buy
+51
New +$2.45K ﹤0.01% 1093
2021
Q4 		– Sell
-16
Closed -$1K – 470
2021
Q3 		$1K Sell
16
-48
-75% -$2.95K ﹤0.01% 391
2021
Q2 		$4K Sell
64
-89
-58% -$5.68K ﹤0.01% 359
2021
Q1 		$9K Hold
153
– – ﹤0.01% 309
2020
Q4 		$9K Sell
153
-11
-7% -$618 ﹤0.01% 283
2020
Q3 		$9K Buy
+164
New +$8.68K ﹤0.01% 269

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

Crewe Advisors's YUMC Position: Q1 2026 in Review

Crewe Advisors reduced its Yum China (YUMC) stake by 37% in Q1 2026, selling an estimated $6.01K and leaving 200 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Crewe Advisors first reported a position in YUMC in Q3 2020 and has held it in 20 quarters since. The position peaked at $24.7K in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Crewe Advisors held 200 shares of Yum China worth $9.76K as of Q1 2026.
  • Crewe Advisors sold 116 Yum China shares in Q1 2026, an estimated $6.01K.
  • Yum China made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #654 holding.
  • Crewe Advisors first reported a position in Yum China in Q3 2020 and has held it in 20 quarters since.
  • Crewe Advisors's Yum China position peaked at $24.7K in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.