CX Institutional’s Yum China YUMC Stock Holding History

CX Institutional’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	$30K	Hold	724	–	–	﹤0.01%	1135
2026 Q2	$30K	Hold	724	–	–	﹤0.01%	1082
2026 Q1	$35K	Hold	724	–	–	﹤0.01%	1025
2025 Q4	$35K	Hold	724	–	–	﹤0.01%	1026
2025 Q3	$31K	Buy	724 +4	+0.6%	+$182	﹤0.01%	1029
2025 Q2	$32K	Hold	720	–	–	﹤0.01%	917
2025 Q1	$37K	Buy	+720	New	+$34.5K	﹤0.01%	879
2020 Q4	–	Sell	-95	Closed	-$5K	–	920
2020 Q3	$5K	Buy	+95	New	+$5.03K	﹤0.01%	758
2019 Q2	–	Sell	-153	Closed	-$7K	–	1000
2019 Q1	$7K	Buy	153 +59	+63%	+$2.32K	﹤0.01%	507
2018 Q4	$3K	Buy	+94	New	+$3.23K	﹤0.01%	441

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

Ridgewood Investments Springfield, New Jersey $271M AUM

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional's YUMC Position: Q3 2026 in Review

CX Institutional held its Yum China (YUMC) position steady in Q3 2026 at 724 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

CX Institutional first reported a position in YUMC in Q4 2018 and has held it in 10 quarters since. The position peaked at $37K in Q1 2025. 27 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

CX Institutional held 724 shares of Yum China worth $30K as of Q3 2026.
CX Institutional left its Yum China share count unchanged in Q3 2026.
Yum China made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1135 holding.
CX Institutional first reported a position in Yum China in Q4 2018 and has held it in 10 quarters since.
CX Institutional's Yum China position peaked at $37K in Q1 2025.
27 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.