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Everett Harris & Co’s Yum China YUMC Stock Holding History

Everett Harris & Co’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
Q2 		$390K Sell
9,553
-4,689
-33% -$215K ﹤0.01% 236
2026
Q1 		$695K Sell
14,242
-1,900
-12% -$98.4K 0.01% 195
2025
Q4 		$771K Hold
16,142
– – 0.01% 189
2025
Q3 		$693K Sell
16,142
-675
-4% -$30.7K 0.01% 197
2025
Q2 		$752K Sell
16,817
-6,100
-27% -$273K 0.01% 186
2025
Q1 		$1.19M Sell
22,917
-164
-0.7% -$7.87K 0.02% 132
2024
Q4 		$1.11M Hold
23,081
– – 0.01% 130
2024
Q3 		$1.04M Sell
23,081
-672
-3% -$22.4K 0.01% 133
2024
Q2 		$733K Sell
23,753
-1,225
-5% -$44.8K 0.01% 153
2024
Q1 		$994K Hold
24,978
– – 0.01% 139
2023
Q4 		$1.06M Sell
24,978
-100
-0.4% -$4.66K 0.02% 131
2023
Q3 		$1.4M Sell
25,078
-25
-0.1% -$1.4K 0.02% 113
2023
Q2 		$1.42M Sell
25,103
-800
-3% -$48.2K 0.02% 117
2023
Q1 		$1.64M Sell
25,903
-2,000
-7% -$121K 0.03% 105
2022
Q4 		$1.52M Sell
27,903
-525
-2% -$26.7K 0.03% 108
2022
Q3 		$1.34M Sell
28,428
-400
-1% -$19.2K 0.02% 104
2022
Q2 		$1.4M Sell
28,828
-600
-2% -$25.3K 0.02% 108
2022
Q1 		$1.22M Sell
29,428
-150
-0.5% -$7.07K 0.02% 130
2021
Q4 		$1.47M Sell
29,578
-100
-0.3% -$5.42K 0.02% 117
2021
Q3 		$1.73M Sell
29,678
-825
-3% -$50.7K 0.03% 105
2021
Q2 		$2.02M Hold
30,503
– – 0.03% 98
2021
Q1 		$1.81M Sell
30,503
-9,050
-23% -$541K 0.03% 102
2020
Q4 		$2.26M Sell
39,553
-300
-0.8% -$16.8K 0.04% 91
2020
Q3 		$2.11M Sell
39,853
-2,560
-6% -$135K 0.04% 93
2020
Q2 		$2.04M Sell
42,413
-191
-0.4% -$9.01K 0.05% 92
2020
Q1 		$1.82M Buy
42,604
+18,247
+75% +$814K 0.05% 90
2019
Q4 		$1.17M Sell
24,357
-400
-2% -$17.8K 0.03% 128
2019
Q3 		$1.13M Sell
24,757
-7,000
-22% -$313K 0.03% 126
2019
Q2 		$1.47M Sell
31,757
-150
-0.5% -$6.51K 0.04% 117
2019
Q1 		$1.43M Hold
31,907
– – 0.04% 120
2018
Q4 		$1.07M Sell
31,907
-4,000
-11% -$137K 0.03% 119
2018
Q3 		$1.26M Sell
35,907
-2,095
-6% -$74.6K 0.03% 119
2018
Q2 		$1.46M Sell
38,002
-1,450
-4% -$57.4K 0.04% 108
2018
Q1 		$1.64M Buy
39,452
+380
+1% +$16.3K 0.05% 106
2017
Q4 		$1.56M Sell
39,072
-537
-1% -$22.1K 0.04% 113
2017
Q3 		$1.58M Sell
39,609
-1,255
-3% -$46.8K 0.05% 112
2017
Q2 		$1.61M Sell
40,864
-733
-2% -$26.5K 0.05% 113
2017
Q1 		$1.13M Sell
41,597
-5,085
-11% -$136K 0.04% 126
2016
Q4 		$1.22M Buy
+46,682
New +$1.27M 0.04% 125

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Everett Harris & Co's YUMC Position: Q2 2026 in Review

Everett Harris & Co reduced its Yum China (YUMC) stake by 33% in Q2 2026, selling an estimated $215K and leaving 9,553 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Everett Harris & Co first reported a position in YUMC in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.26M in Q4 2020. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Everett Harris & Co held 9,553 shares of Yum China worth $390K as of Q2 2026.
  • Everett Harris & Co sold 4,689 Yum China shares in Q2 2026, an estimated $215K.
  • Yum China made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #236 holding.
  • Everett Harris & Co first reported a position in Yum China in Q4 2016 and has held it in 39 quarters since.
  • Everett Harris & Co's Yum China position peaked at $2.26M in Q4 2020.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.