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EverSource Wealth Advisors’s Yum China YUMC Stock Holding History

EverSource Wealth 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
Q2 		$85.2K Sell
2,084
-1,635
-44% -$74.9K ﹤0.01% 1461
2026
Q1 		$181K Buy
3,719
+1,370
+58% +$70.9K 0.01% 1110
2025
Q4 		$112K Buy
2,349
+631
+37% +$28.9K ﹤0.01% 1256
2025
Q3 		$73.7K Buy
1,718
+196
+13% +$8.91K ﹤0.01% 1435
2025
Q2 		$68.1K Buy
1,522
+576
+61% +$25.8K ﹤0.01% 1423
2025
Q1 		$49.3K Buy
946
+68
+8% +$3.26K ﹤0.01% 1254
2024
Q4 		$42.3K Buy
878
+324
+58% +$15.4K ﹤0.01% 1262
2024
Q3 		$24.9K Buy
554
+167
+43% +$5.56K ﹤0.01% 1375
2024
Q2 		$11.7K Buy
387
+223
+136% +$8.16K ﹤0.01% 1765
2024
Q1 		$5.99K Sell
164
-18
-10% -$711 ﹤0.01% 1959
2023
Q4 		$7.72K Sell
182
-70
-28% -$3.26K ﹤0.01% 1682
2023
Q3 		$14K Buy
252
+54
+27% +$3.02K ﹤0.01% 1261
2023
Q2 		$11.2K Buy
198
+78
+65% +$4.7K ﹤0.01% 1389
2023
Q1 		$7.61K Sell
120
-22
-15% -$1.33K ﹤0.01% 1485
2022
Q4 		$7.76K Sell
142
-674
-83% -$34.3K ﹤0.01% 1426
2022
Q3 		$39K Sell
816
-691
-46% -$33.2K 0.01% 704
2022
Q2 		$73K Buy
1,507
+1,338
+792% +$56.3K 0.02% 482
2022
Q1 		$7K Sell
169
-149
-47% -$7.02K ﹤0.01% 1155
2021
Q4 		$16K Buy
+318
New +$17.3K ﹤0.01% 787

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

EverSource Wealth Advisors's YUMC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Yum China (YUMC) stake by 44% in Q2 2026, selling an estimated $74.9K and leaving 2,084 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

EverSource Wealth Advisors first reported a position in YUMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $181K in Q1 2026. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • EverSource Wealth Advisors held 2,084 shares of Yum China worth $85.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,635 Yum China shares in Q2 2026, an estimated $74.9K.
  • Yum China made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1461 holding.
  • EverSource Wealth Advisors first reported a position in Yum China in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Yum China position peaked at $181K in Q1 2026.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.