Flagship Wealth Advisors
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Flagship Wealth Advisors’s Yum China YUMC Stock Holding History

Flagship 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
Q3 		– Sell
-360
Closed -$14.7K – 513
2026
Q2 		$14.7K Hold
360
– – ﹤0.01% 377
2026
Q1 		$16.1K Hold
360
– – 0.01% 267
2025
Q4 		$17.2K Sell
360
-2,400
-87% -$110K 0.01% 290
2025
Q3 		$118K Sell
2,760
-100
-3% -$4.55K 0.04% 156
2025
Q2 		$128K Hold
2,860
– – 0.05% 141
2025
Q1 		$149K Sell
2,860
-450
-14% -$21.6K 0.06% 125
2024
Q4 		$159K Buy
+3,310
New +$157K 0.09% 110

Other funds holding YUMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GuardCap Asset Management
GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
North of South Capital
North of South Capital London, United Kingdom $1.45B AUM 10.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Flagship Wealth Advisors's YUMC Position: Q3 2026 in Review

Flagship Wealth Advisors sold out of Yum China (YUMC) in Q3 2026, closing a stake of 360 shares — an estimated $14.7K sold.

Flagship Wealth Advisors first reported a position in YUMC in Q4 2024 and held it in 7 quarters. The position peaked at $159K in Q4 2024. 336 funds tracked by Wall St. Rank hold YUMC as of Q3 2026.

  • Flagship Wealth Advisors reported no remaining Yum China position as of Q3 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 360 Yum China shares in Q3 2026, an estimated $14.7K.
  • Flagship Wealth Advisors first reported a position in Yum China in Q4 2024 and held it in 7 quarters.
  • Flagship Wealth Advisors's Yum China position peaked at $159K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Yum China as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.