JWCA
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J.W. Cole Advisors’s Yum China YUMC Stock Holding History

J.W. Cole 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
2025
Q2 		– Sell
-3,925
Closed -$204K – 1489
2025
Q1 		$204K Buy
+3,925
New +$188K 0.01% 1150
2020
Q4 		– Sell
-7,596
Closed -$402K – 892
2020
Q3 		$402K Buy
+7,596
New +$402K 0.03% 467

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

J.W. Cole Advisors's YUMC Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Yum China (YUMC) in Q2 2025, closing a stake of 3,925 shares — an estimated $204K sold.

J.W. Cole Advisors first reported a position in YUMC in Q3 2020 and held it in 2 quarters. The position peaked at $402K in Q3 2020. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • J.W. Cole Advisors reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,925 Yum China shares in Q2 2025, an estimated $204K.
  • J.W. Cole Advisors first reported a position in Yum China in Q3 2020 and held it in 2 quarters.
  • J.W. Cole Advisors's Yum China position peaked at $402K in Q3 2020.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.