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JFS Wealth Advisors’s Yum China YUMC Stock Holding History

JFS 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 		$18.3K Sell
447
-31
-6% -$1.42K ﹤0.01% 793
2026
Q1 		$23.3K Sell
478
-708
-60% -$36.7K ﹤0.01% 699
2025
Q4 		$56.6K Sell
1,186
-1,990
-63% -$91.2K ﹤0.01% 486
2025
Q3 		$136K Buy
3,176
+3,088
+3,509% +$140K 0.01% 367
2025
Q2 		$3.94K Sell
88
-93
-51% -$4.16K ﹤0.01% 1167
2025
Q1 		$9.42K Buy
181
+56
+45% +$2.69K ﹤0.01% 899
2024
Q4 		$6.02K Buy
125
+12
+11% +$569 ﹤0.01% 1057
2024
Q3 		$5.09K Sell
113
-4
-3% -$133 ﹤0.01% 1114
2024
Q2 		$3.61K Buy
117
+21
+22% +$769 ﹤0.01% 1194
2024
Q1 		$3.82K Sell
96
-38
-28% -$1.5K ﹤0.01% 1200
2023
Q4 		$5.69K Buy
134
+17
+15% +$791 ﹤0.01% 1005
2023
Q3 		$6.52K Sell
117
-11
-9% -$615 ﹤0.01% 884
2023
Q2 		$7.23K Buy
128
+11
+9% +$663 ﹤0.01% 851
2023
Q1 		$7.42K Buy
117
+8
+7% +$483 ﹤0.01% 831
2022
Q4 		$5.96K Buy
109
+27
+33% +$1.37K ﹤0.01% 925
2022
Q3 		$4K Buy
82
+80
+4,000% +$3.84K ﹤0.01% 1116
2022
Q2 		$0 Sell
2
-285
-99% -$12K ﹤0.01% 1960
2022
Q1 		$12K Buy
287
+109
+61% +$5.13K ﹤0.01% 750
2021
Q4 		$9K Sell
178
-285
-62% -$15.5K ﹤0.01% 713
2021
Q3 		$27K Buy
+463
New +$28.5K ﹤0.01% 502
2020
Q2 		– Sell
-500
Closed -$21K – 582
2020
Q1 		$21K Sell
500
-84
-14% -$3.75K 0.01% 271
2019
Q4 		$28K Hold
584
– – 0.01% 280
2019
Q3 		$27K Buy
584
+84
+17% +$3.75K 0.01% 278
2019
Q2 		$23K Hold
500
– – 0.01% 290
2019
Q1 		$22K Hold
500
– – 0.01% 290
2018
Q4 		$17K Sell
500
-80
-14% -$2.75K ﹤0.01% 300
2018
Q3 		$20K Hold
580
– – 0.01% 328
2018
Q2 		$22K Hold
580
– – 0.01% 306
2018
Q1 		$24K Hold
580
– – 0.01% 301
2017
Q4 		$23K Hold
580
– – 0.01% 316
2017
Q3 		$23K Buy
+580
New +$21.6K 0.01% 308

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

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

JFS Wealth Advisors reduced its Yum China (YUMC) stake by 6.5% in Q2 2026, selling an estimated $1.42K and leaving 447 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

JFS Wealth Advisors first reported a position in YUMC in Q3 2017 and has held it in 31 quarters since. The position peaked at $136K in Q3 2025. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • JFS Wealth Advisors held 447 shares of Yum China worth $18.3K as of Q2 2026.
  • JFS Wealth Advisors sold 31 Yum China shares in Q2 2026, an estimated $1.42K.
  • Yum China made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #793 holding.
  • JFS Wealth Advisors first reported a position in Yum China in Q3 2017 and has held it in 31 quarters since.
  • JFS Wealth Advisors's Yum China position peaked at $136K in Q3 2025.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.