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Laurel Wealth Advisors (North Carolina)’s Yum China YUMC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-240
Closed -$11.5K – 679
2025
Q4 		$11.5K Buy
+240
New +$11K ﹤0.01% 475
2025
Q2 		– Sell
-240
Closed -$12.5K – 689
2025
Q1 		$12.5K Hold
240
– – ﹤0.01% 457
2024
Q4 		$11.6K Hold
240
– – ﹤0.01% 472
2024
Q3 		$10.8K Sell
240
-270
-53% -$8.99K ﹤0.01% 453
2024
Q2 		$15.7K Hold
510
– – ﹤0.01% 391
2024
Q1 		$20.3K Hold
510
– – ﹤0.01% 378
2023
Q4 		$21.6K Hold
510
– – ﹤0.01% 354
2023
Q3 		$28.4K Hold
510
– – 0.01% 329
2023
Q2 		$28.8K Hold
510
– – 0.01% 330
2023
Q1 		$32.3K Hold
510
– – 0.01% 324
2022
Q4 		$27.9K Hold
510
– – 0.01% 305
2022
Q3 		$24K Hold
510
– – 0.01% 320
2022
Q2 		$25K Hold
510
– – 0.01% 321
2022
Q1 		$21K Hold
510
– – ﹤0.01% 342
2021
Q4 		$25K Hold
510
– – 0.01% 324
2021
Q3 		$30K Sell
510
-270
-35% -$16.6K 0.01% 308
2021
Q2 		$52K Hold
780
– – 0.01% 276
2021
Q1 		$46K Sell
780
-300
-28% -$17.9K 0.01% 277
2020
Q4 		$62K Hold
1,080
– – 0.02% 240
2020
Q3 		$57K Sell
1,080
-150
-12% -$7.94K 0.02% 226
2020
Q2 		$59K Sell
1,230
-500
-29% -$23.6K 0.02% 221
2020
Q1 		$74K Hold
1,730
– – 0.03% 184
2019
Q4 		$83K Hold
1,730
– – 0.03% 203
2019
Q3 		$79K Hold
1,730
– – 0.03% 202
2019
Q2 		$80K Buy
1,730
+270
+18% +$11.7K 0.03% 198
2019
Q1 		$66K Hold
1,460
– – 0.02% 212
2018
Q4 		$49K Buy
+1,460
New +$50.1K 0.02% 217

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Laurel Wealth Advisors (North Carolina)'s YUMC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Yum China (YUMC) in Q1 2026, closing a stake of 240 shares — an estimated $11.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in YUMC in Q4 2018 and held it in 27 quarters. The position peaked at $83K in Q4 2019. 705 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 240 Yum China shares in Q1 2026, an estimated $11.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Yum China in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Yum China position peaked at $83K in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.