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LRI Investments’s Yum China YUMC Stock Holding History

LRI Investments’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 		$76.1K Buy
1,862
+1,021
+121% +$46.7K 0.01% 492
2026
Q1 		$41K Hold
841
– – ﹤0.01% 547
2025
Q4 		$40.1K Sell
841
-36
-4% -$1.65K ﹤0.01% 582
2025
Q3 		$37.6K Hold
877
– – ﹤0.01% 602
2025
Q2 		$39.2K Hold
877
– – ﹤0.01% 596
2025
Q1 		$45.7K Hold
877
– – ﹤0.01% 546
2024
Q4 		$42.2K Hold
877
– – ﹤0.01% 543
2024
Q3 		$41.4K Hold
877
– – ﹤0.01% 535
2024
Q2 		$27K Sell
877
-40
-4% -$1.46K ﹤0.01% 567
2024
Q1 		$36.5K Buy
+917
New +$36.2K 0.01% 302

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

LRI Investments's YUMC Position: Q2 2026 in Review

LRI Investments increased its Yum China (YUMC) stake by 121% in Q2 2026, buying an estimated $46.7K and bringing the position to 1,862 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #492.

LRI Investments first reported a position in YUMC in Q1 2024 and has held it in 10 quarters since. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • LRI Investments held 1,862 shares of Yum China worth $76.1K as of Q2 2026.
  • LRI Investments bought 1,021 Yum China shares in Q2 2026, an estimated $46.7K.
  • Yum China made up 0.01% of LRI Investments's portfolio in Q2 2026, its #492 holding.
  • LRI Investments first reported a position in Yum China in Q1 2024 and has held it in 10 quarters since.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.