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LVW Advisors’s Yum China YUMC Stock Holding History

LVW 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 		$315K Buy
7,709
+3,163
+70% +$145K 0.03% 339
2026
Q1 		$222K Buy
+4,546
New +$235K 0.02% 390

Other funds holding YUMC

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LVW Advisors's YUMC Position: Q2 2026 in Review

LVW Advisors increased its Yum China (YUMC) stake by 70% in Q2 2026, buying an estimated $145K and bringing the position to 7,709 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #339.

LVW Advisors first reported a position in YUMC in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • LVW Advisors held 7,709 shares of Yum China worth $315K as of Q2 2026.
  • LVW Advisors bought 3,163 Yum China shares in Q2 2026, an estimated $145K.
  • Yum China made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #339 holding.
  • LVW Advisors first reported a position in Yum China in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.