Moors & Cabot’s Yum China YUMC Stock Holding History

Moors & Cabot’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	$220K	Sell	4,503 -43	-0.9%	-$2.23K	0.01%	827
2025 Q4	$217K	Buy	+4,546	New	+$208K	0.01%	828
2025 Q3	–	Sell	-4,788	Closed	-$214K	–	956
2025 Q2	$214K	Sell	4,788 -42	-0.9%	-$1.88K	0.01%	779
2025 Q1	$251K	Buy	4,830 +141	+3%	+$6.76K	0.01%	706
2024 Q4	$226K	Sell	4,689 -377	-7%	-$17.9K	0.01%	764
2024 Q3	$228K	Buy	+5,066	New	+$169K	0.01%	747
2024 Q2	–	Sell	-5,122	Closed	-$204K	–	951
2024 Q1	$204K	Sell	5,122 -225	-4%	-$8.88K	0.01%	806
2023 Q4	$227K	Sell	5,347 -194	-4%	-$9.03K	0.01%	711
2023 Q3	$309K	Buy	5,541 +3	+0.1%	+$168	0.02%	593
2023 Q2	$313K	Sell	5,538 -263	-5%	-$15.9K	0.02%	598
2023 Q1	$368K	Buy	5,801 +277	+5%	+$16.7K	0.03%	537
2022 Q4	$302K	Sell	5,524 -420	-7%	-$21.4K	0.02%	583
2022 Q3	$281K	Buy	5,944 +439	+8%	+$21.1K	0.02%	581
2022 Q2	$267K	Sell	5,505 -500	-8%	-$21.1K	0.02%	598
2022 Q1	$249K	Buy	6,005 +500	+9%	+$23.6K	0.02%	699
2021 Q4	$274K	Sell	5,505 -148	-3%	-$8.03K	0.02%	670
2021 Q3	$328K	Sell	5,653 -1,725	-23%	-$106K	0.02%	568
2021 Q2	$489K	Sell	7,378 -150	-2%	-$9.57K	0.03%	427
2021 Q1	$448K	Buy	7,528 +150	+2%	+$8.96K	0.03%	415
2020 Q4	$424K	Hold	7,378	–	–	0.04%	419
2020 Q3	$391K	Sell	7,378 -1,367	-16%	-$72.3K	0.04%	392
2020 Q2	$421K	Buy	8,745 +160	+2%	+$7.55K	0.04%	353
2020 Q1	$366K	Buy	8,585 +90	+1%	+$4.01K	0.05%	314
2019 Q4	$407K	Buy	8,495 +500	+6%	+$22.2K	0.04%	398
2019 Q3	$363K	Buy	7,995 +1,300	+19%	+$58.1K	0.04%	399
2019 Q2	$308K	Hold	6,695	–	–	0.04%	405
2019 Q1	$299K	Hold	6,695	–	–	0.04%	395
2018 Q4	$227K	Sell	6,695 -1,753	-21%	-$60.1K	0.04%	428
2018 Q3	$299K	Buy	8,448 +1,653	+24%	+$58.9K	0.04%	423
2018 Q2	$261K	Sell	6,795 -1,000	-13%	-$39.6K	0.04%	443
2018 Q1	$323K	Hold	7,795	–	–	0.04%	410
2017 Q4	$311K	Hold	7,795	–	–	0.04%	408
2017 Q3	$311K	Sell	7,795 -250	-3%	-$9.32K	0.05%	400
2017 Q2	$319K	Buy	8,045 +625	+8%	+$22.6K	0.05%	380
2017 Q1	$203K	Sell	7,420 -750	-9%	-$20.1K	0.03%	463
2016 Q4	$214K	Buy	+8,170	New	+$222K	0.04%	464

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Moors & Cabot's YUMC Position: Q1 2026 in Review

Moors & Cabot reduced its Yum China (YUMC) stake by 0.95% in Q1 2026, selling an estimated $2.23K and leaving 4,503 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #827.

Moors & Cabot first reported a position in YUMC in Q4 2016 and has held it in 36 quarters since. The position peaked at $489K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Moors & Cabot held 4,503 shares of Yum China worth $220K as of Q1 2026.
Moors & Cabot sold 43 Yum China shares in Q1 2026, an estimated $2.23K.
Yum China made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #827 holding.
Moors & Cabot first reported a position in Yum China in Q4 2016 and has held it in 36 quarters since.
Moors & Cabot's Yum China position peaked at $489K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.