Mount Yale Investment Advisors’s Yum China YUMC Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-100	Closed	-$4.47K	–	1631
2025 Q2	$4.47K	Buy	+100	New	+$4.47K	﹤0.01%	1248
2023 Q4	–	Sell	-4,567	Closed	-$254K	–	542
2023 Q3	$254K	Buy	4,567 +445	+11%	+$24.9K	0.03%	422
2023 Q2	$233K	Sell	4,122 -749	-15%	-$45.2K	0.02%	438
2023 Q1	$309K	Buy	4,871 +284	+6%	+$17.1K	0.03%	369
2022 Q4	$251K	Buy	+4,587	New	+$233K	0.03%	390
2022 Q3	–	Sell	-4,463	Closed	-$216K	–	485
2022 Q2	$216K	Buy	+4,463	New	+$188K	0.03%	430
2018 Q4	–	Sell	-100	Closed	-$4K	–	800
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	890
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	907
2018 Q1	$4K	Buy	+100	New	+$4.3K	﹤0.01%	904

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

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

PCM

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

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

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

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mount Yale Investment Advisors's YUMC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Yum China (YUMC) in Q3 2025, closing a stake of 100 shares — an estimated $4.47K sold.

Mount Yale Investment Advisors first reported a position in YUMC in Q1 2018 and held it in 9 quarters. The position peaked at $309K in Q1 2023. 662 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 100 Yum China shares in Q3 2025, an estimated $4.47K.
Mount Yale Investment Advisors first reported a position in Yum China in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Yum China position peaked at $309K in Q1 2023.
662 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.