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Naples Global Advisors’s Yum China YUMC Stock Holding History

Naples Global 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 		$3.06M Buy
74,856
+7,678
+11% +$352K 0.19% 121
2026
Q1 		$3.28M Buy
67,178
+4,462
+7% +$231K 0.24% 112
2025
Q4 		$2.99M Buy
62,716
+8,442
+16% +$387K 0.22% 112
2025
Q3 		$2.33M Buy
54,274
+4,047
+8% +$184K 0.18% 138
2025
Q2 		$2.25M Buy
50,227
+4,578
+10% +$205K 0.19% 139
2025
Q1 		$2.38M Sell
45,649
-84
-0.2% -$4.03K 0.23% 121
2024
Q4 		$2.2M Sell
45,733
-1,873
-4% -$88.8K 0.21% 128
2024
Q3 		$2.14M Buy
47,606
+5,092
+12% +$169K 0.2% 133
2024
Q2 		$1.31M Buy
42,514
+6,046
+17% +$221K 0.13% 181
2024
Q1 		$1.45M Buy
36,468
+9,145
+33% +$361K 0.15% 175
2023
Q4 		$1.16M Buy
27,323
+9,710
+55% +$452K 0.13% 197
2023
Q3 		$981K Buy
17,613
+725
+4% +$40.6K 0.12% 209
2023
Q2 		$954K Buy
16,888
+165
+1% +$9.95K 0.11% 211
2023
Q1 		$1.06M Hold
16,723
– – 0.13% 199
2022
Q4 		$914K Buy
16,723
+1,335
+9% +$67.9K 0.12% 211
2022
Q3 		$728K Sell
15,388
-225
-1% -$10.8K 0.1% 224
2022
Q2 		$757K Buy
15,613
+650
+4% +$27.4K 0.1% 228
2022
Q1 		$622K Buy
14,963
+5,805
+63% +$273K 0.07% 255
2021
Q4 		$456K Buy
9,158
+2,020
+28% +$110K 0.05% 291
2021
Q3 		$415K Buy
7,138
+3,725
+109% +$229K 0.05% 294
2021
Q2 		$226K Hold
3,413
– – 0.03% 360
2021
Q1 		$202K Buy
+3,413
New +$204K 0.03% 358

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

Naples Global Advisors's YUMC Position: Q2 2026 in Review

Naples Global Advisors increased its Yum China (YUMC) stake by 11% in Q2 2026, buying an estimated $352K and bringing the position to 74,856 shares worth $3.06M. The position accounts for 0.19% of the portfolio, ranked #121.

Naples Global Advisors first reported a position in YUMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.28M in Q1 2026. 658 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Naples Global Advisors held 74,856 shares of Yum China worth $3.06M as of Q2 2026.
  • Naples Global Advisors bought 7,678 Yum China shares in Q2 2026, an estimated $352K.
  • Yum China made up 0.19% of Naples Global Advisors's portfolio in Q2 2026, its #121 holding.
  • Naples Global Advisors first reported a position in Yum China in Q1 2021 and has held it in 22 quarters since.
  • Naples Global Advisors's Yum China position peaked at $3.28M in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.