New England Capital Financial Advisors’s Yum China YUMC Stock Holding History

New England Capital Financial 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	$8.48K	Buy	208 +2	+1%	+$92	﹤0.01%	279
2026 Q1	$10.1K	Buy	206 +1	+0.5%	+$52	﹤0.01%	257
2025 Q4	$9.79K	Buy	205 +1	+0.5%	+$46	﹤0.01%	265
2025 Q3	$8.76K	Sell	204 -51	-20%	-$2.32K	﹤0.01%	273
2025 Q2	$11.4K	Buy	255 +1	+0.4%	+$45	0.01%	234
2025 Q1	$13.2K	Buy	254 +1	+0.4%	+$48	0.01%	210
2024 Q4	$12.2K	Buy	253 +1	+0.4%	+$47	0.01%	218
2024 Q3	$11.4K	Buy	252 +1	+0.4%	+$33	0.01%	221
2024 Q2	$7.75K	Buy	251 +1	+0.4%	+$37	﹤0.01%	238
2024 Q1	$9.96K	Hold	250	–	–	0.01%	227
2023 Q4	$10.6K	Buy	250 +1	+0.4%	+$47	0.01%	228
2023 Q3	$13.9K	Buy	249 +1	+0.4%	+$56	0.01%	204
2023 Q2	$14K	Hold	248	–	–	0.01%	200
2023 Q1	$15.7K	Hold	248	–	–	0.01%	204
2022 Q4	$14.6K	Buy	+248	New	+$12.6K	0.01%	219

Other funds holding YUMC

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 Des Moines, Iowa $204B AUM 27.99% 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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

New England Capital Financial Advisors's YUMC Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Yum China (YUMC) stake by 0.97% in Q2 2026, buying an estimated $92 and bringing the position to 208 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

New England Capital Financial Advisors first reported a position in YUMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.7K in Q1 2023. 464 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

New England Capital Financial Advisors held 208 shares of Yum China worth $8.48K as of Q2 2026.
New England Capital Financial Advisors bought 2 Yum China shares in Q2 2026, an estimated $92.
Yum China made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #279 holding.
New England Capital Financial Advisors first reported a position in Yum China in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Yum China position peaked at $15.7K in Q1 2023.
464 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.