Nisa Investment Advisors
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Nisa Investment Advisors’s Yum China YUMC Stock Holding History

Nisa 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
2026
Q1 		$2.55M Sell
52,185
-6,630
-11% -$343K 0.01% 546
2025
Q4 		$2.81M Sell
58,815
-1,485
-2% -$68K 0.01% 538
2025
Q3 		$2.59M Hold
60,300
– – 0.01% 581
2025
Q2 		$2.7M Sell
60,300
-785
-1% -$35.1K 0.01% 556
2025
Q1 		$3.18M Sell
61,085
-225
-0.4% -$10.8K 0.02% 528
2024
Q4 		$2.95M Hold
61,310
– – 0.01% 571
2024
Q3 		$2.76M Sell
61,310
-850
-1% -$28.3K 0.02% 578
2024
Q2 		$1.92M Sell
62,160
-400
-0.6% -$14.6K 0.01% 716
2024
Q1 		$2.49M Sell
62,560
-850
-1% -$33.6K 0.02% 636
2023
Q4 		$2.69M Sell
63,410
-1,600
-2% -$74.5K 0.02% 568
2023
Q3 		$3.62M Sell
65,010
-730
-1% -$40.8K 0.03% 497
2023
Q2 		$3.71M Hold
65,740
– – 0.03% 496
2023
Q1 		$4.17M Sell
65,740
-2,945
-4% -$178K 0.03% 463
2022
Q4 		$3.75M Sell
68,685
-3,300
-5% -$168K 0.03% 532
2022
Q3 		$3.41M Hold
71,985
– – 0.03% 488
2022
Q2 		$3.49M Sell
71,985
-3,125
-4% -$132K 0.03% 483
2022
Q1 		$3.12M Sell
75,110
-7,000
-9% -$330K 0.02% 542
2021
Q4 		$3.96M Sell
82,110
-12,985
-14% -$704K 0.03% 458
2021
Q3 		$5.53K Hold
95,095
– – 0.03% 418
2021
Q2 		$6.3K Sell
95,095
-14,900
-14% -$950K 0.04% 380
2021
Q1 		$6.51K Sell
109,995
-4,100
-4% -$245K 0.04% 376
2020
Q4 		$6.51M Buy
114,095
+2,500
+2% +$140K 0.04% 372
2020
Q3 		$5.91M Buy
111,595
+1,100
+1% +$58.2K 0.05% 333
2020
Q2 		$5.31M Sell
110,495
-3,100
-3% -$146K 0.05% 327
2020
Q1 		$4.84M Buy
113,595
+100
+0.1% +$4.46K 0.05% 309
2019
Q4 		$5.45M Sell
113,495
-10,000
-8% -$444K 0.05% 361
2019
Q3 		$5.61M Hold
123,495
– – 0.05% 349
2019
Q2 		$5.71M Sell
123,495
-300
-0.2% -$13K 0.05% 336
2019
Q1 		$5.56M Sell
123,795
-2,510
-2% -$98.9K 0.05% 338
2018
Q4 		$4.24M Buy
126,305
+14,300
+13% +$491K 0.05% 360
2018
Q3 		$3.93M Sell
112,005
-7,510
-6% -$268K 0.04% 432
2018
Q2 		$4.6M Sell
119,515
-310
-0.3% -$12.3K 0.05% 375
2018
Q1 		$5.03M Buy
119,825
+425
+0.4% +$18.3K 0.05% 338
2017
Q4 		$4.78M Sell
119,400
-3,375
-3% -$139K 0.05% 350
2017
Q3 		$4.91M Buy
122,775
+6,950
+6% +$259K 0.06% 334
2017
Q2 		$4.55M Sell
115,825
-2,350
-2% -$84.8K 0.05% 344
2017
Q1 		$3.21M Sell
118,175
-9,520
-7% -$255K 0.04% 446
2016
Q4 		$3.33M Buy
+127,695
New +$3.47M 0.04% 429

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
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 $2.85B AUM 55.09% 1-Year Est. Return

Nisa Investment Advisors's YUMC Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Yum China (YUMC) stake by 11% in Q1 2026, selling an estimated $343K and leaving 52,185 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #546.

Nisa Investment Advisors first reported a position in YUMC in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.51M in Q4 2020. 703 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Nisa Investment Advisors held 52,185 shares of Yum China worth $2.55M as of Q1 2026.
  • Nisa Investment Advisors sold 6,630 Yum China shares in Q1 2026, an estimated $343K.
  • Yum China made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #546 holding.
  • Nisa Investment Advisors first reported a position in Yum China in Q4 2016 and has held it in 38 quarters since.
  • Nisa Investment Advisors's Yum China position peaked at $6.51M in Q4 2020.
  • 703 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.