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Okabena Investment Services’s Yum China YUMC Stock Holding History

Okabena Investment Services’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 		$1.25M Buy
30,467
+3,764
+14% +$172K 0.22% 69
2026
Q1 		$1.3M Sell
26,703
-3,293
-11% -$170K 0.25% 62
2025
Q4 		$1.43M Sell
29,996
-4,364
-13% -$200K 0.27% 63
2025
Q3 		$1.47M Sell
34,360
-15,061
-30% -$685K 0.29% 63
2025
Q2 		$2.21M Sell
49,421
-582
-1% -$26K 0.49% 39
2025
Q1 		$2.6M Buy
50,003
+226
+0.5% +$10.8K 0.66% 33
2024
Q4 		$2.4M Sell
49,777
-7,268
-13% -$345K 0.67% 30
2024
Q3 		$2.57M Buy
57,045
+9,066
+19% +$302K 0.72% 27
2024
Q2 		$1.48M Sell
47,979
-3,008
-6% -$110K 0.47% 46
2024
Q1 		$2.03M Buy
+50,987
New +$2.01M 0.68% 36
2023
Q3 		– Sell
-42,268
Closed -$2.39M – 157
2023
Q2 		$2.39M Sell
42,268
-3,523
-8% -$212K 1.75% 11
2023
Q1 		$2.9M Buy
45,791
+1,648
+4% +$99.5K 2.03% 12
2022
Q4 		$2.41M Sell
44,143
-14,063
-24% -$715K 1.6% 13
2022
Q3 		$2.75M Sell
58,206
-3,902
-6% -$187K 1.33% 17
2022
Q2 		$3.01M Buy
62,108
+32,298
+108% +$1.36M 1.55% 15
2022
Q1 		$1.24M Buy
29,810
+7,425
+33% +$350K 0.52% 48
2021
Q4 		$1.12M Buy
+22,385
New +$1.21M 0.42% 59

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
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
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Okabena Investment Services's YUMC Position: Q2 2026 in Review

Okabena Investment Services increased its Yum China (YUMC) stake by 14% in Q2 2026, buying an estimated $172K and bringing the position to 30,467 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #69.

Okabena Investment Services first reported a position in YUMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.01M in Q2 2022. 464 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Okabena Investment Services held 30,467 shares of Yum China worth $1.25M as of Q2 2026.
  • Okabena Investment Services bought 3,764 Yum China shares in Q2 2026, an estimated $172K.
  • Yum China made up 0.22% of Okabena Investment Services's portfolio in Q2 2026, its #69 holding.
  • Okabena Investment Services first reported a position in Yum China in Q4 2021 and has held it in 17 quarters since.
  • Okabena Investment Services's Yum China position peaked at $3.01M in Q2 2022.
  • 464 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.