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OneDigital Investment Advisors’s Yum China YUMC Stock Holding History

OneDigital 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 		$332K Buy
6,808
+36
+0.5% +$1.86K ﹤0.01% 1134
2025
Q4 		$323K Sell
6,772
-3,359
-33% -$154K ﹤0.01% 1171
2025
Q3 		$435K Buy
10,131
+1,169
+13% +$53.1K ﹤0.01% 1002
2025
Q2 		$401K Sell
8,962
-3,751
-30% -$168K ﹤0.01% 1003
2025
Q1 		$662K Sell
12,713
-135
-1% -$6.48K 0.01% 752
2024
Q4 		$619K Buy
12,848
+2,939
+30% +$139K 0.01% 804
2024
Q3 		$446K Buy
9,909
+1,642
+20% +$54.7K 0.01% 978
2024
Q2 		$255K Buy
8,267
+873
+12% +$32K ﹤0.01% 1178
2024
Q1 		$294K Buy
7,394
+2,283
+45% +$90.1K ﹤0.01% 918
2023
Q4 		$217K Buy
+5,111
New +$238K ﹤0.01% 1031
2023
Q2 		– Sell
-3,471
Closed -$220K – 1056
2023
Q1 		$220K Buy
+3,471
New +$210K 0.01% 881
2019
Q3 		– Sell
-1,814
Closed -$84K – 1178
2019
Q2 		$84K Hold
1,814
– – 0.01% 484
2019
Q1 		$81K Hold
1,814
– – 0.01% 406
2018
Q4 		$61K Buy
+1,814
New +$62.2K 0.01% 422
2018
Q3 		– Sell
-2,258
Closed -$87K – 1293
2018
Q2 		$87K Buy
2,258
+1
+0% +$40 0.02% 364
2018
Q1 		$94K Hold
2,257
– – 0.02% 361
2017
Q4 		$90K Buy
2,257
+332
+17% +$13.7K 0.01% 370
2017
Q3 		$77K Sell
1,925
-410
-18% -$15.3K 0.03% 283
2017
Q2 		$92K Buy
+2,335
New +$84.3K 0.03% 329

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 $187B AUM 18.48% 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 $2.68B AUM 76.4% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Yum China (YUMC) stake by 0.53% in Q1 2026, buying an estimated $1.86K and bringing the position to 6,808 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

OneDigital Investment Advisors first reported a position in YUMC in Q2 2017 and has held it in 19 quarters since. The position peaked at $662K in Q1 2025. 701 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • OneDigital Investment Advisors held 6,808 shares of Yum China worth $332K as of Q1 2026.
  • OneDigital Investment Advisors bought 36 Yum China shares in Q1 2026, an estimated $1.86K.
  • Yum China made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1134 holding.
  • OneDigital Investment Advisors first reported a position in Yum China in Q2 2017 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's Yum China position peaked at $662K in Q1 2025.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.