Optimum Investment Advisors’s Yum China YUMC Stock Holding History

Optimum 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
2025 Q3	$17.2K	Hold	400	–	–	0.01%	458
2025 Q2	$17.9K	Hold	400	–	–	0.01%	451
2025 Q1	$20.8K	Hold	400	–	–	0.01%	437
2024 Q4	$19.3K	Hold	400	–	–	0.01%	433
2024 Q3	$18K	Hold	400	–	–	0.01%	460
2024 Q2	$12.3K	Hold	400	–	–	0.01%	501
2024 Q1	$15.9K	Hold	400	–	–	0.01%	475
2023 Q4	$17K	Hold	400	–	–	0.01%	464
2023 Q3	$22.3K	Hold	400	–	–	0.01%	456
2023 Q2	$22.6K	Hold	400	–	–	0.01%	458
2023 Q1	$25.4K	Hold	400	–	–	0.01%	449
2022 Q4	$21.9K	Sell	400 -300	-43%	-$15.3K	0.01%	476
2022 Q3	$33K	Hold	700	–	–	0.02%	441
2022 Q2	$34K	Hold	700	–	–	0.02%	454
2022 Q1	$29K	Hold	700	–	–	0.01%	527
2021 Q4	$35K	Hold	700	–	–	0.01%	525
2021 Q3	$41K	Sell	700 -100	-13%	-$6.15K	0.02%	489
2021 Q2	$53K	Hold	800	–	–	0.02%	494
2021 Q1	$47K	Buy	800 +300	+60%	+$17.9K	0.01%	517
2020 Q4	$29K	Hold	500	–	–	0.01%	566
2020 Q3	$26K	Hold	500	–	–	0.01%	562
2020 Q2	$24K	Hold	500	–	–	0.01%	577
2020 Q1	$21K	Sell	500 -309	-38%	-$13.8K	0.01%	565
2019 Q4	$39K	Hold	809	–	–	0.01%	560
2019 Q3	$37K	Hold	809	–	–	0.01%	566
2019 Q2	$37K	Hold	809	–	–	0.01%	568
2019 Q1	$36K	Sell	809 -100	-11%	-$3.94K	0.01%	584
2018 Q4	$30K	Sell	909 -1,155	-56%	-$39.6K	0.01%	570
2018 Q3	$72K	Sell	2,064 -2,010	-49%	-$71.6K	0.02%	458
2018 Q2	$157K	Sell	4,074 -294	-7%	-$11.6K	0.05%	331
2018 Q1	$181K	Buy	+4,368	New	+$188K	0.05%	304
2017 Q1	–	Sell	-20,344	Closed	-$531K	–	295
2016 Q4	$531K	Buy	+20,344	New	+$553K	0.2%	138

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Optimum Investment Advisors's YUMC Position: Q3 2025 in Review

Optimum Investment Advisors held its Yum China (YUMC) position steady in Q3 2025 at 400 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #458.

Optimum Investment Advisors first reported a position in YUMC in Q4 2016 and has held it in 32 quarters since. The position peaked at $531K in Q4 2016. 663 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

Optimum Investment Advisors held 400 shares of Yum China worth $17.2K as of Q3 2025.
Optimum Investment Advisors left its Yum China share count unchanged in Q3 2025.
Yum China made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #458 holding.
Optimum Investment Advisors first reported a position in Yum China in Q4 2016 and has held it in 32 quarters since.
Optimum Investment Advisors's Yum China position peaked at $531K in Q4 2016.
663 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.