SWA
YUMC icon

SOA Wealth Advisors’s Yum China YUMC Stock Holding History

SOA Wealth 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 		$25.6K Sell
626
-184
-23% -$8.42K ﹤0.01% 488
2026
Q1 		$39.5K Buy
810
+4
+0.5% +$207 0.01% 407
2025
Q4 		$38.5K Buy
806
+4
+0.5% +$183 0.01% 409
2025
Q3 		$34.4K Sell
802
-515
-39% -$23.4K 0.01% 431
2025
Q2 		$58.9K Buy
1,317
+5
+0.4% +$224 0.01% 341
2025
Q1 		$68.3K Buy
1,312
+4
+0.3% +$192 0.01% 299
2024
Q4 		$63K Sell
1,308
-257
-16% -$12.2K 0.01% 304
2024
Q3 		$70.5K Buy
1,565
+5
+0.3% +$166 0.01% 278
2024
Q2 		$48.1K Sell
1,560
-547
-26% -$20K 0.01% 312
2024
Q1 		$83.8K Buy
2,107
+7
+0.3% +$276 0.02% 257
2023
Q4 		$89.1K Buy
2,100
+5
+0.2% +$233 0.02% 247
2023
Q3 		$117K Buy
2,095
+4
+0.2% +$224 0.03% 210
2023
Q2 		$118K Buy
2,091
+4
+0.2% +$241 0.03% 220
2023
Q1 		$132K Buy
2,087
+3
+0.1% +$181 0.03% 200
2022
Q4 		$114K Buy
2,084
+4
+0.2% +$203 0.03% 208
2022
Q3 		$98K Buy
2,080
+4
+0.2% +$192 0.03% 203
2022
Q2 		$100K Sell
2,076
-65
-3% -$2.74K 0.03% 205
2022
Q1 		$88K Buy
2,141
+5
+0.2% +$236 0.02% 243
2021
Q4 		$105K Buy
2,136
+4
+0.2% +$217 0.03% 210
2021
Q3 		$123K Sell
2,132
-45
-2% -$2.77K 0.03% 200
2021
Q2 		$144K Sell
2,177
-194
-8% -$12.4K 0.04% 187
2021
Q1 		$140K Buy
2,371
+4
+0.2% +$239 0.04% 164
2020
Q4 		$143K Buy
+2,367
New +$133K 0.04% 159

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
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

SOA Wealth Advisors's YUMC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Yum China (YUMC) stake by 23% in Q2 2026, selling an estimated $8.42K and leaving 626 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

SOA Wealth Advisors first reported a position in YUMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $144K in Q2 2021. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • SOA Wealth Advisors held 626 shares of Yum China worth $25.6K as of Q2 2026.
  • SOA Wealth Advisors sold 184 Yum China shares in Q2 2026, an estimated $8.42K.
  • Yum China made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #488 holding.
  • SOA Wealth Advisors first reported a position in Yum China in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Yum China position peaked at $144K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.