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Sound Income Strategies’s Yum China YUMC Stock Holding History

Sound Income Strategies’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 		– Sell
-845
Closed -$41.5K – 2441
2026
Q1 		$41.5K Buy
845
+16
+2% +$828 ﹤0.01% 886
2025
Q4 		$39.4K Hold
829
– – ﹤0.01% 887
2025
Q3 		$35.2K Hold
829
– – ﹤0.01% 654
2025
Q2 		$37.1K Sell
829
-114
-12% -$5.1K ﹤0.01% 594
2025
Q1 		$49.1K Buy
943
+64
+7% +$3.07K ﹤0.01% 510
2024
Q4 		$42.4K Hold
879
– – ﹤0.01% 507
2024
Q3 		$39.6K Sell
879
-8
-0.9% -$266 ﹤0.01% 497
2024
Q2 		$27.4K Hold
887
– – ﹤0.01% 556
2024
Q1 		$35.3K Hold
887
– – ﹤0.01% 481
2023
Q4 		$37.6K Hold
887
– – ﹤0.01% 460
2023
Q3 		$49.4K Sell
887
-850
-49% -$47.6K ﹤0.01% 310
2023
Q2 		$98.1K Hold
1,737
– – 0.01% 215
2023
Q1 		$110K Hold
1,737
– – 0.01% 191
2022
Q4 		$94.9K Hold
1,737
– – 0.01% 200
2022
Q3 		$82K Buy
1,737
+1,666
+2,346% +$80K 0.01% 185
2022
Q2 		$3K Hold
71
– – ﹤0.01% 685
2022
Q1 		$3K Hold
71
– – ﹤0.01% 698
2021
Q4 		$4K Hold
71
– – ﹤0.01% 643
2021
Q3 		$4K Buy
71
+8
+13% +$492 ﹤0.01% 618
2021
Q2 		$4K Sell
63
-9
-13% -$574 ﹤0.01% 651
2021
Q1 		$4.26K Buy
72
+52
+260% +$3.11K ﹤0.01% 650
2020
Q4 		$1K Sell
20
-500
-96% -$28.1K ﹤0.01% 840
2020
Q3 		$28K Hold
520
– – 0.01% 251
2020
Q2 		$25K Hold
520
– – 0.01% 246
2020
Q1 		$22K Buy
+520
New +$23.2K 0.01% 232

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

Sound Income Strategies's YUMC Position: Q2 2026 in Review

Sound Income Strategies sold out of Yum China (YUMC) in Q2 2026, closing a stake of 845 shares — an estimated $41.5K sold.

Sound Income Strategies first reported a position in YUMC in Q1 2020 and held it in 25 quarters. The position peaked at $110K in Q1 2023. 464 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Sound Income Strategies reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 845 Yum China shares in Q2 2026, an estimated $41.5K.
  • Sound Income Strategies first reported a position in Yum China in Q1 2020 and held it in 25 quarters.
  • Sound Income Strategies's Yum China position peaked at $110K in Q1 2023.
  • 464 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.