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Stephens Inc’s Yum China YUMC Stock Holding History

Stephens Inc’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 		$440K Hold
10,776
– – ﹤0.01% 929
2026
Q1 		$526K Sell
10,776
-11
-0.1% -$570 0.01% 843
2025
Q4 		$515K Hold
10,787
– – 0.01% 837
2025
Q3 		$463K Buy
10,787
+726
+7% +$33K 0.01% 882
2025
Q2 		$450K Sell
10,061
-6,773
-40% -$303K 0.01% 874
2025
Q1 		$876K Buy
16,834
+6,774
+67% +$325K 0.01% 647
2024
Q4 		$485K Sell
10,060
-178
-2% -$8.44K 0.01% 847
2024
Q3 		$461K Sell
10,238
-567
-5% -$18.9K 0.01% 873
2024
Q2 		$333K Sell
10,805
-25
-0.2% -$915 0.01% 963
2024
Q1 		$431K Buy
10,830
+99
+0.9% +$3.91K 0.01% 872
2023
Q4 		$455K Sell
10,731
-400
-4% -$18.6K 0.01% 778
2023
Q3 		$620K Buy
11,131
+7
+0.1% +$392 0.01% 654
2023
Q2 		$629K Sell
11,124
-17
-0.2% -$1.02K 0.01% 671
2023
Q1 		$706K Buy
11,141
+300
+3% +$18.1K 0.01% 618
2022
Q4 		$592K Sell
10,841
-560
-5% -$28.5K 0.01% 638
2022
Q3 		$540K Hold
11,401
– – 0.01% 680
2022
Q2 		$553K Buy
11,401
+44
+0.4% +$1.85K 0.01% 698
2022
Q1 		$472K Sell
11,357
-100
-0.9% -$4.71K 0.01% 829
2021
Q4 		$571K Sell
11,457
-1,777
-13% -$96.4K 0.01% 806
2021
Q3 		$769K Sell
13,234
-549
-4% -$33.8K 0.01% 731
2021
Q2 		$913K Sell
13,783
-571
-4% -$36.4K 0.01% 695
2021
Q1 		$850K Buy
14,354
+1,151
+9% +$68.8K 0.01% 670
2020
Q4 		$754K Buy
13,203
+928
+8% +$52.1K 0.01% 666
2020
Q3 		$650K Buy
12,275
+807
+7% +$42.7K 0.01% 663
2020
Q2 		$551K Sell
11,468
-1,074
-9% -$50.7K 0.01% 678
2020
Q1 		$535K Buy
12,542
+336
+3% +$15K 0.01% 624
2019
Q4 		$586K Buy
12,206
+1,947
+19% +$86.5K 0.01% 685
2019
Q3 		$466K Buy
10,259
+50
+0.5% +$2.23K 0.01% 773
2019
Q2 		$472K Sell
10,209
-8,432
-45% -$366K 0.01% 765
2019
Q1 		$837K Sell
18,641
-3,593
-16% -$142K 0.02% 605
2018
Q4 		$746K Sell
22,234
-944
-4% -$32.4K 0.02% 590
2018
Q3 		$814K Buy
23,178
+489
+2% +$17.4K 0.02% 639
2018
Q2 		$873K Buy
+22,689
New +$899K 0.03% 510

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

Stephens Inc's YUMC Position: Q2 2026 in Review

Stephens Inc held its Yum China (YUMC) position steady in Q2 2026 at 10,776 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Stephens Inc first reported a position in YUMC in Q2 2018 and has held it in 33 quarters since. The position peaked at $913K in Q2 2021. 658 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Stephens Inc held 10,776 shares of Yum China worth $440K as of Q2 2026.
  • Stephens Inc left its Yum China share count unchanged in Q2 2026.
  • Yum China made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #929 holding.
  • Stephens Inc first reported a position in Yum China in Q2 2018 and has held it in 33 quarters since.
  • Stephens Inc's Yum China position peaked at $913K in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.