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Steward Partners Investment Advisory’s Yum China YUMC Stock Holding History

Steward Partners Investment Advisory’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 		$400K Buy
8,207
+869
+12% +$45K ﹤0.01% 1632
2025
Q4 		$350K Buy
7,338
+112
+2% +$5.13K ﹤0.01% 1628
2025
Q3 		$310K Buy
7,226
+765
+12% +$34.8K ﹤0.01% 1639
2025
Q2 		$289K Sell
6,461
-1,056
-14% -$47.2K ﹤0.01% 1570
2025
Q1 		$391K Buy
7,517
+1,337
+22% +$64.1K ﹤0.01% 1322
2024
Q4 		$298K Buy
6,180
+276
+5% +$13.1K ﹤0.01% 1420
2024
Q3 		$266K Buy
5,904
+101
+2% +$3.36K ﹤0.01% 1385
2024
Q2 		$179K Sell
5,803
-21
-0.4% -$769 ﹤0.01% 1498
2024
Q1 		$232K Sell
5,824
-1,528
-21% -$60.3K ﹤0.01% 1372
2023
Q4 		$312K Buy
7,352
+55
+0.8% +$2.56K ﹤0.01% 1201
2023
Q3 		$407K Buy
7,297
+1
+0% +$56 0.01% 997
2023
Q2 		$412K Hold
7,296
– – 0.01% 1002
2023
Q1 		$462K Sell
7,296
-1,738
-19% -$105K 0.01% 958
2022
Q4 		$494K Sell
9,034
-674
-7% -$34.3K 0.01% 910
2022
Q3 		$459K Buy
9,708
+5,976
+160% +$287K 0.01% 881
2022
Q2 		$181K Buy
3,732
+1
+0% +$42 ﹤0.01% 1248
2022
Q1 		$155K Sell
3,731
-121
-3% -$5.7K ﹤0.01% 1391
2021
Q4 		$192K Sell
3,852
-49
-1% -$2.66K ﹤0.01% 1331
2021
Q3 		$227K Buy
3,901
+101
+3% +$6.21K ﹤0.01% 1223
2021
Q2 		$252K Sell
3,800
-3,052
-45% -$195K ﹤0.01% 1379
2021
Q1 		$406K Buy
6,852
+3,093
+82% +$185K 0.01% 964
2020
Q4 		$215K Buy
3,759
+30
+0.8% +$1.69K ﹤0.01% 1041
2020
Q3 		$197K Sell
3,729
-343
-8% -$18.2K 0.01% 947
2020
Q2 		$196K Buy
4,072
+1,350
+50% +$63.7K 0.01% 890
2020
Q1 		$116K Sell
2,722
-69
-2% -$3.08K ﹤0.01% 947
2019
Q4 		$134K Buy
2,791
+72
+3% +$3.2K ﹤0.01% 1016
2019
Q3 		$123K Sell
2,719
-45
-2% -$2.01K ﹤0.01% 1013
2019
Q2 		$127K Buy
+2,764
New +$120K ﹤0.01% 959
2018
Q4 		– Sell
-1,884
Closed -$66K – 2206
2018
Q3 		$66K Sell
1,884
-381
-17% -$13.6K ﹤0.01% 1090
2018
Q2 		$87K Sell
2,265
-169
-7% -$6.7K 0.01% 890
2018
Q1 		$101K Buy
2,434
+166
+7% +$7.14K 0.01% 773
2017
Q4 		$90K Buy
2,268
+200
+10% +$8.23K 0.01% 658
2017
Q3 		$82K Buy
2,068
+879
+74% +$32.8K 0.01% 583
2017
Q2 		$46K Sell
1,189
-74
-6% -$2.67K 0.01% 645
2017
Q1 		$34K Sell
1,263
-119
-9% -$3.18K 0.01% 639
2016
Q4 		$36K Buy
+1,382
New +$37.6K 0.02% 369

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 $6.69B AUM
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

Steward Partners Investment Advisory's YUMC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Yum China (YUMC) stake by 12% in Q1 2026, buying an estimated $45K and bringing the position to 8,207 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Steward Partners Investment Advisory first reported a position in YUMC in Q4 2016 and has held it in 36 quarters since. The position peaked at $494K in Q4 2022. 701 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Steward Partners Investment Advisory held 8,207 shares of Yum China worth $400K as of Q1 2026.
  • Steward Partners Investment Advisory bought 869 Yum China shares in Q1 2026, an estimated $45K.
  • Yum China made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1632 holding.
  • Steward Partners Investment Advisory first reported a position in Yum China in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's Yum China position peaked at $494K in Q4 2022.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.