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United Capital Financial Advisors’s Yum China YUMC Stock Holding History

United Capital Financial 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 		– Sell
-4,596
Closed -$224K – 1750
2026
Q1 		$224K Buy
+4,596
New +$238K ﹤0.01% 1508
2025
Q2 		– Sell
-5,746
Closed -$299K – 1135
2025
Q1 		$299K Buy
5,746
+1,535
+36% +$73.6K ﹤0.01% 889
2024
Q4 		$203K Sell
4,211
-1,670
-28% -$79.2K ﹤0.01% 1017
2024
Q3 		$265K Buy
+5,881
New +$196K ﹤0.01% 919
2024
Q2 		– Sell
-10,760
Closed -$428K – 1124
2024
Q1 		$428K Sell
10,760
-5,679
-35% -$224K ﹤0.01% 777
2023
Q4 		$698K Sell
16,439
-10,157
-38% -$473K 0.01% 643
2023
Q3 		$1.48M Sell
26,596
-110
-0.4% -$6.15K 0.01% 457
2023
Q2 		$1.51M Buy
26,706
+638
+2% +$38.5K 0.01% 479
2023
Q1 		$1.65M Sell
26,068
-4,813
-16% -$291K 0.01% 480
2022
Q4 		$1.69M Sell
30,881
-1,871
-6% -$95.1K 0.01% 513
2022
Q3 		$1.55M Sell
32,752
-1,123
-3% -$53.9K 0.01% 517
2022
Q2 		$1.64M Sell
33,875
-654
-2% -$27.5K 0.01% 531
2022
Q1 		$1.43M Sell
34,529
-24,124
-41% -$1.14M 0.01% 596
2021
Q4 		$2.92M Sell
58,653
-3,113
-5% -$169K 0.01% 467
2021
Q3 		$3.59M Sell
61,766
-1,745
-3% -$107K 0.02% 423
2021
Q2 		$4.21M Sell
63,511
-2,115
-3% -$135K 0.02% 399
2021
Q1 		$3.89M Buy
65,626
+1,011
+2% +$60.4K 0.02% 391
2020
Q4 		$3.69M Sell
64,615
-6,251
-9% -$351K 0.02% 401
2020
Q3 		$3.75M Sell
70,866
-4,933
-7% -$261K 0.02% 384
2020
Q2 		$3.64M Sell
75,799
-13,352
-15% -$630K 0.03% 414
2020
Q1 		$3.8M Sell
89,151
-8,678
-9% -$387K 0.03% 384
2019
Q4 		$4.7M Sell
97,829
-1,275
-1% -$56.7K 0.03% 433
2019
Q3 		$4.5M Sell
99,104
-16,169
-14% -$722K 0.03% 432
2019
Q2 		$5.33M Sell
115,273
-7,763
-6% -$337K 0.03% 414
2019
Q1 		$5.53M Sell
123,036
-3,287
-3% -$129K 0.04% 394
2018
Q4 		$4.24M Sell
126,323
-13,992
-10% -$480K 0.03% 405
2018
Q3 		$4.93M Sell
140,315
-6,332
-4% -$226K 0.03% 433
2018
Q2 		$5.64M Sell
146,647
-3,620
-2% -$143K 0.04% 395
2018
Q1 		$6.24M Buy
150,267
+1,196
+0.8% +$51.4K 0.05% 371
2017
Q4 		$6.06M Sell
149,071
-4,418
-3% -$182K 0.05% 377
2017
Q3 		$6.13M Sell
153,489
-8,979
-6% -$335K 0.05% 358
2017
Q2 		$6.41M Sell
162,468
-7,125
-4% -$257K 0.06% 339
2017
Q1 		$4.61M Sell
169,593
-1,667
-1% -$44.6K 0.04% 379
2016
Q4 		$4.47M Buy
+171,260
New +$4.66M 0.04% 384

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

United Capital Financial Advisors's YUMC Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Yum China (YUMC) in Q2 2026, closing a stake of 4,596 shares — an estimated $224K sold.

United Capital Financial Advisors first reported a position in YUMC in Q4 2016 and held it in 34 quarters. The position peaked at $6.41M in Q2 2017. 657 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,596 Yum China shares in Q2 2026, an estimated $224K.
  • United Capital Financial Advisors first reported a position in Yum China in Q4 2016 and held it in 34 quarters.
  • United Capital Financial Advisors's Yum China position peaked at $6.41M in Q2 2017.
  • 657 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.