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Valeo Financial Advisors’s Yum China YUMC Stock Holding History

Valeo 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
-4,704
Closed -$229K – 886
2026
Q1 		$229K Buy
+4,704
New +$244K 0.01% 650
2025
Q3 		– Sell
-6,167
Closed -$276K – 889
2025
Q2 		$276K Buy
6,167
+1,818
+42% +$81.3K 0.01% 606
2025
Q1 		$226K Sell
4,349
-596
-12% -$28.6K 0.01% 611
2024
Q4 		$238K Buy
4,945
+117
+2% +$5.55K 0.01% 616
2024
Q3 		$217K Buy
+4,828
New +$161K 0.01% 632
2024
Q2 		– Sell
-7,066
Closed -$274K – 722
2024
Q1 		$274K Sell
7,066
-819
-10% -$32.3K 0.01% 534
2023
Q4 		$335K Sell
7,885
-2,134
-21% -$99.3K 0.01% 461
2023
Q3 		$558K Buy
10,019
+2,379
+31% +$133K 0.03% 307
2023
Q2 		$432K Sell
7,640
-1,527
-17% -$92.1K 0.02% 347
2023
Q1 		$581K Buy
9,167
+928
+11% +$56K 0.03% 305
2022
Q4 		$450K Sell
8,239
-17,522
-68% -$891K 0.02% 300
2022
Q3 		$1.22M Buy
25,761
+1,231
+5% +$59.1K 0.08% 150
2022
Q2 		$1.19M Sell
24,530
-1,622
-6% -$68.3K 0.07% 145
2022
Q1 		$1.09M Buy
26,152
+4,145
+19% +$195K 0.06% 191
2021
Q4 		$1.1M Buy
22,007
+16,134
+275% +$875K 0.06% 176
2021
Q3 		$341K Buy
5,873
+707
+14% +$43.5K 0.02% 373
2021
Q2 		$342K Sell
5,166
-5,140
-50% -$328K 0.02% 338
2021
Q1 		$610K Sell
10,306
-1,374
-12% -$82.1K 0.03% 243
2020
Q4 		$667K Buy
11,680
+5,886
+102% +$331K 0.03% 209
2020
Q3 		$307K Sell
5,794
-2,535
-30% -$134K 0.03% 252
2020
Q2 		$400K Sell
8,329
-3,689
-31% -$174K 0.04% 211
2020
Q1 		$547K Sell
12,018
-6,317
-34% -$282K 0.06% 165
2019
Q4 		$880K Sell
18,335
-5,760
-24% -$256K 0.09% 140
2019
Q3 		$1.09M Sell
24,095
-9,175
-28% -$410K 0.12% 117
2019
Q2 		$1.54M Sell
33,270
-860
-3% -$37.3K 0.18% 85
2019
Q1 		$1.53M Sell
34,130
-2,928
-8% -$115K 0.19% 88
2018
Q4 		$1.24M Buy
37,058
+5,003
+16% +$172K 0.17% 95
2018
Q3 		$1.16M Buy
32,055
+16,227
+103% +$578K 0.16% 103
2018
Q2 		$542K Buy
15,828
+13,173
+496% +$522K 0.08% 164
2018
Q1 		$110K Sell
2,655
-290
-10% -$12.5K 0.02% 353
2017
Q4 		$118K Buy
2,945
+733
+33% +$30.2K 0.02% 314
2017
Q3 		$88K Buy
+2,212
New +$82.4K 0.02% 312

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

Valeo Financial Advisors's YUMC Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Yum China (YUMC) in Q2 2026, closing a stake of 4,704 shares — an estimated $229K sold.

Valeo Financial Advisors first reported a position in YUMC in Q3 2017 and held it in 32 quarters. The position peaked at $1.54M in Q2 2019. 657 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,704 Yum China shares in Q2 2026, an estimated $229K.
  • Valeo Financial Advisors first reported a position in Yum China in Q3 2017 and held it in 32 quarters.
  • Valeo Financial Advisors's Yum China position peaked at $1.54M in Q2 2019.
  • 657 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.