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Waverly Advisors’s Yum China YUMC Stock Holding History

Waverly 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
Q1 		$318K Buy
6,522
+76
+1% +$3.94K ﹤0.01% 1275
2025
Q4 		$308K Buy
6,446
+71
+1% +$3.25K ﹤0.01% 1192
2025
Q3 		$274K Buy
6,375
+65
+1% +$2.96K ﹤0.01% 1077
2025
Q2 		$282K Sell
6,310
-90
-1% -$4.02K ﹤0.01% 994
2025
Q1 		$333K Buy
+6,400
New +$307K ﹤0.01% 894
2018
Q1 		– Sell
-88
Closed -$4K – 364
2017
Q4 		$4K Buy
+88
New +$3.62K ﹤0.01% 374

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

Waverly Advisors's YUMC Position: Q1 2026 in Review

Waverly Advisors increased its Yum China (YUMC) stake by 1.2% in Q1 2026, buying an estimated $3.94K and bringing the position to 6,522 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Waverly Advisors first reported a position in YUMC in Q4 2017 and has held it in 6 quarters since. The position peaked at $333K in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Waverly Advisors held 6,522 shares of Yum China worth $318K as of Q1 2026.
  • Waverly Advisors bought 76 Yum China shares in Q1 2026, an estimated $3.94K.
  • Yum China made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1275 holding.
  • Waverly Advisors first reported a position in Yum China in Q4 2017 and has held it in 6 quarters since.
  • Waverly Advisors's Yum China position peaked at $333K in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.