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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
Q2 		$267K Buy
6,528
+6
+0.1% +$275 ﹤0.01% 1480
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 $1.81T 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

Waverly Advisors's YUMC Position: Q2 2026 in Review

Waverly Advisors increased its Yum China (YUMC) stake by 0.09% in Q2 2026, buying an estimated $275 and bringing the position to 6,528 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Waverly Advisors first reported a position in YUMC in Q4 2017 and has held it in 7 quarters since. The position peaked at $333K in Q1 2025. 665 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Waverly Advisors held 6,528 shares of Yum China worth $267K as of Q2 2026.
  • Waverly Advisors bought 6 Yum China shares in Q2 2026, an estimated $275.
  • Yum China made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1480 holding.
  • Waverly Advisors first reported a position in Yum China in Q4 2017 and has held it in 7 quarters since.
  • Waverly Advisors's Yum China position peaked at $333K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.