Position in YUMC
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$3,281,186
+$2,866,660 QoQ
Shares Held
67,265
+674.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NewEdge Advisors, LLC holds $116,563,490 across 21 Restaurants names. YUMC ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
262,557 | $81,600,090 | |
| 2 | DRI |
Darden Restaurants Inc
|
59,432 | $11,651,049 | |
| 3 | SBUX |
Starbucks Corp
|
109,422 | $9,803,116 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
150,217 | $4,808,446 | |
| 5 | YUMC |
Yum China Holdings, Inc.
This page
|
67,265 | $3,281,186 | |
| 6 | YUM |
Yum Brands Inc
|
16,884 | $2,625,124 | |
| 7 | CAVA |
Cava Group, Inc.
|
12,394 | $1,002,674 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
3,213 | $530,594 |
All Filings in YUMC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,281,186 | 67,265 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $414,526 | 8,683 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $278,722 | 6,494 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $286,054 | 6,398 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,802 | 6,239 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $466,574 | 9,686 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $283,310 | 6,293 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,918 | 2,105 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $274,630 | 6,902 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $77,095 | 1,817 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $253,247 | 4,545 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,861 | 794 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,174,046 | 18,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $532,782 | 9,749 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $502,363 | 10,358 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $409,784 | 8,222 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||