Position in YUMC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,584
-$13,927 QoQ
Shares Held
626
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 655 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $828,426 across 7 Restaurants names. YUMC ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,636 | $442,227 | |
| 2 | SBUX |
Starbucks Corp
|
2,918 | $298,190 | |
| 3 | YUM |
Yum Brands Inc
|
220 | $35,169 | |
| 4 | YUMC |
Yum China Holdings, Inc.
This page
|
626 | $25,584 | |
| 5 | DRI |
Darden Restaurants Inc
|
107 | $22,043 | |
| 6 | CAVA |
Cava Group, Inc.
|
40 | $3,139 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
61 | $2,074 |
All Filings in YUMC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,584 | 626 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,511 | 810 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $38,478 | 806 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $34,421 | 802 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $58,883 | 1,317 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $68,302 | 1,312 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $63,006 | 1,308 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $70,456 | 1,565 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $48,110 | 1,560 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $83,837 | 2,107 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $89,103 | 2,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $116,733 | 2,095 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $118,141 | 2,091 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $132,294 | 2,087 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $113,890 | 2,084 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $98,446 | 2,080 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $100,686 | 2,076 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $88,937 | 2,141 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $106,458 | 2,136 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $123,890 | 2,132 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $144,226 | 2,177 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $140,386 | 2,371 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $135,132 | 2,367 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||