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Atria Wealth Solutions’s Yum China YUMC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-3,925
Closed -$204K – 1940
2025
Q1 		$204K Buy
+3,925
New +$188K ﹤0.01% 1706

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Atria Wealth Solutions's YUMC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Yum China (YUMC) in Q2 2025, closing a stake of 3,925 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in YUMC in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,925 Yum China shares in Q2 2025, an estimated $204K.
  • Atria Wealth Solutions first reported a position in Yum China in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Yum China position peaked at $204K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.