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Avantax Advisory Services’s Yum China YUMC Stock Holding History

Avantax Advisory Services’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 		$225K Sell
5,042
-524
-9% -$23.4K ﹤0.01% 2125
2025
Q1 		$290K Buy
5,566
+770
+16% +$36.9K ﹤0.01% 1853
2024
Q4 		$231K Buy
+4,796
New +$227K ﹤0.01% 1960
2023
Q4 		– Sell
-4,838
Closed -$270K – 1684
2023
Q3 		$270K Sell
4,838
-934
-16% -$52.3K ﹤0.01% 1257
2023
Q2 		$326K Sell
5,772
-2
-0% -$121 ﹤0.01% 1143
2023
Q1 		$366K Buy
5,774
+178
+3% +$10.7K ﹤0.01% 1043
2022
Q4 		$306K Buy
5,596
+183
+3% +$9.3K ﹤0.01% 1095
2022
Q3 		$256K Buy
5,413
+383
+8% +$18.4K ﹤0.01% 1070
2022
Q2 		$244K Sell
5,030
-74
-1% -$3.12K ﹤0.01% 1111
2022
Q1 		$211K Sell
5,104
-912
-15% -$43K ﹤0.01% 1173
2021
Q4 		$300K Buy
6,016
+115
+2% +$6.24K ﹤0.01% 977
2021
Q3 		$342K Buy
5,901
+154
+3% +$9.47K 0.01% 868
2021
Q2 		$383K Buy
5,747
+320
+6% +$20.4K 0.01% 799
2021
Q1 		$320K Buy
5,427
+55
+1% +$3.29K 0.01% 785
2020
Q4 		$307K Sell
5,372
-2,680
-33% -$151K 0.01% 714
2020
Q3 		$425K Buy
8,052
+2,696
+50% +$143K 0.01% 864
2020
Q2 		$257K Buy
5,356
+95
+2% +$4.48K 0.01% 702
2020
Q1 		$224K Buy
5,261
+3
+0.1% +$134 0.01% 683
2019
Q4 		$253K Buy
+5,258
New +$234K 0.01% 692

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Avantax Advisory Services's YUMC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Yum China (YUMC) stake by 9.4% in Q2 2025, selling an estimated $23.4K and leaving 5,042 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Avantax Advisory Services first reported a position in YUMC in Q4 2019 and has held it in 19 quarters since. The position peaked at $425K in Q3 2020. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Avantax Advisory Services held 5,042 shares of Yum China worth $225K as of Q2 2025.
  • Avantax Advisory Services sold 524 Yum China shares in Q2 2025, an estimated $23.4K.
  • Yum China made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2125 holding.
  • Avantax Advisory Services first reported a position in Yum China in Q4 2019 and has held it in 19 quarters since.
  • Avantax Advisory Services's Yum China position peaked at $425K in Q3 2020.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.