AWM
YUMC icon

Avior Wealth Management’s Yum China YUMC Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-3,641
Closed -$175K – 2384
2024
Q4 		$175K Sell
3,641
-301
-8% -$14.3K 0.01% 743
2024
Q3 		$177K Hold
3,942
– – 0.01% 730
2024
Q2 		$122K Sell
3,942
-4
-0.1% -$146 0.01% 803
2024
Q1 		$157K Sell
3,946
-146
-4% -$5.76K 0.01% 783
2023
Q4 		$174K Sell
4,092
-63
-2% -$2.93K 0.01% 539
2023
Q3 		$232K Hold
4,155
– – 0.02% 494
2023
Q2 		$235K Buy
4,155
+63
+2% +$3.8K 0.02% 500
2023
Q1 		$259K Buy
4,092
+13
+0.3% +$785 0.02% 476
2022
Q4 		$223K Hold
4,079
– – 0.02% 452
2022
Q3 		$192K Sell
4,079
-749
-16% -$36K 0.02% 455
2022
Q2 		$233K Sell
4,828
-159
-3% -$6.7K 0.02% 399
2022
Q1 		$206K Sell
4,987
-420
-8% -$19.8K 0.02% 430
2021
Q4 		$268K Hold
5,407
– – 0.02% 397
2021
Q3 		$314K Hold
5,407
– – 0.03% 374
2021
Q2 		$357K Sell
5,407
-879
-14% -$56.1K 0.04% 342
2021
Q1 		$371K Sell
6,286
-160
-2% -$9.56K 0.04% 338
2020
Q4 		$368K Buy
6,446
+433
+7% +$24.3K 0.05% 323
2020
Q3 		$318K Hold
6,013
– – 0.05% 326
2020
Q2 		$289K Sell
6,013
-1,290
-18% -$60.8K 0.05% 332
2020
Q1 		$311K Hold
7,303
– – 0.06% 266
2019
Q4 		$350K Hold
7,303
– – 0.06% 290
2019
Q3 		$331K Hold
7,303
– – 0.06% 281
2019
Q2 		$337K Hold
7,303
– – 0.06% 271
2019
Q1 		$327K Hold
7,303
– – 0.07% 261
2018
Q4 		$244K Hold
7,303
– – 0.06% 270
2018
Q3 		$256K Hold
7,303
– – 0.05% 293
2018
Q2 		$281K Buy
7,303
+844
+13% +$33.4K 0.06% 258
2018
Q1 		$268K Sell
6,459
-1,596
-20% -$68.6K 0.06% 252
2017
Q4 		$322K Buy
+8,055
New +$331K 0.07% 231

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Avior Wealth Management's YUMC Position: Q1 2025 in Review

Avior Wealth Management sold out of Yum China (YUMC) in Q1 2025, closing a stake of 3,641 shares — an estimated $175K sold.

Avior Wealth Management first reported a position in YUMC in Q4 2017 and held it in 29 quarters. The position peaked at $371K in Q1 2021. 734 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

  • Avior Wealth Management reported no remaining Yum China position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,641 Yum China shares in Q1 2025, an estimated $175K.
  • Avior Wealth Management first reported a position in Yum China in Q4 2017 and held it in 29 quarters.
  • Avior Wealth Management's Yum China position peaked at $371K in Q1 2021.
  • 734 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.