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Bard Financial Services’s Yum China YUMC Stock Holding History

Bard Financial 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 		– Sell
-10,205
Closed -$531K – 212
2025
Q1 		$531K Hold
10,205
– – 0.07% 146
2024
Q4 		$492K Hold
10,205
– – 0.06% 144
2024
Q3 		$459K Buy
+10,205
New +$340K 0.05% 152

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

Bard Financial Services's YUMC Position: Q2 2025 in Review

Bard Financial Services sold out of Yum China (YUMC) in Q2 2025, closing a stake of 10,205 shares — an estimated $531K sold.

Bard Financial Services first reported a position in YUMC in Q3 2024 and held it in 3 quarters. The position peaked at $531K in Q1 2025. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Bard Financial Services reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Bard Financial Services sold 10,205 Yum China shares in Q2 2025, an estimated $531K.
  • Bard Financial Services first reported a position in Yum China in Q3 2024 and held it in 3 quarters.
  • Bard Financial Services's Yum China position peaked at $531K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Bard Financial Services's 13F filing for Q2 2025, filed 8 Jul 2025.