BigSur Wealth Management’s Yum China YUMC Stock Holding History

BigSur 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	-4,505	Closed	-$217K	–	159
2024 Q4	$217K	Hold	4,505	–	–	0.06%	141
2024 Q3	$203K	Buy	+4,505	New	+$150K	0.06%	145
2024 Q2	–	Sell	-5,505	Closed	-$219K	–	160
2024 Q1	$219K	Buy	+5,505	New	+$217K	0.07%	136
2020 Q3	–	Sell	-5,000	Closed	-$240K	–	113
2020 Q2	$240K	Hold	5,000	–	–	0.17%	85
2020 Q1	$213K	Hold	5,000	–	–	0.16%	90
2019 Q4	$240K	Hold	5,000	–	–	0.14%	97
2019 Q3	$227K	Hold	5,000	–	–	0.15%	91
2019 Q2	$230K	Hold	5,000	–	–	0.16%	91
2019 Q1	$225K	Buy	+5,000	New	+$197K	0.15%	92

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BigSur Wealth Management sold out of Yum China (YUMC) in Q1 2025, closing a stake of 4,505 shares — an estimated $217K sold.

BigSur Wealth Management first reported a position in YUMC in Q1 2019 and held it in 9 quarters. The position peaked at $240K in Q2 2020. 733 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

BigSur Wealth Management reported no remaining Yum China position as of Q1 2025 after selling out during the quarter.
BigSur Wealth Management sold 4,505 Yum China shares in Q1 2025, an estimated $217K.
BigSur Wealth Management first reported a position in Yum China in Q1 2019 and held it in 9 quarters.
BigSur Wealth Management's Yum China position peaked at $240K in Q2 2020.
733 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on BigSur Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.