Birchbrook’s Yum China YUMC Stock Holding History

Birchbrook’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
2024 Q3	–	Sell	-1,500	Closed	-$46.3K	–	284
2024 Q2	$46.3K	Hold	1,500	–	–	0.03%	121
2024 Q1	$59.7K	Sell	1,500 -745	-33%	-$29.4K	0.04%	114
2023 Q4	$95.3K	Buy	+2,245	New	+$105K	0.06%	96

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Birchbrook's YUMC Position: Q3 2024 in Review

Birchbrook sold out of Yum China (YUMC) in Q3 2024, closing a stake of 1,500 shares — an estimated $46.3K sold.

Birchbrook first reported a position in YUMC in Q4 2023 and held it in 3 quarters. The position peaked at $95.3K in Q4 2023. 680 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

Birchbrook reported no remaining Yum China position as of Q3 2024 after selling out during the quarter.
Birchbrook sold 1,500 Yum China shares in Q3 2024, an estimated $46.3K.
Birchbrook first reported a position in Yum China in Q4 2023 and held it in 3 quarters.
Birchbrook's Yum China position peaked at $95.3K in Q4 2023.
680 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on Birchbrook's 13F filing for Q3 2024, filed 10 Jun 2025.