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Buckingham Strategic Wealth’s Yum China YUMC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$320K Sell
10,370
-94
-0.9% -$3.44K ﹤0.01% 587
2024
Q1 		$416K Buy
10,464
+7
+0.1% +$276 ﹤0.01% 511
2023
Q4 		$444K Buy
10,457
+2,304
+28% +$107K 0.01% 468
2023
Q3 		$454K Sell
8,153
-2,223
-21% -$124K 0.01% 436
2023
Q2 		$586K Buy
10,376
+9
+0.1% +$543 0.01% 389
2023
Q1 		$567K Hold
10,367
– – 0.01% 352
2022
Q4 		$567K Buy
10,367
+87
+0.8% +$4.42K 0.01% 354
2022
Q3 		$487K Buy
10,280
+25
+0.2% +$1.2K 0.01% 376
2022
Q2 		$497K Buy
10,255
+188
+2% +$7.92K 0.01% 375
2022
Q1 		$418K Buy
10,067
+114
+1% +$5.37K 0.01% 400
2021
Q4 		$496K Buy
9,953
+644
+7% +$34.9K 0.01% 370
2021
Q3 		$541K Buy
9,309
+1,695
+22% +$104K 0.01% 344
2021
Q2 		$504K Buy
+7,614
New +$486K 0.01% 358
2020
Q1 		– Sell
-4,460
Closed -$214K – 523
2019
Q4 		$214K Buy
+4,460
New +$198K 0.02% 427

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Buckingham Strategic Wealth's YUMC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Yum China (YUMC) stake by 0.9% in Q2 2024, selling an estimated $3.44K and leaving 10,370 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Buckingham Strategic Wealth first reported a position in YUMC in Q4 2019 and has held it in 14 quarters since. The position peaked at $586K in Q2 2023. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

  • Buckingham Strategic Wealth held 10,370 shares of Yum China worth $320K as of Q2 2024.
  • Buckingham Strategic Wealth sold 94 Yum China shares in Q2 2024, an estimated $3.44K.
  • Yum China made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #587 holding.
  • Buckingham Strategic Wealth first reported a position in Yum China in Q4 2019 and has held it in 14 quarters since.
  • Buckingham Strategic Wealth's Yum China position peaked at $586K in Q2 2023.
  • 628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.