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Callan Capital’s Yum China YUMC Stock Holding History

Callan Capital’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 		$547K Buy
10,507
+1,972
+23% +$94.6K 0.04% 193
2024
Q4 		$411K Buy
8,535
+331
+4% +$15.7K 0.03% 211
2024
Q3 		$369K Buy
+8,204
New +$273K 0.03% 229

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

Callan Capital's YUMC Position: Q1 2025 in Review

Callan Capital increased its Yum China (YUMC) stake by 23% in Q1 2025, buying an estimated $94.6K and bringing the position to 10,507 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #193.

Callan Capital first reported a position in YUMC in Q3 2024 and has held it in 3 quarters since. 735 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

  • Callan Capital held 10,507 shares of Yum China worth $547K as of Q1 2025.
  • Callan Capital bought 1,972 Yum China shares in Q1 2025, an estimated $94.6K.
  • Yum China made up 0.04% of Callan Capital's portfolio in Q1 2025, its #193 holding.
  • Callan Capital first reported a position in Yum China in Q3 2024 and has held it in 3 quarters since.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.