Carolina Wealth Advisors’s Yum China YUMC Stock Holding History

Carolina Wealth Advisors’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 Q3	–	Sell	-23	Closed	-$1.03K	–	304
2025 Q2	$1.03K	Hold	23	–	–	﹤0.01%	240
2025 Q1	$1.2K	Hold	23	–	–	﹤0.01%	244
2024 Q4	$1.11K	Hold	23	–	–	﹤0.01%	258
2024 Q3	$1.03K	Buy	+23	New	+$766	﹤0.01%	303

Other funds holding YUMC

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

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

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 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

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

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carolina Wealth Advisors's YUMC Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Yum China (YUMC) in Q3 2025, closing a stake of 23 shares — an estimated $1.03K sold.

Carolina Wealth Advisors first reported a position in YUMC in Q3 2024 and held it in 4 quarters. The position peaked at $1.2K in Q1 2025. 662 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

Carolina Wealth Advisors reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 23 Yum China shares in Q3 2025, an estimated $1.03K.
Carolina Wealth Advisors first reported a position in Yum China in Q3 2024 and held it in 4 quarters.
Carolina Wealth Advisors's Yum China position peaked at $1.2K in Q1 2025.
662 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.