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Carolinas Wealth Consulting’s Yum China YUMC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-350
Closed -$18.2K – 994
2025
Q1 		$18.2K Hold
350
– – ﹤0.01% 468
2024
Q4 		$16.9K Hold
350
– – ﹤0.01% 484
2024
Q3 		$15.8K Hold
350
– – ﹤0.01% 502
2024
Q2 		$10.8K Hold
350
– – ﹤0.01% 545
2024
Q1 		$13.9K Sell
350
-5
-1% -$197 ﹤0.01% 518
2023
Q4 		$15.1K Hold
355
– – ﹤0.01% 487
2023
Q3 		$18.7K Hold
355
– – ﹤0.01% 443
2023
Q2 		$20.1K Hold
355
– – ﹤0.01% 479
2023
Q1 		$22.5K Hold
355
– – ﹤0.01% 475
2022
Q4 		$19.4K Hold
355
– – ﹤0.01% 503
2022
Q3 		$17K Hold
355
– – ﹤0.01% 473
2022
Q2 		$17K Hold
355
– – ﹤0.01% 486
2022
Q1 		$15K Hold
355
– – ﹤0.01% 545
2021
Q4 		$18K Hold
355
– – ﹤0.01% 519
2021
Q3 		$21K Hold
355
– – ﹤0.01% 468
2021
Q2 		$24K Hold
355
– – 0.01% 474
2021
Q1 		$21K Sell
355
-1
-0.3% -$60 0.01% 508
2020
Q4 		$20K Buy
356
+350
+5,833% +$19.7K 0.01% 481
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1009
2020
Q2 		$0 Buy
+6
New +$283 ﹤0.01% 726

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Carolinas Wealth Consulting's YUMC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Yum China (YUMC) in Q2 2025, closing a stake of 350 shares — an estimated $18.2K sold.

Carolinas Wealth Consulting first reported a position in YUMC in Q2 2020 and held it in 20 quarters. The position peaked at $24K in Q2 2021. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 350 Yum China shares in Q2 2025, an estimated $18.2K.
  • Carolinas Wealth Consulting first reported a position in Yum China in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Yum China position peaked at $24K in Q2 2021.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.