Cascade Investment Advisors’s Yum China YUMC Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-900	Closed	-$57.1K	–	243
2023 Q1	$57.1K	Buy	+900	New	+$54.3K	0.05%	137
2022 Q3	–	Sell	-900	Closed	-$43.6K	–	238
2022 Q2	$43.6K	Hold	900	–	–	0.03%	155
2022 Q1	$37.4K	Hold	900	–	–	0.02%	182
2021 Q4	$44.9K	Hold	900	–	–	0.03%	171
2021 Q3	$52.3K	Hold	900	–	–	0.03%	157
2021 Q2	$59.6K	Hold	900	–	–	0.04%	149
2021 Q1	$53.3K	Hold	900	–	–	0.03%	155
2020 Q4	$51.4K	Hold	900	–	–	0.04%	158
2020 Q3	$47.7K	Hold	900	–	–	0.04%	153
2020 Q2	$43.3K	Hold	900	–	–	0.04%	151
2020 Q1	$38.4K	Hold	900	–	–	0.04%	146
2019 Q4	$43.2K	Hold	900	–	–	0.03%	156
2019 Q3	$40.9K	Sell	900 -100	-10%	-$4.47K	0.03%	160
2019 Q2	$46.2K	Sell	1,000 -200	-17%	-$8.68K	0.04%	145
2019 Q1	$53.9K	Hold	1,200	–	–	0.05%	129
2018 Q4	$40.2K	Hold	1,200	–	–	0.04%	133
2018 Q3	$42.1K	Buy	1,200 +200	+20%	+$7.13K	0.04%	137
2018 Q2	$38.5K	Buy	+1,000	New	+$39.6K	0.03%	136

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PCM

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

GAM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cascade Investment Advisors's YUMC Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Yum China (YUMC) in Q2 2023, closing a stake of 900 shares — an estimated $57.1K sold.

Cascade Investment Advisors first reported a position in YUMC in Q2 2018 and held it in 18 quarters. The position peaked at $59.6K in Q2 2021. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

Cascade Investment Advisors reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 900 Yum China shares in Q2 2023, an estimated $57.1K.
Cascade Investment Advisors first reported a position in Yum China in Q2 2018 and held it in 18 quarters.
Cascade Investment Advisors's Yum China position peaked at $59.6K in Q2 2021.
735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.