Charter Oak Capital Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Sell |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $351K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $401K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $472K | Buy |
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