CTWM
YUMC icon

Cherry Tree Wealth Management’s Yum China YUMC Stock Holding History

Cherry Tree Wealth Management’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
-8
Closed -$417 – 767
2025
Q1 		$417 Hold
8
– – ﹤0.01% 734
2024
Q4 		$386 Buy
+8
New +$379 ﹤0.01% 622

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

Cherry Tree Wealth Management's YUMC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Yum China (YUMC) in Q2 2025, closing a stake of 8 shares — an estimated $417 sold.

Cherry Tree Wealth Management first reported a position in YUMC in Q4 2024 and held it in 2 quarters. The position peaked at $417 in Q1 2025. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 8 Yum China shares in Q2 2025, an estimated $417.
  • Cherry Tree Wealth Management first reported a position in Yum China in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Yum China position peaked at $417 in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.