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Compass Wealth Management’s Yum China YUMC Stock Holding History

Compass 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
-348
Closed -$18.1K – 430
2025
Q1 		$18.1K Hold
348
– – ﹤0.01% 329
2024
Q4 		$16.8K Hold
348
– – ﹤0.01% 328
2024
Q3 		$15.7K Hold
348
– – ﹤0.01% 338
2024
Q2 		$10.7K Hold
348
– – ﹤0.01% 354
2024
Q1 		$13.8K Hold
348
– – ﹤0.01% 337
2023
Q4 		$14.8K Sell
348
-345
-50% -$16.1K ﹤0.01% 328
2023
Q3 		$38.6K Hold
693
– – 0.01% 256
2023
Q2 		$39.2K Hold
693
– – 0.01% 264
2023
Q1 		$43.9K Sell
693
-200
-22% -$12.1K 0.01% 248
2022
Q4 		$48.8K Buy
+893
New +$45.4K 0.02% 235

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

Compass Wealth Management's YUMC Position: Q2 2025 in Review

Compass Wealth Management sold out of Yum China (YUMC) in Q2 2025, closing a stake of 348 shares — an estimated $18.1K sold.

Compass Wealth Management first reported a position in YUMC in Q4 2022 and held it in 10 quarters. The position peaked at $48.8K in Q4 2022. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Compass Wealth Management reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 348 Yum China shares in Q2 2025, an estimated $18.1K.
  • Compass Wealth Management first reported a position in Yum China in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Yum China position peaked at $48.8K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.