Core Wealth Advisors (Florida)’s Yum China YUMC Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-260	Closed	-$10.3K	–	252
2024 Q1	$10.3K	Hold	260	–	–	﹤0.01%	187
2023 Q4	$11K	Hold	260	–	–	﹤0.01%	177
2023 Q3	$14.5K	Hold	260	–	–	0.01%	134
2023 Q2	$14.7K	Buy	+260	New	+$15.7K	0.01%	131
2020 Q2	–	Sell	-42	Closed	-$2K	–	168
2020 Q1	$2K	Buy	+42	New	+$1.87K	﹤0.01%	140

Other funds holding YUMC

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

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

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

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

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

PCM

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

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

GAM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Core Wealth Advisors (Florida)'s YUMC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Yum China (YUMC) in Q2 2024, closing a stake of 260 shares — an estimated $10.3K sold.

Core Wealth Advisors (Florida) first reported a position in YUMC in Q1 2020 and held it in 5 quarters. The position peaked at $14.7K in Q2 2023. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 260 Yum China shares in Q2 2024, an estimated $10.3K.
Core Wealth Advisors (Florida) first reported a position in Yum China in Q1 2020 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s Yum China position peaked at $14.7K in Q2 2023.
628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.