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Evelyn Partners Investment Management Services’s Yum China YUMC Stock Holding History

Evelyn Partners Investment Management Services’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
-200
Closed -$10.4K – 282
2025
Q1 		$10.4K Hold
200
– – ﹤0.01% 224
2024
Q4 		$9.63K Buy
+200
New +$9.48K ﹤0.01% 230

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Principal Financial Group
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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 $1.41B AUM 8.17% 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

Evelyn Partners Investment Management Services's YUMC Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Yum China (YUMC) in Q2 2025, closing a stake of 200 shares — an estimated $10.4K sold.

Evelyn Partners Investment Management Services first reported a position in YUMC in Q4 2024 and held it in 2 quarters. The position peaked at $10.4K in Q1 2025. 690 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Evelyn Partners Investment Management Services reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 200 Yum China shares in Q2 2025, an estimated $10.4K.
  • Evelyn Partners Investment Management Services first reported a position in Yum China in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management Services's Yum China position peaked at $10.4K in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.