Everett Harris & Co’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $695K | Sell |
14,242
-1,900
| -12% | -$98.4K | 0.01% | 195 |
|
|
2025
Q4 | $771K | Hold |
16,142
| – | – | 0.01% | 189 |
|
|
2025
Q3 | $693K | Sell |
16,142
-675
| -4% | -$30.7K | 0.01% | 197 |
|
|
2025
Q2 | $752K | Sell |
16,817
-6,100
| -27% | -$273K | 0.01% | 186 |
|
|
2025
Q1 | $1.19M | Sell |
22,917
-164
| -0.7% | -$7.87K | 0.02% | 132 |
|
|
2024
Q4 | $1.11M | Hold |
23,081
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $1.04M | Sell |
23,081
-672
| -3% | -$22.4K | 0.01% | 133 |
|
|
2024
Q2 | $733K | Sell |
23,753
-1,225
| -5% | -$44.8K | 0.01% | 153 |
|
|
2024
Q1 | $994K | Hold |
24,978
| – | – | 0.01% | 139 |
|
|
2023
Q4 | $1.06M | Sell |
24,978
-100
| -0.4% | -$4.66K | 0.02% | 131 |
|
|
2023
Q3 | $1.4M | Sell |
25,078
-25
| -0.1% | -$1.4K | 0.02% | 113 |
|
|
2023
Q2 | $1.42M | Sell |
25,103
-800
| -3% | -$48.2K | 0.02% | 117 |
|
|
2023
Q1 | $1.64M | Sell |
25,903
-2,000
| -7% | -$121K | 0.03% | 105 |
|
|
2022
Q4 | $1.52M | Sell |
27,903
-525
| -2% | -$26.7K | 0.03% | 108 |
|
|
2022
Q3 | $1.34M | Sell |
28,428
-400
| -1% | -$19.2K | 0.02% | 104 |
|
|
2022
Q2 | $1.4M | Sell |
28,828
-600
| -2% | -$25.3K | 0.02% | 108 |
|
|
2022
Q1 | $1.22M | Sell |
29,428
-150
| -0.5% | -$7.07K | 0.02% | 130 |
|
|
2021
Q4 | $1.47M | Sell |
29,578
-100
| -0.3% | -$5.42K | 0.02% | 117 |
|
|
2021
Q3 | $1.73M | Sell |
29,678
-825
| -3% | -$50.7K | 0.03% | 105 |
|
|
2021
Q2 | $2.02M | Hold |
30,503
| – | – | 0.03% | 98 |
|
|
2021
Q1 | $1.81M | Sell |
30,503
-9,050
| -23% | -$541K | 0.03% | 102 |
|
|
2020
Q4 | $2.26M | Sell |
39,553
-300
| -0.8% | -$16.8K | 0.04% | 91 |
|
|
2020
Q3 | $2.11M | Sell |
39,853
-2,560
| -6% | -$135K | 0.04% | 93 |
|
|
2020
Q2 | $2.04M | Sell |
42,413
-191
| -0.4% | -$9.01K | 0.05% | 92 |
|
|
2020
Q1 | $1.82M | Buy |
42,604
+18,247
| +75% | +$814K | 0.05% | 90 |
|
|
2019
Q4 | $1.17M | Sell |
24,357
-400
| -2% | -$17.8K | 0.03% | 128 |
|
|
2019
Q3 | $1.13M | Sell |
24,757
-7,000
| -22% | -$313K | 0.03% | 126 |
|
|
2019
Q2 | $1.47M | Sell |
31,757
-150
| -0.5% | -$6.51K | 0.04% | 117 |
|
|
2019
Q1 | $1.43M | Hold |
31,907
| – | – | 0.04% | 120 |
|
|
2018
Q4 | $1.07M | Sell |
31,907
-4,000
| -11% | -$137K | 0.03% | 119 |
|
|
2018
Q3 | $1.26M | Sell |
35,907
-2,095
| -6% | -$74.6K | 0.03% | 119 |
|
|
2018
Q2 | $1.46M | Sell |
38,002
-1,450
| -4% | -$57.4K | 0.04% | 108 |
|
|
2018
Q1 | $1.64M | Buy |
39,452
+380
| +1% | +$16.3K | 0.05% | 106 |
|
|
2017
Q4 | $1.56M | Sell |
39,072
-537
| -1% | -$22.1K | 0.04% | 113 |
|
|
2017
Q3 | $1.58M | Sell |
39,609
-1,255
| -3% | -$46.8K | 0.05% | 112 |
|
|
2017
Q2 | $1.61M | Sell |
40,864
-733
| -2% | -$26.5K | 0.05% | 113 |
|
|
2017
Q1 | $1.13M | Sell |
41,597
-5,085
| -11% | -$136K | 0.04% | 126 |
|
|
2016
Q4 | $1.22M | Buy |
+46,682
| New | +$1.27M | 0.04% | 125 |
|
Other funds holding YUMC
MIP
PCM
BCF
VCM
LCAM
WGI