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Greenleaf Trust’s Yum China YUMC Stock Holding History

Greenleaf Trust’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
Q1 		– Sell
-4,978
Closed -$240K – 840
2024
Q4 		$240K Buy
+4,978
New +$236K ﹤0.01% 727
2022
Q1 		– Sell
-18,978
Closed -$946K – 814
2021
Q4 		$946K Sell
18,978
-12,758
-40% -$692K 0.01% 259
2021
Q3 		$1.84M Buy
31,736
+16,234
+105% +$998K 0.02% 135
2021
Q2 		$1.03M Hold
15,502
– – 0.01% 221
2021
Q1 		$918K Buy
15,502
+292
+2% +$17.4K 0.01% 226
2020
Q4 		$868K Sell
15,210
-38
-0.2% -$2.13K 0.01% 205
2020
Q3 		$807K Buy
15,248
+401
+3% +$21.2K 0.01% 200
2020
Q2 		$714K Sell
14,847
-1,421
-9% -$67K 0.01% 209
2020
Q1 		$694K Sell
16,268
-2,942
-15% -$131K 0.01% 174
2019
Q4 		$922K Buy
19,210
+10,422
+119% +$463K 0.01% 173
2019
Q3 		$399K Hold
8,788
– – 0.01% 335
2019
Q2 		$406K Sell
8,788
-1,455
-14% -$63.2K 0.01% 329
2019
Q1 		$460K Buy
10,243
+1,241
+14% +$48.9K 0.01% 279
2018
Q4 		$302K Hold
9,002
– – 0.01% 364
2018
Q3 		$316K Sell
9,002
-722
-7% -$25.7K 0.01% 380
2018
Q2 		$374K Sell
9,724
-2,400
-20% -$95.1K 0.01% 330
2018
Q1 		$503K Hold
12,124
– – 0.01% 240
2017
Q4 		$485K Hold
12,124
– – 0.01% 251
2017
Q3 		$485K Buy
12,124
+3,122
+35% +$116K 0.01% 242
2017
Q2 		$355K Buy
+9,002
New +$325K 0.01% 251

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Greenleaf Trust's YUMC Position: Q1 2025 in Review

Greenleaf Trust sold out of Yum China (YUMC) in Q1 2025, closing a stake of 4,978 shares — an estimated $240K sold.

Greenleaf Trust first reported a position in YUMC in Q2 2017 and held it in 20 quarters. The position peaked at $1.84M in Q3 2021. 735 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

  • Greenleaf Trust reported no remaining Yum China position as of Q1 2025 after selling out during the quarter.
  • Greenleaf Trust sold 4,978 Yum China shares in Q1 2025, an estimated $240K.
  • Greenleaf Trust first reported a position in Yum China in Q2 2017 and held it in 20 quarters.
  • Greenleaf Trust's Yum China position peaked at $1.84M in Q3 2021.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Greenleaf Trust's 13F filing for Q1 2025, filed 30 Apr 2025.