HCM
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Hall Capital Management’s Yum China YUMC Stock Holding History

Hall Capital 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
2023
Q3 		– Sell
-3,555
Closed -$201K – 94
2023
Q2 		$201K Sell
3,555
-145
-4% -$8.74K 0.11% 92
2023
Q1 		$235K Sell
3,700
-20
-0.5% -$1.21K 0.14% 89
2022
Q4 		$203K Buy
+3,720
New +$189K 0.12% 91
2022
Q1 		– Sell
-4,350
Closed -$217K – 102
2021
Q4 		$217K Sell
4,350
-1,405
-24% -$76.2K 0.12% 95
2021
Q3 		$334K Sell
5,755
-90
-2% -$5.53K 0.21% 83
2021
Q2 		$387K Buy
+5,845
New +$373K 0.25% 79
2020
Q4 		$328K Buy
5,740
+110
+2% +$6.18K 0.24% 74
2020
Q3 		$298K Hold
5,630
– – 0.24% 72
2020
Q2 		$271K Hold
5,630
– – 0.23% 74
2020
Q1 		$240K Sell
5,630
-2,115
-27% -$94.3K 0.25% 72
2019
Q4 		$372K Hold
7,745
– – 0.3% 65
2019
Q3 		$352K Sell
7,745
-2,050
-21% -$91.6K 0.31% 64
2019
Q2 		$453K Sell
9,795
-300
-3% -$13K 0.39% 58
2019
Q1 		$453K Sell
10,095
-291
-3% -$11.5K 0.39% 58
2018
Q4 		$348K Sell
10,386
-710
-6% -$24.4K 0.35% 65
2018
Q3 		$390K Sell
11,096
-2,210
-17% -$78.7K 0.34% 65
2018
Q2 		$512K Sell
13,306
-25
-0.2% -$990 0.48% 57
2018
Q1 		$553K Buy
13,331
+50
+0.4% +$2.15K 0.53% 52
2017
Q4 		$532K Buy
13,281
+1,080
+9% +$44.4K 0.47% 57
2017
Q3 		$488K Buy
12,201
+2,075
+20% +$77.3K 0.45% 60
2017
Q2 		$399K Buy
10,126
+118
+1% +$4.26K 0.38% 68
2017
Q1 		$272K Sell
10,008
-480
-5% -$12.8K 0.26% 73
2016
Q4 		$273K Buy
+10,488
New +$285K 0.27% 69

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Hall Capital Management's YUMC Position: Q3 2023 in Review

Hall Capital Management sold out of Yum China (YUMC) in Q3 2023, closing a stake of 3,555 shares — an estimated $201K sold.

Hall Capital Management first reported a position in YUMC in Q4 2016 and held it in 23 quarters. The position peaked at $553K in Q1 2018. 701 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • Hall Capital Management reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
  • Hall Capital Management sold 3,555 Yum China shares in Q3 2023, an estimated $201K.
  • Hall Capital Management first reported a position in Yum China in Q4 2016 and held it in 23 quarters.
  • Hall Capital Management's Yum China position peaked at $553K in Q1 2018.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Hall Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.