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Heartwood Wealth Advisors’s Yum China YUMC Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-222
Closed -$9.53K – 617
2025
Q3 		$9.53K Buy
+222
New +$10.1K ﹤0.01% 390

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's YUMC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Yum China (YUMC) in Q4 2025, closing a stake of 222 shares — an estimated $9.53K sold.

Heartwood Wealth Advisors first reported a position in YUMC in Q3 2025 and held it in 1 quarter. The position peaked at $9.53K in Q3 2025. 674 funds tracked by Wall St. Rank hold YUMC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Yum China position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 222 Yum China shares in Q4 2025, an estimated $9.53K.
  • Heartwood Wealth Advisors first reported a position in Yum China in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Yum China position peaked at $9.53K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Yum China as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.