IWM
YUMC icon

IHT Wealth Management’s Yum China YUMC Stock Holding History

IHT Wealth 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
2024
Q3 		– Sell
-6,987
Closed -$215K – 1191
2024
Q2 		$215K Sell
6,987
-370
-5% -$13.5K 0.01% 932
2024
Q1 		$293K Buy
+7,357
New +$290K 0.01% 812
2023
Q4 		– Sell
-3,902
Closed -$217K – 1037
2023
Q3 		$217K Sell
3,902
-141
-3% -$7.89K 0.01% 856
2023
Q2 		$228K Buy
4,043
+677
+20% +$40.8K 0.01% 827
2023
Q1 		$213K Buy
+3,366
New +$203K 0.01% 831
2021
Q4 		– Sell
-3,698
Closed -$215K – 861
2021
Q3 		$215K Sell
3,698
-361
-9% -$22.2K 0.02% 713
2021
Q2 		$269K Sell
4,059
-35
-0.9% -$2.23K 0.02% 755
2021
Q1 		$242K Sell
4,094
-4
-0.1% -$239 0.02% 701
2020
Q4 		$234K Buy
+4,098
New +$230K 0.02% 639
2018
Q2 		– Sell
-1,404
Closed -$56K – 1403
2018
Q1 		$56K Hold
1,404
– – 0.02% 641
2017
Q4 		$60K Buy
1,404
+41
+3% +$1.69K 0.02% 645
2017
Q3 		$59K Sell
1,363
-400
-23% -$14.9K 0.03% 479
2017
Q2 		$2K Buy
1,763
+1,435
+438% +$51.8K ﹤0.01% 1256
2017
Q1 		$9K Hold
328
– – 0.01% 876
2016
Q4 		$9K Buy
+328
New +$8.92K 0.01% 824

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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IHT Wealth Management's YUMC Position: Q3 2024 in Review

IHT Wealth Management sold out of Yum China (YUMC) in Q3 2024, closing a stake of 6,987 shares — an estimated $215K sold.

IHT Wealth Management first reported a position in YUMC in Q4 2016 and held it in 15 quarters. The position peaked at $293K in Q1 2024. 681 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

  • IHT Wealth Management reported no remaining Yum China position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 6,987 Yum China shares in Q3 2024, an estimated $215K.
  • IHT Wealth Management first reported a position in Yum China in Q4 2016 and held it in 15 quarters.
  • IHT Wealth Management's Yum China position peaked at $293K in Q1 2024.
  • 681 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.