Iron Horse Wealth Management’s Yum China YUMC Stock Holding History

Iron Horse 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
2025 Q2	$13.6K	Buy	303 +1	+0.3%	+$45	﹤0.01%	245
2025 Q1	$15.7K	Buy	302 +1	+0.3%	+$48	0.01%	223
2024 Q4	$14.5K	Buy	301 +1	+0.3%	+$47	﹤0.01%	207
2024 Q3	$13.5K	Buy	300 +2	+0.7%	+$67	﹤0.01%	212
2024 Q2	$9.21K	Buy	298 +272	+1,046%	+$9.96K	﹤0.01%	223
2024 Q1	$1.03K	Hold	26	–	–	﹤0.01%	398
2023 Q4	$1.1K	Hold	26	–	–	﹤0.01%	414
2023 Q3	$1.45K	Buy	+26	New	+$1.46K	﹤0.01%	394

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Iron Horse Wealth Management's YUMC Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Yum China (YUMC) stake by 0.33% in Q2 2025, buying an estimated $45 and bringing the position to 303 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Iron Horse Wealth Management first reported a position in YUMC in Q3 2023 and has held it in 8 quarters since. The position peaked at $15.7K in Q1 2025. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

Iron Horse Wealth Management held 303 shares of Yum China worth $13.6K as of Q2 2025.
Iron Horse Wealth Management bought 1 Yum China share in Q2 2025, an estimated $45.
Yum China made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #245 holding.
Iron Horse Wealth Management first reported a position in Yum China in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's Yum China position peaked at $15.7K in Q1 2025.
689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.