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Kestra Private Wealth Services’s Yum China YUMC Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-7,967
Closed -$415K – 1691
2025
Q1 		$415K Sell
7,967
-1,187
-13% -$56.9K 0.01% 1052
2024
Q4 		$441K Buy
9,154
+4,583
+100% +$217K 0.01% 979
2024
Q3 		$206K Buy
+4,571
New +$152K ﹤0.01% 1259
2024
Q1 		– Sell
-4,862
Closed -$206K – 1361
2023
Q4 		$206K Buy
4,862
+166
+4% +$7.73K 0.01% 1097
2023
Q3 		$262K Buy
+4,696
New +$263K 0.01% 926
2023
Q2 		– Sell
-4,154
Closed -$263K – 1142
2023
Q1 		$263K Sell
4,154
-85
-2% -$5.13K 0.01% 829
2022
Q4 		$232K Buy
+4,239
New +$215K 0.01% 748
2022
Q3 		– Sell
-12,695
Closed -$616K – 971
2022
Q2 		$616K Buy
12,695
+166
+1% +$6.99K 0.04% 447
2022
Q1 		$520K Buy
12,529
+685
+6% +$32.3K 0.03% 566
2021
Q4 		$590K Buy
+11,844
New +$643K 0.03% 539

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.94B 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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Kestra Private Wealth Services's YUMC Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Yum China (YUMC) in Q2 2025, closing a stake of 7,967 shares — an estimated $415K sold.

Kestra Private Wealth Services first reported a position in YUMC in Q4 2021 and held it in 10 quarters. The position peaked at $616K in Q2 2022. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,967 Yum China shares in Q2 2025, an estimated $415K.
  • Kestra Private Wealth Services first reported a position in Yum China in Q4 2021 and held it in 10 quarters.
  • Kestra Private Wealth Services's Yum China position peaked at $616K in Q2 2022.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.