LIM
YUMC icon

Letson Investment Management’s Yum China YUMC Stock Holding History

Letson Investment 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
Q2 		– Sell
-34,277
Closed -$1.36M – 96
2024
Q1 		$1.36M Sell
34,277
-257
-0.7% -$10.1K 0.58% 45
2023
Q4 		$1.47M Buy
+34,534
New +$1.61M 0.68% 39

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Letson Investment Management's YUMC Position: Q2 2024 in Review

Letson Investment Management sold out of Yum China (YUMC) in Q2 2024, closing a stake of 34,277 shares — an estimated $1.36M sold.

Letson Investment Management first reported a position in YUMC in Q4 2023 and held it in 2 quarters. The position peaked at $1.47M in Q4 2023. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

  • Letson Investment Management reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
  • Letson Investment Management sold 34,277 Yum China shares in Q2 2024, an estimated $1.36M.
  • Letson Investment Management first reported a position in Yum China in Q4 2023 and held it in 2 quarters.
  • Letson Investment Management's Yum China position peaked at $1.47M in Q4 2023.
  • 628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Letson Investment Management's 13F filing for Q2 2024, filed 14 Aug 2025.