Liontrust Investment Partners’s Yum China YUMC Stock Holding History

Liontrust Investment Partners’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 Q1	–	Sell	-7,857	Closed	-$378K	–	275
2024 Q4	$378K	Buy	7,857 +2,200	+39%	+$104K	0.01%	195
2024 Q3	$175K	Hold	5,657	–	–	﹤0.01%	204
2024 Q2	$175K	Sell	5,657 -1,422	-20%	-$52.1K	﹤0.01%	204
2024 Q1	$2.18M	Sell	7,079 -598	-8%	-$23.6K	0.03%	146
2023 Q4	$327K	Sell	7,677 -423	-5%	-$19.7K	﹤0.01%	175
2023 Q3	$457K	Hold	8,100	–	–	0.01%	173
2023 Q2	$456K	Hold	8,100	–	–	0.01%	199
2023 Q1	$509K	Hold	8,100	–	–	0.01%	185
2022 Q4	$3.34M	Hold	8,100	–	–	0.06%	112
2022 Q3	$3.04M	Sell	8,100 -3,350	-29%	-$161K	0.05%	169
2022 Q2	$4.38M	Sell	11,450 -1,000	-8%	-$42.1K	0.06%	160
2022 Q1	$4.33M	Sell	12,450 -1,200	-9%	-$56.5K	0.06%	122
2021 Q4	$670K	Sell	13,650 -2,150	-14%	-$117K	0.01%	197
2021 Q3	$935K	Buy	+15,800	New	+$971K	0.01%	182
2020 Q4	$702K	Buy	+12,250	New	+$688K	0.01%	194

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Liontrust Investment Partners's YUMC Position: Q1 2025 in Review

Liontrust Investment Partners sold out of Yum China (YUMC) in Q1 2025, closing a stake of 7,857 shares — an estimated $378K sold.

Liontrust Investment Partners first reported a position in YUMC in Q4 2020 and held it in 15 quarters. The position peaked at $4.38M in Q2 2022. 734 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

Liontrust Investment Partners reported no remaining Yum China position as of Q1 2025 after selling out during the quarter.
Liontrust Investment Partners sold 7,857 Yum China shares in Q1 2025, an estimated $378K.
Liontrust Investment Partners first reported a position in Yum China in Q4 2020 and held it in 15 quarters.
Liontrust Investment Partners's Yum China position peaked at $4.38M in Q2 2022.
734 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Liontrust Investment Partners's 13F filing for Q1 2025, filed 13 May 2025.