MIP
YUMC icon

Marietta Investment Partners’s Yum China YUMC Stock Holding History

Marietta 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
2023
Q4 		– Sell
-7,216
Closed -$402K – 166
2023
Q3 		$402K Hold
7,216
– – 0.11% 123
2023
Q2 		$408K Sell
7,216
-12,600
-64% -$760K 0.11% 123
2023
Q1 		$1.26M Buy
19,816
+14,100
+247% +$851K 0.35% 59
2022
Q4 		$312K Sell
5,716
-70
-1% -$3.56K 0.09% 152
2022
Q3 		$289K Hold
5,786
– – 0.09% 148
2022
Q2 		$281K Hold
5,786
– – 0.08% 150
2022
Q1 		$240K Sell
5,786
-8,769
-60% -$413K 0.05% 168
2021
Q4 		$725K Sell
14,555
-2,890
-17% -$157K 0.15% 107
2021
Q3 		$1.01M Sell
17,445
-1,178
-6% -$72.4K 0.23% 90
2021
Q2 		$1.23M Buy
18,623
+1,550
+9% +$98.9K 0.28% 79
2021
Q1 		$1.01M Buy
17,073
+509
+3% +$30.4K 0.25% 84
2020
Q4 		$946K Buy
16,564
+876
+6% +$49.2K 0.24% 75
2020
Q3 		$831K Buy
15,688
+1,178
+8% +$62.3K 0.25% 75
2020
Q2 		$697K Sell
14,510
-29,825
-67% -$1.41M 0.23% 71
2020
Q1 		$1.89M Buy
44,335
+30,715
+226% +$1.37M 0.81% 32
2019
Q4 		$654K Sell
13,620
-2,630
-16% -$117K 0.21% 86
2019
Q3 		$738K Buy
16,250
+3,948
+32% +$176K 0.25% 74
2019
Q2 		$568K Sell
12,302
-57,922
-82% -$2.51M 0.19% 89
2019
Q1 		$3.15M Buy
+70,224
New +$2.77M 0.99% 35

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marietta Investment Partners's YUMC Position: Q4 2023 in Review

Marietta Investment Partners sold out of Yum China (YUMC) in Q4 2023, closing a stake of 7,216 shares — an estimated $402K sold.

Marietta Investment Partners first reported a position in YUMC in Q1 2019 and held it in 19 quarters. The position peaked at $3.15M in Q1 2019. 683 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • Marietta Investment Partners reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 7,216 Yum China shares in Q4 2023, an estimated $402K.
  • Marietta Investment Partners first reported a position in Yum China in Q1 2019 and held it in 19 quarters.
  • Marietta Investment Partners's Yum China position peaked at $3.15M in Q1 2019.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Marietta Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.