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Marshall & Sterling Wealth Advisors’s Yum China YUMC Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q3 		– Sell
-54
Closed -$2.4K – 686
2025
Q2 		$2.4K Buy
54
+1
+2% +$45 ﹤0.01% 534
2025
Q1 		$2.78K Sell
53
-1
-2% -$48 ﹤0.01% 520
2024
Q4 		$2.56K Buy
+54
New +$2.56K ﹤0.01% 297

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's YUMC Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Yum China (YUMC) in Q3 2025, closing a stake of 54 shares — an estimated $2.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in YUMC in Q4 2024 and held it in 3 quarters. The position peaked at $2.78K in Q1 2025. 662 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 54 Yum China shares in Q3 2025, an estimated $2.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in Yum China in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Yum China position peaked at $2.78K in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.