Marshall & Sullivan’s Yum China YUMC Stock Holding History

Marshall & Sullivan’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	-800	Closed	-$35.8K	–	115
2025 Q2	$35.8K	Buy	+800	New	+$35.8K	0.02%	81
2023 Q1	–	Sell	-800	Closed	-$43.7K	–	95
2022 Q4	$43.7K	Buy	+800	New	+$40.7K	0.03%	62
2022 Q3	–	Sell	-800	Closed	-$38K	–	96
2022 Q2	$38K	Buy	+800	New	+$33.7K	0.02%	63
2021 Q1	–	Sell	-46	Closed	-$800	–	64
2020 Q4	$800	Sell	46 -754	-94%	-$42.3K	0.08%	51
2020 Q3	$42K	Buy	+800	New	+$42.3K	0.03%	53
2018 Q3	–	Sell	-800	Closed	-$30.8K	–	85
2018 Q2	$30.8K	Buy	+800	New	+$31.7K	0.03%	68

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marshall & Sullivan's YUMC Position: Q3 2025 in Review

Marshall & Sullivan sold out of Yum China (YUMC) in Q3 2025, closing a stake of 800 shares — an estimated $35.8K sold.

Marshall & Sullivan first reported a position in YUMC in Q2 2018 and held it in 6 quarters. The position peaked at $43.7K in Q4 2022. 663 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

Marshall & Sullivan reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 800 Yum China shares in Q3 2025, an estimated $35.8K.
Marshall & Sullivan first reported a position in Yum China in Q2 2018 and held it in 6 quarters.
Marshall & Sullivan's Yum China position peaked at $43.7K in Q4 2022.
663 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.